2018 Advanced Sales Forum

Advanced Sales: Inspire, Uncover, Succeed!

8/6/2018 - 8/8/2018

Four Seasons Hotel Chicago, Chicago, IL USA

Overview

Who Attends

Advanced sales and marketing executives of carriers and distributors, CMOs, sales officers and estate and business planning specialists with accountability for serving individual markets.

Highlights

Created by advanced sales professionals, the Forum provides advice from industry leaders with unique expertise in this segment of the financial services market. Whether you are struggling to do more with less or experiencing the challenges of organizational change, attending the Forum will give you unparalleled insights from peers and implementable ideas from experts.

This year’s theme frames out the direction of our conference.

Inspire: Content-rich workshops and valuable networking with other advanced sales professionals will help you inspire and motivate advisors.

Uncover: We will dive into the new tax law, reveal potential opportunities and highlight new tools that will help you on a day-to-day basis.

Succeed: How do you define success? What are the outcomes for your advisors and their clients? Help your advisors truly “hear” and understand what their clients need.

Thank you to our 2018 Sponsors!

Speakers

Michael Amoia, J.D., LL.M. (Taxation), CLU®, ChFC®

Sr. Vice President, Advanced Sales, Crump Life Insurance Services

Michael Amoia, J.D., LL.M. (Taxation), CLU®, ChFC®

Sr. Vice President, Advanced Sales, Crump Life Insurance Services

Michael is Sr. Vice President of Advanced Sales for Crump Life Insurance Services and is responsible for overseeing a team of experienced industry professionals who work with Crump independent agents and institutional relationships. Michael spends much of his time supporting Crump Potomac Affluent Markets, the premier professional services group for exceptional life insurance producers in the United States and the high-end boutique organization within Crump Life Insurance Services.

Michael started with Crump in 2005, bringing with him years of industry experience. He has over twenty-four years of advanced estate and business planning experience for high net-worth clients. He is best known for his expertise in the taxation of life insurance transactions. He speaks nationally, has taught a number of Wealth Transfer Planning courses for various educational organizations and has authored numerous articles for industry publications, such as: The Interplay of 409A and Split Dollar, Utilizing Private Split Dollar in Estate Planning, Irrevocable Life Insurance Trusts in Times of Tax and Legal Uncertainty, Insurance LLC for Buy-Sell Planning, and Complexities of Life Insurance Policy Valuation.

Lawrence Brody, J.D., LL.M.

Partner, Bryan Cave LLP

Lawrence Brody, J.D., LL.M.

Partner, Bryan Cave LLP

Lawrence Brody is a member of the Private Client Service Group and the Technology, Entrepreneurial & Commercial Practice Client Service Group in the Bryan Cave St. Louis office. He is an Adjunct Professor at Washington University School of Law, and a visiting Adjunct Professor at the University of Miami Law School. Brody is the author or co-author of numerous articles and books on the use of life insurance in estate and employee benefit planning. He is a member of the Advisory Committee for the Philip E. Heckerling Institute on Estate Planning, of the University of Miami School of Law, and serves on several editorial boards.

Bradford Campbell

Partner, Drinker Biddle & Reath, LLP

Bradford Campbell

Partner, Drinker Biddle & Reath, LLP

As partner at Drinker Biddle & Reath LLP, Brad advises financial service providers and plan sponsors on ERISA Title I issues, including fiduciary conduct and prohibited transactions. A nationally-recognized figure in employer-sponsored retirement plans, he is the former Assistant Secretary of Labor for Employee Benefits and head of the Employee Benefits Security Administration. As ERISA's former “top cop” and primary federal regulator, Brad provides his clients with insight and knowledge across a broad range of ERISA-plan related issues. He also serves as an expert witness in ERISA litigation. Brad has been listed as one of the 100 Most Influential Persons in Defined Contribution by 401kWire and has been listed as one of the top 15 ERISA attorneys in the country by a poll of the National Association of Plan Advisors. In addition, he testified before three Congressional Committees regarding the effects of the Department of Labor fiduciary regulation.

Thomas F. Commito, J.D., LL.M., CLU, ChFC, AEP

Director, Sales Concepts, Lincoln Financial Distributors

Thomas F. Commito, J.D., LL.M., CLU, ChFC, AEP

Director, Sales Concepts, Lincoln Financial Distributors

Thomas F. Commito is the author of two books, Working with LLCs: A Practitioner’s Guide to Limited Liability Companies and Comprehensive Buy-Sell Agreements, both published by the National Underwriter Company. He writes the column “Accounting and Taxation” in the Journal of Financial Services Professionals, and was formerly an assistant editor for The American Alpine Journal. He has been elected to the Estate Planning Hall of Fame and is a frequent speaker to and a member of several insurance and legal associations.

Julius Giarmarco, J.D., LL.M.

Chair of Trusts and Estates Practice Group, Giarmarco, Mullins & Horton, P.C.

Julius Giarmarco, J.D., LL.M.

Chair of Trusts and Estates Practice Group, Giarmarco, Mullins & Horton, P.C.

Julius H. Giarmarco, J.D., LL.M., is chair of the firm's Trusts and Estates Practice Group. Julius received his law degree from Wayne State University, and his master of laws from New York University. He also lectures frequently on a national basis, including speeches before the American Law Institute - American Bar Association (ALI-ABA), the International Forum, the Association for Advanced Life Underwriting (AALU), the Million Dollar Round Table (MDRT), the American Institute of CPAs (AICPA), the Life Insurance and Market Research Association (LIMRA), the Financial Planning Association (FPA), and numerous life insurance companies, brokerage firms and trade associations.

