Advanced Sales Forum 2021 | LIMRA | 2 August 2021 | Virtual
Venue
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date | Mon Aug 2 EDT - Tue Aug 3 EDT (over 3 years ago) |
| Location | Virtual |
| Region | Americas |
Details
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.
Speakers
2021 Speakers
Jay Adkisson
Partner, Adkisson Pitet LLP
Kelly Finnell, J.D., CLU, AIF®
Founder and President, Executive Financial Services, Inc., (EFS)
Debra Jasper, Ph.D.
Founder and CEO, Mindset Digital
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Partner, Keebler & Associates, LLP
Armstrong Robinson
Chief Advocacy Officer, Finseca
Nicholas P. Sargen, Ph.D.
Economic Consultant, Fort Washington Investment Advisors Inc.
Martin M. Shenkman, CPA, MBA, PFS, AEP, J.D.
Attorney, Martin M. Shenkman, PC
Sponsors & Partners
2021 Sponsors
• Pacific Western Bank
• Pentera Group Inc.