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 and insights from industry leaders, and subject matter experts, with unique expertise in this segment of the financial services market. Whether you are seeking new, innovative ways to meet the challenges of organizational change, creative, yet proven concepts to bring to your distribution partners, or finding more effective ways to communicate with and educate stakeholders, attending the Forum will give you unparalleled insights from peers and implementable ideas from experts.
Community Engagement Opportunity to Help Friends of Boston's Homeless
Community Engagement: This year's Advanced Sales Forum will be providing an opportunity to leave a lasting impact through donations to the Friends of Boston's Homeless where attendees can purchase items for newly-housed individuals. Click for more information and to donate.
Stephen E. Alloy, JD MBA CLU ChFC MSFS, has over 40 years’ experience in the legal and insurance industries. Steve practiced law in Chicago for 20 years, focusing in the areas of estate planning, business succession and real estate. In 2000 he combined his law practice with an insurance and financial services practice and for several years conducted public seminars on estate and financial planning. Bringing his legal background into the insurance industry, he carved out an expertise in advanced markets. After time as a sales manager for a national company and as director of advanced markets for an independent agency, Steve came to Mutual of Omaha in 2008 as an Advanced Markets Consultant. He has taught many continuing education courses for agents and CLE courses for attorneys as well as advanced concept, product and sales training.
Primary advanced markets focus areas:
Life insurance planning for business owners
Business succession planning
Business entity planning
Estate tax planning
Non-tax aspects of estate planning
Wealth building outside the business
Steve has earned the following academic credentials: B.A. in English/ Creative Writing from the University of Iowa in 1978; J.D. from Loyola University of Chicago School of Law in 1981, MBA from the J.L. Kellogg Graduate School of Management, Northwestern University in 1989; Master of Science in Financial Services (MSFS) from The American College in 2015. Additionally, he holds the CLU and ChFC designations from The American College. He is insurance licensed (life, health and P&C) and also holds the following FINRA licenses: Series 7, Series 63, Series 65 and Series 26. Steve also serves as a member of the LIMRA Advanced Sales Committee.
Alex has been working with data for over 10 years focused on predictive modeling, machine learning, statistics and applied probability. As Head Data Scientist at Mass Mutual, Alex enjoys tackling fundamental and high impact questions.
Prior to joining Mass Mutual, Alex was a Data Scientist at Aetna, and a Visiting Assistant Professor at Trinity College in Hartford, CT. He holds a Ph.D. in Applied Mathematics from the University of Connecticut.
9:00 a.m. - 10:00 a.m.: GS1 — Best Planning Ideas for the Twilight of the Higher Exemptions
Kathleen Bilderback, JD, LL.M. (Taxation), AEP
Counsel, Sandberg Phoenix & von Gontard P.C.
Kathleen Bilderback specializes in estate, business, and executive benefits planning, with special emphasis on incorporating and maximizing the benefits of life insurance. She is a nationally recognized speaker, author, and former adjunct professor in the LL.M. in Taxation program at the Washington University School of Law in St. Louis.
Bilderback graduated from St. Louis University with degrees in Accounting and Theatre. She received her law degree and LL.M. in Taxation from Washington University’s School of Law. Beginning her Advanced Markets career at General American Life Insurance Company (later merged into MetLife), she provided training and advanced underwriting support for the top producers of MetLife and its subsidiaries for 10 years before returning to private practice. In 2007, Kathleen and her partners founded Affinity Law Group, LLC to provide legal services to businesses, their owners, and executives at every stage of their life cycles. She rose to the position of Managing Member prior to successfully combining the firm into Sandberg Phoenix, a firm of approximately 200 attorneys in eight offices with a nationwide practice.
She is a member of the Missouri, Illinois, and Pennsylvania bars. She is a former national President of the Society of Financial Service Professionals. She has been an active member of the National Association of Insurance and Financial Advisors (NAIFA) at the national and local level. She currently serves on the Board of Directors of the St. Louis Zoo Association and the St. Louis Children’s Hospital Foundation Planned Giving Committee. She received the Accredited Estate Planner designation from the National Association of Estate Planners & Councils. She has presented at AALU and the Top of the Table Meeting for the Million Dollar Roundtable. Kathleen was selected for inclusion in Missouri and Kansas SuperLawyers each year since 2012 and recognized by Best Lawyers in the areas of Business Organizations, Closely Held Companies and Family Businesses Law, and Trusts and Estates each year since 2020.