Julius has published a number of articles on estate planning appearing in professional journals such as the Estates, Gifts and Trusts Journal (BNA), The Practical Tax Lawyer (ALI-ABA), the Journal of Practical Estate Planning (CCH), the Journal of Financial Service Professionals, the Michigan Bar Journal, and Advisor Today magazine.

Karen Hofmann, CLU, ChFC

Vice President, Advanced Markets, Prudential Financial

Karen Hofmann, CLU, ChFC

Vice President, Advanced Markets, Prudential Financial

Karen Hofmann is a Vice President in Prudential’s Advanced Markets Group. She leads a team of advanced markets professionals that speak with financial services professionals about ways to effectively accumulate, protect, and distribute wealth. She has more than 32 years of experience in the financial services industry and has been an invited speaker at events nationwide. Born and educated in London, England, Karen is FINRA series 6, 26 and 63 Registered. She also holds life and variable insurance licenses.

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished)

Partner, Keebler & Associates, LLP

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished)

Partner, Keebler & Associates, LLP

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Robert frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 250 favorable private letter rulings including several key rulings of “first impression.” He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Robert has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute and is currently the chair of the 2017 AICPA ENGAGE Conference.

Chris Morton

Executive Vice President, Government Affairs & Business Strategy, Association for Advanced Life Underwriting

Chris Morton

Executive Vice President, Government Affairs & Business Strategy, Association for Advanced Life Underwriting

Chris Morton, Executive Vice President, Government Affairs & Business Strategy, at AALU, acts as a principal liaison to Congress on behalf of the nation’s top life insurance producers and distribution partners, managing all policy development, political engagement, and advocacy strategy for the Association in Washington, DC.

A seasoned Washington professional with over 25 years of experience in the financial services and tax policy arena at the Federal level, Mr. Morton has demonstrated success in numerous legislative and regulatory affairs leadership roles.

Wade D. Pfau, Ph.D., CFA

Professor of Retirement Income, The American College

Wade D. Pfau, Ph.D., CFA

Professor of Retirement Income, The American College

Wade D. Pfau, Ph.D., CFA, is a Professor of Retirement Income in the Ph.D. program for Financial and Retirement Planning at The American College in Bryn Mawr, PA. He also serves as a Principal and Director for McLean Asset Management. He holds a doctorate in economics from Princeton University and publishes frequently in a wide variety of academic and practitioner research journals on topics related to retirement income. He hosts the Retirement Researcher website, and is a contributor to Forbes, Advisor Perspectives, Journal of Financial Planning, and an Expert Panelist for the Wall Street Journal. He is the author of the books, How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies, and Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement.

Matthew Pressler

Director, M Life Insurance Company

Matthew Pressler

Director, M Life Insurance Company

Matthew Pressler is Director of the Private Client Insurance Consulting team at M Financial Group. He joined M Financial in 2010, and supervises M’s Business Development, Advanced Designs and Solutions Marketing efforts.
Prior to joining M Financial, Matthew worked for 12 years as a case designer and client manager for a Member Firm, focusing on corporate benefits and estate planning.

Matthew graduated magna cum laude from California State University, Dominguez Hills, and holds the ChFC® and CLU® designations and FINRA Series 7 and 66 securities licenses. He is currently a student in the Chartered Advisor in Philanthropy (CAP®) program at the American College.

Registration

Early-Bird Rates:
LIMRA Member: $1,300
LOMA (but not LIMRA) Member: $1,950
Nonmember: $2,600

After July 11, 2018:
LIMRA Member: $1,500
LOMA (but not LIMRA) Member: $2,250
Nonmember $3,000

CANCELLATION POLICY

All cancellations must be received in writing. Cancellations received before July 16, 2018, will be refunded, less a $75 processing fee. Cancellations received from July 16, 2018 to July 30, 2018 will be refunded, less a $275 processing and administrative fee. No refunds will be issued after July 30, 2018.

In the event that a scheduled meeting or event is cancelled by LIMRA for any reason, LIMRA shall refund any conference registration fees that have been paid by the registrant. Under no circumstances, however, shall LIMRA be liable to the registrant for any other expenses including, but not limited to, airfare and hotel expenses incurred by the registrant.

Hotel / Venue

Four Seasons Hotel Chicago

120 East Delaware Place
Chicago, IL, United States, 60611

Hotel Reservations

If you receive any unsolicited or suspicious email or phone call about a hotel booking in conjunction with this meeting, our advice is not to click on it, but delete the email immediately. In the case of a phone call, never give out your credit card information. Our designated conference hotels will never call you unless you contact them first.

Make your reservations by July 11, 2018 by following the reservations link, or by calling the reservations phone number and mention the LIMRA Advanced Sales Conference in order to receive the group rate of $295.00 single/double (plus applicable sales taxes). Requests after July 11, 2018 will be accepted on the basis of space availability. The group guest room rate will be offered three days prior and three days after the meeting dates subject to availability and must be booked by calling the hotel.

Please note that hotel rates will go up after the cut-off date or when the meeting room block sells out, whichever comes first. Make your reservations early to be able to take advantage of our discounted rates.

To Book Online:
Step 1: Clink link to "Make a Reservation"
Step 2: Enter dates traveling, # of people
Step 3: Click on "Corporate/Promo Code" and type in your code LI0809 and then "Find Rooms"
Step 4: The rate of $295.00 showing for a City-View Room should appear. Click on "Select Room."
Step 5: The option to select the "LIMRA Advanced Sales Forum" package will appear. Follow prompts to confirm reservation.

To Call In:
Please call the hotel directly at 312-280-8400, and ask for the Reservations department. When speaking to the Agent, please reference the code "LI0809" or "LIMRA Advanced Sales Forum" to make a reservation in the block.
If you would like to make a reservation (3 days) before or (3 days) after the conference, please call in to the reservations department direct at 312-280-8400 and to ask for reservations.