Advanced Sales Forum 2023 | LIMRA | 7 August 2023 | The Ritz-Carlton, Chicago, At Water Tower Place, 160 E Pearson St, Chicago, IL 60611, USA
Venue
The Ritz-Carlton, Chicago
The Ritz-Carlton, Chicago, At Water Tower Place, 160 E Pearson St, Chicago, IL 60611, USA
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| Event Date |
Mon Aug 7 CDT - Wed Aug 9 CDT (over 1 year ago)
In your timezone (EST): Mon Aug 7 1:00am - Wed Aug 9 1:00am |
| Location |
The Ritz-Carlton, Chicago
At Water Tower Place, 160 E Pearson St, Chicago, IL 60611, USA |
| 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 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.
Speakers
2023 Speakers
The Hon. Bradford P. Campbell
Partner, Faegre Drinker Biddle & Reath LLP
Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®
Managing Partner of Wealth Solutions, Carson Wealth Management
Debra Jasper, Ph.D.
Founder and CEO, Mindset Digital
Robert S. Keebler, CPA/PFS, MST, AEP
Partner, Keebler & Associates, LLP
Alex Kim
Vice President, Public Policy, Finseca
Amy C. O'Hara, J.D., CELA
Partner, Littman Krooks LLP
Severiano Ortiz
International Private Client Attorney for Multinational Families and Their Businesses, MNF Legal PLLC
William T. Rolack, Sr.
Chief Inclusion and Diversity Officer, Kroll
Wendell Stallings, CFP®, CLU®, ChFC®, RICP®
Sales Director, Advanced Solutions & Design, Ameritas
Sponsors & Partners
2023 Sponsors
GOLD SPONSOR:
• Guardian
SILVER SPONSORS:
• Ameritas
• Quitable
• Jackson
• MassMutual
• Northwestern Mutual
• Pacific Life
• Penn Mutual
• Sammons Financial
SPONSORS:
• Ashar Group
• Vymo
• Wintrust Life Finance
EXHIBITORS:
• FP Alpha
• Hoopis Performance Network
• PGI Partners