Dr. Nathalie Blume is Principal Data Scientist at Mutual of Omaha, where she leads a team in developing AI and building infrastructure and governance for advanced analytics. Before Mutual, she researched computational cognition at UCLA and the University of Michigan and delivered AI solutions to companies such as ADP, UberMedia, and LA Care Health Plan. Her professional joy comes from finding the right solution to the right problem, inventing management and modeling approaches along the way. One of her innovative approaches was recognized by the L.A. Times as "showing the potential for new data strategies."
Amy Bryant is a Director of Advanced Sales with Penn Mutual Life Insurance. She has been advising financial professionals in the ultra-high-net-worth market for the better part of her 26 years in the financial services industry. Her disciplines focus on estate planning for business owners, executive compensation strategies and charitable solutions.
She received her Juris Doctorate from Hamline University School of Law in St. Paul, MN and was admitted to the Minnesota Bar Association in 1997. Although admitted to practice law, she is not a practicing attorney but rather acts as a consultant to assist with providing tailored solutions for clients’ life insurance needs. After law school, she earned her FINRA Series 7 & 66 and her Certified Life Underwriter degree from The American College in Pennsylvania.
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.
Ana Medinaceli Canelos has been a key member of John Hancock's Advanced Markets team since 2007. Preceding her time at John Hancock, she was a successful financial advisor at American Express and Citizens Bank. Her previous experience working directly with clients has helped anchor her understanding of the financial planning process.
Ana holds her Life and Health Insurance license, and has her Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law Exam) and Series 24 (General Securities Principal) licenses. She graduated cum laude from Wellesley College, where she studied International Relations with a minor in Economics.
9:45 a.m. - 11:00 a.m.: GS11 and Grand Prize Drawing — Special Needs Planning and Spendthrift Trusts
Michele Collins
Director - Advanced Sales , MassMutual Financial Network
Michele Collins is a Director with MassMutual’s Advanced Sales organization. Michele joined MassMutual in 2016, having spent the last 10 years in the Advanced Markets Department at MetLife.
As a member of the Advanced Sales team, Michele provides estate, business, charitable, retirement, special needs and financial planning case assistance to MassMutual agents and financial planners. In addition, Michele provides product and sales tools support on advanced markets case work.
Michele is a graduate of the State University of New York, College at Geneseo, and the Syracuse University School of Continuing Education (Certificate in Human Resource Management). She received her JD from Suffolk University Law School in Boston. Michele has also been admitted to the Massachusetts State Bar.
Michele is a former member of the Board of Directors and the Past-President of the Boston Chapter of the Society of Financial Service Professionals (FSP). Michele is a volunteer with the Boston Bar Association’s M. Ellen Carpenter Financial Literacy Program. She is also an active volunteer with New England Donor Services (NEDS).
12:30 p.m. - 1:30 p.m.: GS8 — Practice Management Networking: Sharing Tools for Success
Katherine Goldsmith, JD, CLU, ChFC, ChSNC
Assistant Vice President, Advanced Markets, Western & Southern Financial Group
Katherine (“Kate”) Goldsmith currently serves as Assistant Vice President, Advanced Markets, for Western & Southern Financial Group and is a registered representative of W&S Brokerage Services, both headquartered in Cincinnati, Ohio. Prior to joining Western & Southern, Kate was Assistant Counsel for The Ohio National Life Insurance Company and its affiliated companies for 15+ years. Kate serves as Vice President and is on the Board of Directors of the Insurance Advertising Compliance Association (IAdCA) and is also a past President of the Association of Corporate Counsel Southwest Ohio (ACCSWO) chapter. She currently serves on LIMRA’s Advanced Sales Forum Committee.
Before becoming in-house counsel, Kate was in private practice as an associate with the Litigation Department of Taft, Stettinius & Hollister, a Midwest law firm headquartered in Cincinnati, Ohio, Kate’s birthplace. Kate graduated with a Bachelor of Arts degree and later a law degree from The Ohio State University in Columbus, Ohio. She holds FINRA Series 7 and 24 securities licenses, and the Chartered Life Underwriter, Chartered Financial Consultant and Chartered Special Needs Consultant professional designations from the American College of Financial Services. In addition, Kate has been active in various regulatory issues of concern to the insurance industry pursued by CEFLI, the ACLI, and LIMRA, among other industry groups. Kate has presented at national industry conferences hosted by CEFLI and IAdCA, as well as at national and local events for both consumers and agents sponsored by Western & Southern Financial Group and non-profit organizations. Kate has published numerous articles of interest for producers of Western & Southern Financial Group’s family of life companies and prides herself on being a problem solver.
