2022 Advanced Sales Forum Agenda
Monday, August 8, 2022
6:45 am - 6:00 pm - Registration Open
7:45 am - 8:45 am - Breakfast
8:40 am - 9:00 am - Welcome & Opening Remarks
9:00 am - 10:00 am - General Session
Washington Update
10:00 am - 10:30 am - Refreshment Break
10:30 am - 11:30 am - General Session
Sophisticated Estate Planning Strategies Leveraging Life Insurance
11:45 am - 1:00 pm - Lunch
1:00 pm - 2:00 pm: CONCURRENT SESSIONS
1. Revitalize LTC Strategies
2. Life Insurance and Social Security: Perfect Together
2:00 pm - 2:30 pm - Refreshment Break
2:30 pm - 3:30 pm: CONCURRENT SESSIONS
3. 10 Basic Financial Steps for Special Needs Caregivers
4. Annuities in Trust — Impactful Ideas and Key Considerations
3:30 pm - 4:00 pm - Refreshment Break
4:00 pm - 5:00 pm - What’s Hot, What’s Not: 2022 Edition
5:00 pm - 6:30 pm - LIMRA Reception
Tuesday, August 9, 2022
7:00 am - 5:30 pm - Registration Open
7:00 am - 8:00 am - Breakfast
8:00 am - 9:00 am - Post-SECURE IRA Planning: Rewritten, Reworked and Rewarding
9:00 am - 9:15 am - Refreshment Break
9:15 am - 10:15 am - The Economy – Implications for Advanced Sales
10:15 am - 10:30 am - Break
10:30 am - 11:30 am - Planning for Digital Assets — A Blockchain Primer
11:30 am - 12:30 pm - Lunch
12:30 pm - 1:30 pm - Advanced Sales + Zoom: Getting Beyond Good Enough
1:30 pm - 1:45 pm - Break
1:45 pm - 2:45 pm: CONCURRENT SESSIONS
5. Navigating the “Great Resignation”
6. Getting Beyond Good Enough
2:45 pm - 3:00 pm - Break
3:00 pm - 4:00 pm - Sophisticated Insurance Planning With Grantor Trusts
4:00 pm - 4:15 pm - Refreshment Break
4:15 pm - 5:15 pm: CONCURRENT SESSIONS
7. What’s Going On in the Premium Financing Space: A Panel Discussion
8. Life & Annuity: Tips & Traps of the Parallel Paths to Solving Client Needs