2025 Advanced Sales Forum Agenda
Sunday, August 10, 2025
3:00 p.m. - 7:00 p.m. - Registration
Monday, August 11, 2025
7:45 a.m. - 8:45 a.m. - Breakfast
8:45 a.m. - 9:00 a.m. - Welcome and Opening Remarks
9:00 a.m. - 10:00 a.m. - Finseca’s Washington Update: Navigating Tax Reform
10:00 a.m. - 10:30 a.m. - Refreshment Break
10:30 a.m. - 11:30 a.m. - Escaping Traps: When Life Insurance Funds Business Buy-Sell Agreements
11:30 a.m. - 11:45 a.m. - Announcement — Debbie Miner, JD, CFP, CLU, ChFC, RICP, Vice President, National Sales Consulting, Delaware Life Marketing
11:45 a.m. - 1:00 p.m. - Sponsored Lunch
1:00 p.m. - 2:00 p.m.: Breakout Sessions
Breakout 1 — A Big, Beautiful Panel: Avoiding Pitfalls, Traps and Landmines with Annuities
Breakout 2 — Unlocking Growth With Business Owners
2:00 p.m. - 2:30 p.m. - Refreshment Break
2:30 p.m. - 3:30 p.m.: Breakout Sessions
Breakout 3 — Exploring LTC: Protecting Wealthy Clients and Business Owners
Breakout 4 — Life Insurance Bonus Plans: ERISA and Tax
3:30 p.m. - 4:00 p.m. - Refreshment Break
4:00 p.m. - 5:00 p.m. - Producer Perspectives: Growth and Partnership in Advanced Sales
5:00 p.m. - 6:30 p.m. - Welcome Reception
Tuesday, August 12, 2025
7:00 a.m. - 5:30 p.m. - Registration
7:00 a.m. - 7:45 a.m. - Breakfast
7:45 a.m. - 9:00 a.m. - Dancing the Tax Tango: Taxes Then and Now
9:00 a.m. - 9:15 a.m. - Break
9:15 a.m. - 10:15 a.m. - Estate Planning
10:15 a.m. - 10:30 a.m. - Break
10:30 a.m. - 11:30 a.m. - Visualizing Retirement Income Strategies
11:30 a.m. - 12:30 p.m. - Lunch
12:30 p.m. - 1:30 p.m. - Practice Management Networking: Sharing Tools for Success
1:30 p.m. - 1:45 p.m. - Break
1:45 p.m. - 2:45 p.m.: Breakout Sessions
Breakout 5 — Special Needs Planning: What You Need to Know
Breakout 6 — Social Security: The Choice of a Lifetime
2:45 p.m. - 3:00 p.m. - Break
3:00 p.m. - 4:00 p.m.: Breakout Sessions
Breakout 7 — Beyond Taxed: Estate Planning & Life Insurance
Breakout 8 — Decoding the IRA Beneficiary Maze: Industry Insights on SECURE Act Changes and Strategies