Cliff Karthauser spent 36 years of his professional career in Executive Leadership with the Principal Financial Group. During his tenure Cliff’s organization was consistently recognized as one of Principal’s flagship firms. With 25 Management Achievement Round Table (MART) qualifications, Cliff was honored more than any other field leader and received Principal’s top honor Grand Trophy four times.
As President of CPKEdge, Cliff now serves the Insurance and Financial Services Industry as a Leadership Consultant, Executive Coach and Speaker. Cliff is sought after as a speaker for purpose-driven leadership, possibility thinking, motivation, and maximizing performance. Cliff authored and released “Breaking the Tape” where he shares his inspiring message of overcoming obstacles through the life lessons and defining moments of his experience.
10:30 a.m. - 11:30 a.m.: GS2 — Finseca’s Washington Update: Regulations, Taxes, and Elections
Alex Kim
Vice President, Public Policy, Finseca
At Finseca, we advocate for the financial security profession, develop and grow its leaders, and promote the noble and necessary work our members do to provide financial and retirement security for the individuals, families, and businesses they serve.
Alex leads the development of Finseca’s federal and state policy efforts to support the organization’s mission and strategy — managing policy setting working groups, develop policy solutions, analyze relevant marketplace, legislative, and regulatory developments to identify impacts on the profession and their clients.
Prior to joining Finseca, Alex spent over two decades working in the life insurance industry — Adv Markets and Compliance director at a life insurance agency, Adv. Case Design at a boutique financial planning shop specializing in wealth and business planning for family offices and businesses, and as an attorney in the Adv Markets team for a life insurance carrier.
He lives in New Jersey with his wife, eagerly waiting (and encouraging) for the last of his three children to leave the nest.
12:30 p.m. - 1:30 p.m.: GS8 — Practice Management Networking: Sharing Tools for Success
Thea Marasa-Scafidi, CFS, CES, MFin
Vice President, Head of Advanced Markets, Global Atlantic Financial Group
Thea started her career in financial services in 2011 with Bank of America. She joined Lincoln Financial Distributors in 2013 as part of their annuities team. She worked her way through the home office before joining the Advanced Sales team at Lincoln in 2016. Thea joined Global Atlantic as the VP of Advanced Markets in March 2023 and became Head of Advanced Markets at GA in October 2023.
Her focus is practical planning with annuities for clients with complex needs – translating the sometimes-confusing world of retirement insurance into something that financial professionals and their clients can feel confident in as they plan for the next phase of life. Ensuring that clients retire with dignity and without unwelcomed financial surprises is always her goal.
Thea holds a BA in Economics from Rutgers University and a Master of Finance from Penn State University. She holds Series 6 and 63, and Life and Health licenses.
Tim helps member firms execute sophisticated advanced wealth transfer plans by consulting with clients and centers of influence and discussing legal strategies. He also keeps members up to date on the life insurance industry at large. Tim has been an estate planning attorney for over 30 years and has over 20 years of experience in the life insurance industry designing creative, innovative and tax-efficient estate and insurance plans to meet clients’ complex needs and desires. He’s an accomplished public speaker and has spoken at numerous life insurance industry meetings in the U.S. and Canada. Before joining PartnersFinancial, Tim was a founding principal of ABM LLP, an advanced markets consulting firm. He was also associate counsel and assistant vice president with John Hancock Life Insurance Company for 10 years. At ABM and John Hancock, Tim provided estate and business planning consultation to life insurance professionals, attorneys, CPAs and other advisors. He’s consulted on cases for clients with estates ranging from a few million dollars to a billion dollars. Before entering the insurance industry, Tim was in private practice in Boston specializing in tax and estate planning. He earned his bachelor’s in economics from Cornell and his Juris Doctor from Syracuse University.
