2023 Advanced Sales Forum - Sponsors and Exhibitors

Gold Sponsor

Guardian makes a difference when people need us most. A leading provider of insurance and financial products and services, we are guided by our purpose to inspiring well-being^TM across mind, body, and wallet. We are a trusted resource to millions, helping them prepare and plan for the future and recover in times of loss, and we drive value beyond the dividend through investments in our people and communities. Behind every bright future is a Guardian^TM. Learn more at guardianlife.com.

Guardian® is a registered trademark of The Guardian Life Insurance Company of America.

Silver Sponsors

Founded in 1887, Ameritas offers a wide range of insurance and financial products and services to individuals, families and businesses. These products and services include life insurance; annuities; individual disability income insurance; dental, vision and hearing care insurance; and retirement plans. We’re here to help people plan well and enjoy life for generations to come. That’s what we call fulfilling life. For more information, visit: ameritas.com.

Equitable is one of America’s leading financial services companies. Founded originally in 1859, the company’s mission is to help clients secure their financial well-being with advice, protection and retirement strategies for individuals, families and small businesses. Visit us at: www.equitable.com

Jackson^® (NYSE: JXN) is committed to helping clarify the complexity of retirement planning — for financial professionals and their clients. Through our range of annuity products, financial know-how, exceptional service and streamlined experiences, we strive to reduce the confusion that complicates retirement planning. We take a balanced, long-term approach to responsibly serving all our stakeholders, including customers, shareholders, distribution partners, employees, regulators and community partners. We believe by providing clarity for all today, we can help drive better outcomes for tomorrow. For more information, visit www.jackson.com.

MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. Founded in 1851, the company has been continually guided by one consistent purpose: we help people secure their future and protect the ones they love. With a focus on delivering long-term value, MassMutual offers a wide range of protection, accumulation, wealth management and retirement products and services. For more information, visit www.massmutual.com.

Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. With over $627 billion of total assets being managed across the company's institutional portfolio as well as retail investment client portfolios, more than $36 billion in revenues, and $2.3 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 111 on the 2023 FORTUNE 500 and was recognized by FORTUNE® as one of the "World's Most Admired" life insurance companies in 2024. Visit us at: https://www.northwesternmutual.com/

Pacific Life provides a variety of products and services designed to help individuals and businesses in the retail, institutional, workforce benefits, and reinsurance markets achieve financial security. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative life insurance and annuity solutions, as well as mutual funds, that provide value and financial security for current and future generations. Supporting our policyholders for more than 150 years, Pacific Life is a Fortune 500 company headquartered in Newport Beach, California. For additional company information, including current financial strength ratings, visit www.PacificLife.com.

For more than 175 years, Penn Mutual has been helping people get stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day. Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses. Penn Mutual supports its financial professionals with retirement and investment services through its wholly-owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com

The companies of Sammons Financial Group® help families and businesses by empowering futures and changing lives. Sammons Financial Group is employee owned with member companies that are among the most enduring and stable in the financial services industry. Our companies include Midland National^® Life Insurance Company (including Sammons® Corporate Markets); North American Company for Life and Health Insurance^®; Sammons Institutional Group® (including Midland Retirement Distributors® and Sammons Retirement Solutions^®) and Beacon Capital Management, Inc. Committed to our communities, Sammons Financial Group is Midwest-based, with offices in Iowa, Illinois, North Dakota, Ohio, and South Dakota.Visit us at: https://www.sammonsfinancialgroup.com/

Exhibitors

FP Alpha is an AI-driven comprehensive financial planning solution that enables advisors to provide actionable and personalized recommendations to clients in a scalable, intelligent, and cost-efficient manner across 17 disciplines including tax, estate and insurance. It integrates seamlessly into the many stages of the financial planning process. AI driven technology, like FP Alpha, enables financial advisors to save hours of time through the automation of “reading” clients’ financial documents such as tax returns and wills and then identifying actionable insights from those documents. Tools within the software, including the Tax Snapshot and the Roth Conversion Simulator, provide advisors with dynamic client engagement report allowing them to deepen existing client relationships while also helping to establish and develop new ones, all while quantifying the value of their advice. Visit us at: https://fpalpha.com

Hoopis Performance Network provides digital learning solutions designed to develop the knowledge and skills of financial advisors, firm leaders, and employees/staff at all levels. HPN’s scalable, customizable solutions equip financial organizations with value-added resources to increase productivity and retention of advisors and their teams. Connect with us to learn why over 100,000 financial professionals leverage HPN for their needs in sale effectiveness, practice management, marketing, advanced planning, staff development and more! https://hoopis.com/

For over 45 years, PGI Partners, Inc. (formerly Pentera Group) has been a trusted partner for those working in the advanced markets. Our dedicated team of life insurance and financial services specialists (attorneys, writers, designers, and technology experts) has leveraged our depth of knowledge and experience to provide critical, targeted support, every step of the way. We encourage you to explore our Advanced Markets Resource Center (AMRC)—a user-friendly suite of tools designed to educate and equip producers, motivate clients, increase sales, and strengthen your brand. This thoughtful blend of vetted, field tested, peer-reviewed tools includes a comprehensive reference source, five learning modules, a set of calculators, sample documents, and collateral sales support (flexible presentations, one-pagers, case studies, “conversation starter” videos, and a useful tax guide). Additionally, the AMRC contains two smaller resource centers focused on Business Succession Planning and Retirement Planning. Visit www.pgiresources.com today to learn more. Powered by TCPDF (www.tcpdf.org)