Advanced Markets 2023 | Finseca | 20 March 2023 | TBA, Washington, DC

There is simply no other meeting where you will learn how to spot new opportunities you may not have known existed!

2023 Speakers

MAIN STAGE SPEAKERS:

Kathy Bostjancic
Chief Economist and SVP, Nationwide

Melissa Bova
VP, State Affairs, Finseca

Marc Cadin
CEO, Finseca

Brad Campbell
Partner, Faegre Drinker

Josh Caron
Vice President of Federal Affairs, Finseca

Stephanie Chung
Founding Chief Growth Officer & Current Global Brand Ambassador, Wheels Up

Ed Deutschlander
North Star Resource Group

Jennifer Fox
VP, Political Affairs, Finseca

Jim Hebets
President, The Hebets Company

Larry Jacobson
President, Forum400

Ken Kies
Managing Director, Federal Policy Group

Dan LaBert
President, Brokerage Division and EVP Member Experience and Communities, Finseca

Eric Naison-Phillips
Principal, Winged Keel Group

Jeff Ricchetti
President, Ricchetti, Inc.

Paul Ryan
Former Speaker of the United States House of Representatives

Armstrong Robinson
Chief Advocacy Officer, Finseca

Rick Van Benschoten
Executive Vice President, Business Development, Wealthspire Advisors

George Van Dusen, IV
CEO, DBS

Keith Wagner
Wealth Management Advisor, Northwestern Mutual

General Anthony Zinni
Chairman, The SPECTRUM Group

BREAKOUT SESSION SPEAKERS:

Michael Amoia
VP, Advanced Markets, Valmark Financial Group

William Bell
Vice President, Advanced Designs Unit, Pacific Life Insurance Company

Austin Bichler
AVP Actuary, Allianz Life

Michael Book
General agent, Fifth Avenue Financial

Melissa Bova
VP, State Affairs, Finseca

Andrea Brandon
Director of High Net Worth Solutions, Pacific Life

Shawn Britt
Director, Long-term Care Initiatives, Nationwide

Chelsea Brochu
Commonwealth Financial Group

Caroline Brooks
AVP & Counsel, Head of Advanced Markets, John Hancock

Steve Cain
Director, LTCI Partners, LLC

Josh Caron
Vice President of Federal Affairs, Finseca

Luis Chiappy
Executive Vice President - East Region, Equitable Advisors

Cindy Davis
NFP

Ralph Dittrich
Vice President, Life Product Management, Crump Life Insurance Services

Matthew Douglas
VP, PartnersFinancial

Jack Elder
Senior Director, Advanced Sales, CBS Brokerage

Michael Fontanini
Vice President, Advanced Sales and Design, Lion Street

Justin Gladiuex
SVP, Firm Development, Lion Street

Andrew Gordon
Director, Advanced Sales, Commonwealth Financial Group

Charles Gray
Assistant Vice President, MassMutual

Tony Greene
Senior Vice President of Business Development, NFP

Jamie Hebets
Senior Vice President, The Hebets Company

Karen Hofmann
Vice President, Advanced Planning Retirement and Life Distribution, Prudential

Shelby Hollister-Share
Chief Strategy and Operations Officer, Equitable

Jay Judas
CEO, Life Insurance Strategies Group, LLC

Natalia Keene
Advanced Sales Counsel, Securian Financial Group, United States

Neil Kulkarni
Head of Product Strategy, M Financial Group

Annette Lyght
Head of Life Large Case Unit, MassMutual

Stephanie Moench
Principal, Oliver Wyman

Michael Ori
Vice President Corporate Markets – Advanced Sales & Consulting, Lion Street

Wade Pfau
RISA, LLC

Tim Pfeifer
President, Pfeifer Advisory

Mike Roesler
Regional Vice President, Advanced Planning, Principal

Ben Roth
National Sales Vice President, Securian

Brian Sak
Managing Partner, Granite Harbor Group

Bobby Samuelson
Executive Editor, The Life Product Review

Philip Sarnecki
CEO/Managing Partner, RPS Financial Group

Eileen Shovlin
Director, Business Development, Crump

David Simon
Insuring A Better World Fund

Robert Stuchiner
Advisor, Synergy

Joesph Taylor
Vice President, Annuity Sales, Brokers'​ Service Marketing Group

John Valickus
Vice President and Chief Underwriter, Lincoln Financial Group

Kristin Willliams
SVP Advanced Sales, NFP

Hudson Williams
Tax Counsel, Capital Strategies

2023 Sponsors

STRATEGIC:
• Allianz
• Bright House
• Equitable
• John Hancock
• Pacific Life
• Penn Mutual

PREMIER:
• Crump
• Guardian

CHAMPION
• Lion Street
• Mass Mutual
• New Port
• Principal
• Protective

SUPPORTING:
• Abacus Life
• Andesa
• Ash
• Asset Life Settlements
• Lake land Bank
• MIB
• Symetra
• The Bancorp
• Valley
• Welcome Funds