8:30 a.m. - 9:30 a.m.: GS10 — The Making of a Sturdy Hull – Advanced Sales Department Company Practices Survey Results
Deborah A. Miner, JD, CFP, CLU, ChFC, RICP
Director, National Sales Consulting, Delaware Life Marketing, Delaware Life Marketing
Deborah A. Miner, JD, CFP®, CLU®, ChFC®, RICP®, is a Director on the National Sales Consulting team at Delaware Life Marketing. She has been in the industry for several decades, serving as Editorial Director of the Tax and Financial Planning Group at The National Underwriter Company for 20+ years and overseeing the publication of 50+ tax and financial planning publications, including Tax Facts. She spent the years since in advanced sales departments of various carriers and spent several years teaching the Retirement Planning & Employee Benefits graduate course in The American College of Financial Services’ MSFP degree program.
Principal and Director, Data Science and Analytics, Milliman IntelliScript
Michael Niemerg, FSA MAAA, is Principal and Director, Data Science and Analytics at Milliman IntelliScript. In this role, he leads a team of actuaries and data scientists responsible for developing predictive models used in applications across the life and health insurance industries. His primary focus is on underwriting and leveraging data science to utilize emerging data sources.
9:45 a.m. - 11:00 a.m.: GS11 and Grand Prize Drawing — Special Needs Planning and Spendthrift Trusts
Kelly Piacenti, MA, CHSNC
Head of SpecialCare, MassMutual
Kelly Piacenti is responsible for MassMutual’s SpecialCare program which includes nearly 500 financial professionals across the country who have received extensive training in special needs planning. She also oversees partnerships between MassMutual and some of the largest special needs national non-profit organizations. Kelly serves on United Cerebral Palsy’s National Board of Directors, and on The Academy of Special Needs Planners’ Advisory Board and The American College Center for Special Needs. She was the mother of a child with special needs for 19 years, and possesses the knowledge, insight, and empathy to act as a resource for families facing similar challenges.
Senior Economic Advisor, Fort Washington Investment Advisors (part of the Western & Southern Financial Group)
Nick is an international economist turned global money manager. He has been involved in international financial markets since the early 1970s when he began his career at the U.S. Treasury and the Federal Reserve Bank of San Francisco. He subsequently worked on Wall Street for 25 years. In 2003 he became Chief Investment Officer for the Western & Southern Financial Group and its affiliate, Fort Washington Investment Advisors Inc. Nick subsequently served as Chief Economist from 2014 until 2019. He currently is an economic consultant to Fort Washington.
Sargen has written extensively on international financial markets. He has authored three books: Global Shocks, Investing in the Trump Era, and JPMorgan’s Fall and Revival. Sargen is also a regular contributor to THEHILL and forbes.com. He appeared frequently on business television programs throughout his career on Wall Street and was a regular panelist on Louis Rukeyser’s Wall Street Week.
Since passage of the Tax Cuts and Jobs Act in 2017, advisors have repeatedly warned their clients that the increased Lifetime and Generation Skipping Transfer Tax Exemptions will sunset at the end of 2025. Many clients chose to take a “wait and see” approach or made plans to make a gift. but, through neglect or procrastination, failed to act. As we enter the Exemptions’ “twilight,”, clients must act or risk missing the sunset and ending up in the dark. Incorporating client case studies, this presentation will address superior gifting techniques for clients with various amounts of wealth to convert client intentions into action, by tackling the tension between transfer and income tax planning, the missteps and traps that can result in plan failure, and tools to overcome client lethargy, reluctance, and objections.
This session will cover regulatory, tax, and political trends for 2024:
Spotlight on regulations — including updates on the DOL fiduciary rule, SEC, and more.
Chairman Jason Smith of the House Ways and Means Committee anticipates 2025 as the “Super Bowl of tax” with TCJA sunsetting after 2025. Learn the latest about federal tax policy, wealth, and wealth transfer tax, as well as the upcoming changes to the tax landscape.
In a tumultuous political landscape, the election outcomes will greatly influence interactions between financial advisors and their clients. Alex will offer clarity amid the uncertainty.
This session is always informative, insightful, and well received.
