2016 Advanced Sales Forum Agenda

Monday, August 1, 2016

7:45 am - 6:00 pm - REGISTRATION OPEN

7:45 am - 8:45 am - BREAKFAST

8:45 am - 9:00 am - OPENING WELCOME

9:00 am - 10:00 am - GENERAL SESSION 1

Innovation in Advanced Sales

10:00 am - 10:30 am - BREAK

10:30 am - 11:30 am - GENERAL SESSION 2

Key Income Tax Planning Strategies That Can Make or Break Your Client’s Estate and Financial Plans

11:30 am - 11:45 am - ANNOUNCEMENTS

11:45 am - 1:00 pm - LUNCH

1:00 pm - 2:00 pm: CONCURRENT SESSIONS

1. Income Tax Planning for Business Entities and Trusts — What You Don’t Know Can Hurt You!

2. Redefining Advanced Sales — Innovation and Transformation

2:00 pm - 2:30 pm - BREAK

2:30 pm - 3:30 pm: CONCURRENT SESSIONS

3. Mindset of Millennials — Attracting Millennials to Your Organization

4. How to Use Social Media to Increase Sales

3:30 pm - 4:00 pm - BREAK

4:00 pm - 5:00 pm - GENERAL SESSION 3

A Washington Update From AALU

5:00 pm - 5:30 pm - BREAK

5:30 pm - 7:00 pm - WELCOME RECEPTION

Tuesday, August 2, 2016

7:00 am - 5:30 pm - REGISTRATION OPEN

7:00 am - 8:00 am - BREAKFAST

8:00 am - 9:00 am - GENERAL SESSION 4

What’s Hot and What’s Not

9:00 am - 9:30 am - BREAK

9:30 am - 10:30 am: CONCURRENT SESSIONS

5. Contemporary Estate Planning for the Evolving Consumer

6. Annuity Panel — Getting the Sales Back Into Advanced Sales

10:30 am - 10:45 am - BREAK

10:45 am - 11:45 am: CONCURRENT SESSIONS

7. Effective Communication Skills for Advanced Sales Professionals

8. Social Security: The Choice of a Lifetime

11:45 am - 12:45 pm - LUNCH

12:45 pm - 1:45 pm - GENERAL SESSION 5

The Time for Change is Now: What You Need to Know About the DOL Fiduciary Rule

1:45 pm - 2:00 pm - BREAK

2:00 pm - 3:00 pm - GENERAL SESSION 6

Risk Management: Uses and Abuses in Life Sales

3:00 pm - 3:15 pm - BREAK

3:15 pm - 4:15 pm - GENERAL SESSION 7

“I Gotta Client...” What Producers Seek From Advanced Sales Teams

4:15 pm - 4:30 pm - BREAK

4:30 pm - 5:30 pm: CONCURRENT SESSIONS

9. The DOL Fiduciary Rule: Discovering Innovation Through Change

10. “Financial Underwriting — It’s Not Just About Formulas Anymore” A Conversation With a Large Case Underwriter

5:30 pm - 6:00 pm - REFRESHMENTS AND EXHIBITOR RAFFLE

Wednesday, August 3, 2016

7:30 am - 10:30 pm - REGISTRATION OPEN

7:30 am - 8:30 pm - BREAKFAST

8:30 am - 9:30 pm - GENERAL SESSION 8

The Swiss Army Knife of Estate Planning: Estate and Life Insurance Planning for International Clients