2015 Advanced Sales Forum Agenda
Monday, August 3, 2015
7:45 a.m. - 6:00 p.m. - REGISTRATION OPEN
7:45 a.m. - 8:45 a.m. - BREAKFAST
8:45 a.m. - 9:00 a.m. - OPENING WELCOME
Coronado CD
9:00 a.m. - 10:00 a.m. - GENERAL SESSION I
Issues and Opportunities in Advanced Markets 2015
Coronado CD
10:00 a.m. - 10:30 a.m. - BREAK
10:30 a.m. - 11:30 a.m. - GENERAL SESSION II
A Washington Update From AALU
Coronado CD
11:30 a.m. - 11:45 a.m. - ANNOUNCEMENTS
11:45 a.m. - 1:00 p.m. - LUNCH
1:00 p.m. - 2:00 p.m.: CONCURRENT SESSIONS
1. Annuities: Current Trends and Topics
Coronado CD
2. The Evolution of Long-term Health Care and Insuring the Risk
Coronado B
2:00 p.m. - 2:30 p.m. - BREAK
2:30 p.m. - 3:30 p.m.: CONCURRENT SESSIONS
3. Retirement Income Optimization in a “Pension-less” World
Coronado CD
4. Persuading to Act
Coronado B
3:30 p.m. - 4:00 p.m. - BREAK
4:00 p.m. - 5:00 p.m. - GENERAL SESSION III
The Advanced Sales Value Proposition — Home Office Perception vs. Advisor Reality
Coronado CD
5:00 p.m. - 5:30 p.m. - BREAK
5:30 p.m. - 7:00 p.m. - WELCOME RECEPTION
Tuesday, August 4, 2015
7:00 a.m. - 5:30 p.m. - REGISTRATION OPEN
7:00 a.m. - 8:00 a.m. - BREAKFAST
8:00 a.m. - 9:00 a.m. - GENERAL SESSION IV
What’s Hot and What’s Not
Coronado CD
9:00 a.m. - 9:30 a.m. - BREAK
9:30 a.m. - 10:30 a.m.: CONCURRENT SESSIONS
5. Securing Your Retirement — Transforming Social Security Into a Winning Retirement Strategy
Coronado B
6. Effective Strategies for Pass-Through Business Entities
Coronado CD
10:30 a.m. - 10:45 a.m. - BREAK
10:45 a.m. - 11:45 a.m.: CONCURRENT SESSIONS
7. Financial Underwriting Update: Behind the Art of the Science
Coronado CD
8. Thought Leadership Goes Viral!
Coronado B
11:45 a.m. - 12:45 p.m. - LUNCH
12:45 p.m. - 1:45 p.m. - GENERAL SESSION V
Decanting an Irrevocable Trust: The Ultimate Do-Over
Coronado CD
1:45 p.m. - 2:00 p.m. - BREAK
2:00 p.m. - 3:00 p.m.: CONCURRENT SESSIONS
9. Tax Traps of Life Insurance and Annuities
Coronado CD
10. It’s a New Conversation! Staying Relevant: Uncovering Opportunities in Plain Sight
Coronado B
3:00 p.m. - 3:15 p.m. - BREAK
3:15 p.m. - 4:15 p.m. - GENERAL SESSION VI
A Mass Affluent Retirement Income Plan
Coronado CD
4:15 p.m. - 4:30 p.m. - BREAK
4:30 p.m. - 5:30 p.m.: CONCURRENT SESSIONS
11. Income Tax Planning — The New World of Estate Planning
Coronado CD
12. Estate Planning for IRAs: The Sales Ideas
Coronado B
5:30 p.m. - 6:00 p.m. - REFRESHMENTS AND EXHIBITOR RAFFLE
Wednesday, August 5, 2015
7:30 a.m. - 10:30 a.m. - REGISTRATION OPEN
7:30 a.m. - 8:30 a.m. - BREAKFAST
8:30 a.m. - 9:30 a.m. - GENERAL SESSION VII
Charitable Remainder Trusts, Life Insurance, Annuities, and IRC § 453 Installment Sales
Coronado CD
9:30 a.m. - 9:45 a.m. - BREAK
9:45 a.m. - 10:00 a.m. - GRAND PRIZE DRAWING
10:00 a.m. - 11:00 a.m. - GENERAL SESSION VIII
The Past, Present and Future of Planning With Indexed Universal Life Insurance (IUL)
Coronado CD