This session will cover various timely annuity, IRA, and planning questions while also diving into various pitfalls, solutions, and best practices. In addition to audience-submitted questions/issues, topics will include:
Using payments from zero balance annuities to offset RMDs from other IRAs
Zero balance annuities in Roth IRAs
Taxation of jointly owned policies
The pitfalls of positioning annuities in revocable trusts
How to file for Social Security and Medicare are time time-sensitive decisions that every client must make in preparation for retirement. Failure to do so will result in major financial penalties which penalties that often cannot be revoked. Critical parts of the Social Security system change each year. It is important to understand these changes. In 2024, the restricted filing strategy was eliminated for spousal benefits. As a result, the “the split filing” strategy is has become a popular way to add flexibility to a retirement plan. Restricted filing, however, continues to be a viable option for survivor benefits. How do these and other changes impact a financial plan? With these changes, using software-modeling tools to see how the pieces of a retirement plan fit together is becoming more important than ever.
We will review these changes and tools to find ways to help clients make good or better decisions about both Social Security and Medicare.
Advanced Solutions Director, Principal Financial Group
This session will review the US Supreme Court Connelly decision, its impact on succession planning, and viability of entity purchase arrangements.
We will discuss alternatives, like “Life Insurance LLCs" and other arrangements, and the considerations of each approach, including estate tax inclusion and transfer-for-value risks.
The focus of this session will be on the Four Pillars of Passion, Purpose, Vision, and Mission; and the Four Threads of Thought, Preparation, Effort, and How You Live Your Life. Passion, it’s not a plan; Purpose, your own unique answer to the question why; Vision, your road map and your compass; and Mission, defining your legacy. Unlocking your one thing and discovering the four key factors necessary to build team momentum will be discussed, as well as what it takes to have a breakthrough in business and in life.
It’s 2016 all over again — the Department of Labor has again promulgated new rules converting “qualified” annuity and life insurance sales recommendations into fiduciary investment advice. While the lawsuits have already begun, it is likely that the new rules will go into effect before the courts finish their deliberations, and so producers, intermediaries, and carriers have a small amount of time to get into compliance with a large number of changes.
In this session we’ll discuss the big questions facing producers, intermediaries, and carriers:
What annuities and life insurance products are covered?
When are sales recommendations now fiduciary advice?
What compensation is prohibited and what is permitted?
What process changes need to be implemented and documented for fiduciary recommendations?
Which exemption is being used and who is responsible for compliance?
Artificial intelligence (AI) is a topic everyone is talking about, and also avoiding talking about. In either case, it’s quickly making its way into the insurance industry. For this session, we’ve assembled a panel of humans who are involved with AI within our industry in various capacities to discuss some of the questions on everyone’s mind: What exactly is AI? What can it do and not do? How is it currently being used by insurance carriers (and will they still need Advanced Sales departments)? What are their predictions about developments that we might expect to see, both in the near future, and beyond? This session is one not to be missed!
As planners, we are aware of the Tax Cuts and Jobs Act provisions that are scheduled to sunset at the end of 2025. Due to these changes, estate planning might look a little different while yet perhaps causing a resurgence of old ideas, like ILITs and SLATs. In this session, we will discuss the changes that impact our clients and the solutions available to address these changes. Join Tim McFarland in this general session to learn more about how to help the mass affluent after sunset.
Assistant Vice President, Advanced Markets, Western & Southern Financial Group
Thea Marasa-Scafidi, CFS, CES, MFin
Vice President, Head of Advanced Markets, Global Atlantic Financial Group
Join us for an interactive session where we will share best practices and thoughts centered on:
Talent management
Resources
Communicating your value
What Advanced Sales teams are responsible for internally within our firms and externally to our clients
We will gain takeaways from our peers who understand the unique space that is Advanced Sales. Come to this session ready to share what makes you successful in your role and how we can improve and navigate the Advanced Sales landscape.
This session will focus on exciting changes to annuities brought about by SECURE 2.0, including those to QLACs, RMDs, 72(t) distributions, 529-to-Roth rollovers, and more. What were our initial thoughts and observations on the changes? What additional guidance (the Blue Book and Notice 2024-02) has there been—? What new marketing strategies emerged? What changes have carriers made in response to SECURE 2.0, if any? And, what’s next?
Senior Director –— Sophisticated Planning Strategies, Northwestern Mutual
Ashley Thon, J.D.
Advanced Life Supervisor and Legal Counsel, Federated Life Insurance Company
Farmers and ranchers across the U.S. own and operate complex highly concentrated businesses with cumulative land value alone worth more than $3 trillion. This workshop will explore the estate and succession planning challenges they face, including:
Planning for the TCJA Sunset in 2025
Protecting farm legacies through business transition strategies
Understanding the importance of business entity choice
We will discuss how life insurance and annuities can be used to help farmers and ranchers achieve their planning goals.
