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Event Date | Tue May 7 EDT - Thu May 9 EDT (over 5 years ago) |
Location |
The Westin
241 W Washington St, Indianapolis, IN 46204, USA |
Region | Americas |
Who Attends?
If you are responsible for external wholesalers or internal wholesalers, this summit is for you. Wholesaler leaders from across the industry come together to share experiences, challenges, and best practices in a highly engaging meeting.
Attendees are sales desk managers and heads of external wholesalers. Team leads are not eligible; you must supervise an entire sales desk team to qualify. Seating is limited.
Highlights:
This summit will help you fine-tune your wholesaling team and be sure it’s engineered to perform at its absolute best. The interactive, open discussion format, calibrated with dynamic presentations from thought leaders, is sure to engage participants. There will be plenty of time to network, exchange ideas, meet new people, connect with peers, and more.
Watch this site for more details as we get closer to the event.
Whatever you do, don’t miss this unique event and be sure to bring your counterpart along with you for the ride.
2019 Speakers
Cathy Jo Borgman, CPCU, FLMI, ACS
Sales Desk Director, Pacific Life
Mark Hopkins, CLU
Executive Director, Financial Services Advisory Practice, EY
Chad Mueller
National Sales Director, CUNA Mutual Group
Sean F. O'Donnell
Vice President, Member Relations and Consulting, LIMRA, LOMA and LL Global
Seth Preus
Advisor, RacingSnail
Zach Veach
Andretti Autosport IndyCar Driver
2019 Sponsors
• EY
• Guggenheim Life and Annuity Company
• RacingSnail