2024 Advanced Sales Forum Presentations
Presentations
GS1 - Best Planning Ideas for the Twilight of Higher Exemptions
Kathleen W. Bilderback, Counsel, Sandberg, Phoenix and von Gontard, P.C
Breakout 1 - Taxes, Titling, and Trusts What You Don’t Know Can Hurt You
Jay Kautt, Vice President, Director of Advanced Market Sales, Athene; Gary Pence, Director, Advanced Markets, Corebridge Financial; Kevin Russ, Director, Advanced Markets Group, Brighthouse Financial; and Chris Bogren, (Moderator), Vice President, Advanced Planning, Jackson
Breakout 2 - Social Security & Medicare Update 2024
David G. Freitag, Financial Planning Consultant, MassMutual - Boston
GS3 - Navigating Hazardous Buy-Sell Seas How the Connelly Case Changed the Landscape, and What Do We Do Now
Polina Engel, Director, Advanced Solutions, The Principal Financial Group; Stephen E. Alloy, Advanced Sales consultant, Mutual of Omaha; Ana Medinaceli Canelos, Director, Advanced Markets, John Hancock; and Amy Bryant, Director, Advanced Sales, Penn Mutual Life Insurance
GS4 - Possibility Thinking The Slight Edge
Cliff Karthauser, Keynote Speaker, Leadership, Consultant, Executive Coach, Author, CPK Edge
GS5 - Got Fiduciary Selling Annuities in a Post-DOL World
Hon. Bradford P. Campbell, Partner, FaegreDrinker
GS7 - Ebb & Flow of Estate Tax Planning Helping the Mass Affluent after Sunset
Timothy McFarland JD, VP Advanced Sales. NFP
GS8 - Practice Management Networking Sharing Tools for Success
Thea Marasa-Scafidi, VP, Head of Advanced Markets, Global Atlantic Financial Group; and Katherine D. Goldsmith AVP, Advanced Markets, Western Southern Financial Group
Breakout 4 - Cultivating Estate Planning for Farmers & Ranchers
Ashley M. Thon, JD, Advanced Life Supervisor & Counsel, Federated Insurance and Matt Johnston, Senior Director –Sophisticated Planning Strategies, Northwestern Mutual
Breakout 5 - Wicked Good Benefits for Wicked Good Employees
David Hayward, Advanced Sales Specialist, National Life Group; and Monica Rhee, AVP Advanced Designs, Pacific Life
Breakout 6 - The Art of Giving Strategies for Effective Charitable Planning
Jay Kautt, Vice President, Director of Advanced Market Sales, Athene
GS9 - Impact of 2024 Election on the Economy and Markets
Nicholas Sargen, Economic Consultant, Western & Southern Financial Group
GS10 - The Making of a Sturdy Hull Advanced Sales Department Company Practices Survey Results
Deborah A. Miner, VP, National Sales Consulting, Delaware Life Marketing
GS11 - Special Needs Planning and Spendthrift Trusts
Kelly Piacenti, Head of SpecialCare, MassMutual; and Michele Collins, Director of Advanced Sales, MassMutual