Assistant Vice President, Advanced Designs, Pacific Life
Great employees are hard to find and even harder to retain unless they feel valued. What options are available to appropriately reward a company’s best talent? Come to this interactive workshop to explore different options as we dive into a case study. Come with your ideas and be prepared to work with a small group to generate creative solutions.
Vice President, Director of Advanced Market Sales, Athene
Please join Jay Kautt, VP and Director of Advanced Market Sales at Athene for a discussion of charitable planning strategies that are prevalent in today’s landscape. Previously, Jay spent seven years in the Planned Giving Department at the University of Minnesota Foundation.
This will be an interactive presentation and will start with the basics and ramp up to more complex giving strategies. The presentation will include, but is not limited to, the following topics: testamentary bequests, the qualified charitable distribution, donor advised funds, and charitable remainder trusts. The presentation will also focus on what assets clients might want to give to charity or use to fund other charitable vehicles. There will also be a discussion of the tax deductions available to donors based on the different gifting strategies they employ.
Charitable planning is quickly becoming a topic more and more clients are willing and eager to discuss. This presentation will provide the building blocks of understanding the options available.
Economic Consultant, Western & Southern Financial Group
The 2024 election is shaping up to be one of the nation’s most important. While polls currently favor Trump’s handling of the economy over Biden’s, sentiment could shift if inflation subsides and the Fed lowers interest rates. Two key questions are: (i) Will Trump reignite a trade war if he wins? and (ii) Will either candidate finally tackle the outsized U.S. budget deficit?
One piece of advice: Stay objective when making investment decisions. The session will explain why this is important to be successful.
Director, National Sales Consulting, Delaware Life Marketing, Delaware Life Marketing
A successful advance sales department needs a “sturdy hull” to navigate through the changing, often tumultuous, tides of advanced sales.
How does your company’s structure and practices compare to your peers? What services are you providing that give you a competitive advantage? What services can you add to be the company of choice for these sophisticated cases? Is turnover a concern? Are you providing the technology and training to retain and upskill your key staff? Attend this session to hear the results of our 2024 Advanced Sales Department Company Practices survey, while hearing the perspective from a company active in this dynamic market.
Director - Advanced Sales , MassMutual Financial Network
Kelly Piacenti, MA, CHSNC
Head of SpecialCare, MassMutual
Creating an integrated legal and financial plan for families with special needs is critical. For many legal instruments there is a financial backdrop. This session will dive into various important components of special needs planning including government benefits, special needs trusts, guardianship and alternatives, and a letter of intent. We will also discuss ABLE accounts and how they work in conjunction with special needs trusts in planning. We will provide an overview of spendthrift trusts, particularly special needs trusts, and how they can be used as part of the family’s planning process. Attendees will come away with a better understanding of some of the unique aspects of planning for this important community.
Registration
Early Registration Fee (by July 5th) Member: $1,650 Nonmember: $2,850
Standard Registration Fee (after July 5th): Member: $1,850 Nonmember: $3,050
Cancellation Policy
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. All cancellations must be received in writing. Email customer.service@limra.com
All cancellations must be received in writing. Email customer.service@limra.com. Cancellations received before July 22, 2024, will be refunded, less a $75 processing fee. Cancellations received from July 22, 2024 to August 5, 2024 will be refunded, less a $375 processing and administrative fee. No refunds will be issued after August 5, 2024.
Make your reservations by July 16, 2024 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 $363.00 single/double (plus applicable sales taxes). Requests after July 16, 2024 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.
Become a Sponsor or Exhibitor
The Advanced Sales Forum connects industry experts, business thought leaders, and top-notch life & annuity professionals.
Join the conversation by securing a sponsorship or exhibiting at the conference.
Created by advanced sales professionals, the Forum provides advice and insights from industry leaders, and subject matter experts, with unique expertise in this segment of the financial services market. Whether you are seeking new, innovative ways to meet the challenges of organizational change, creative, yet proven concepts to bring to your distribution partners, or finding more effective ways to communicate with and educate stakeholders, attending the Forum will give you unparalleled insights from peers and implementable ideas from experts.
