Advanced Sales Forum 2024 | LIMRA | 12 August 2024 | Fairmont Copley Plaza Boston, 138 St James Ave, Boston, MA 02116, USA

Navigating the Changing Tides

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.

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.

2024 Speakers

Stephen Alloy, J.D., MBA, CLU, ChFC, MSFS
Advanced Markets Consultant, Mutual of Omaha

Alex Baldenko
Head of Data Science, Mass Mutual

Kathleen Bilderback, JD, LL.M. (Taxation), AEP
Counsel, Sandberg Phoenix & von Gontard P.C.

Nathalie Blume
Principal Data Scientist, Mutual of Omaha

Amy Bryant, J.D., CLU
Director of Advanced Sales, Penn Mutual Life

Bradford Campbell
Partner, Drinker Biddle & Reath, LLP

Ana Medinaceli Canelos, CLTC
Director, Advanced Markets, John Hancock

Michele Collins
Director - Advanced Sales, MassMutual Financial Network

Katherine Goldsmith, JD, CLU, ChFC, ChSNC
Assistant Vice President, Advanced Markets, Western & Southern Financial Group

Cliff Karthauser, CLU, ChFC, CLF
Founder and President, CPKEdge

Alex Kim
Vice President, Public Policy, Finseca

Thea Marasa-Scafidi, CFS, CES, MFin
Vice President, Head of Advanced Markets, Global Atlantic Financial Group

Tim McFarland, J.D.
Vice President, Advanced Sales, Partners Financial

Deborah A. Miner, JD, CFP, CLU, ChFC, RICP
Director, National Sales Consulting, Delaware Life Marketing

Michael Niemerg, FSA, MAAA
Principal and Director, Data Science and Analytics, Milliman IntelliScript

Kelly Piacenti, MA, CHSNC
Head of SpecialCare, MassMutual

Nicholas P. Sargen, Ph.D.
Senior Economic Advisor, Fort Washington Investment Advisors (part of the Western & Southern Financial Group)

2024 Sponsors

GOLD SPONSOR:
• Guardian

SILVER SPONSORS:
• Ameritas
• Corebridge
• Equitable
• Jackson
• MassMutual
• Northwestern Mutual
• Pacific Life
• Sammons
• Securian Financial

SPONSOR:
• Ashar Group