2019 Advanced Sales Forum Agenda
Sunday, August 4, 2019
3:00 p.m. - 7:00 p.m. - Registration Open
Monday, August 5, 2019
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. - Welcome
9:00 a.m. - 10:00 a.m. -
General Session 1 - Making Sense of the Chaos: A Washington Update from AALU
10:00 a.m. - 10:30 a.m. - Networking Break - Sponsored by Pacific Western Bank
10:30 a.m. - 11:30 a.m. -
General Session 2 - Digital Estate Planning
11:30 a.m. - 11:45 a.m. - Announcements
11:45 a.m. - 1:00 p.m. - Lunch - Sponsored by Ashar Group
1:00 p.m. - 2:00 p.m.:
1. Rewiring Retirement Planning: Supercharging Retirement Income Strategies
2. Split Dollar Loan Regime in Light of the Tax Cuts and Jobs Act
2:00 p.m. - 2:30 p.m. - Networking Break - Sponsored by BEI
2:30 p.m. - 3:30 p.m.:
3. Planning for Stranger Things – Part Deux
4. Beyond Buy/Sell Funding: Find the Hidden Opportunities
3:30 p.m. - 4:00 p.m. - Networking Break
4:00 p.m. - 5:00 p.m. -
General Session 3 - Build with an Understanding of Fiduciary and Best Interest Rules
5:00 p.m. - 6:30 p.m. - Welcome Reception
Tuesday, August 6, 2019
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 4 - Designing Plans - Pass-Through Entity Rules and New Rules re: Retirement Plans and Stretch IRAs
9:00 a.m. - 9:15 a.m. - Networking Break - Sponsored by Pentera
9:15 a.m. - 10:15 a.m.:
5. Annuity Pathways to Success
6. Partnering with Underwriting
10:15 a.m. - 10:30 a.m. - Networking Break
10:30 a.m. - 11:30 a.m. -
General Session 5 - What’s Hot, What’s Not
11:30 a.m. - 11:40 a.m. - Announcements
11:40 a.m. - 12:30 p.m. - Lunch
12:30 p.m. - 1:30 p.m. -
General Session 6 - Financial Planning for Women
1:30 p.m. - 1:45 p.m. - Networking Break
1:45 p.m. - 2:45 p.m.:
7. Advanced Sales: Indispensable Company Asset of the Future
8. Leveraging Technology to Improve Advanced Sales
2:45 p.m. - 3:00 p.m. - Networking Break
3:00 p.m. - 4:00 p.m. -
General Session 7 - Designing and Executing Engaging Training: Best Practices in Adult Learning
4:00 p.m. - 4:15 p.m. - Networking Break
4:15 p.m. - 5:15 p.m. -
General Session 8 - Advanced Sales Department Company Practices – Structured for Success…
5:15 p.m. - 6:00 p.m. - Refreshment Break/Exhibitor Drawing
6:00 p.m. - Dinner on your own
Wednesday, August 7, 2019
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 9 - Every Touchpoint Matters – Maximizing Effective Communications
9:30 a.m. - 9:45 a.m. - Networking Break
9:45 a.m. - 10:00 a.m. - Grand Prize Drawing
10:00 a.m. - 11:00 a.m. -
General Session 10 - Architects of the Future – Confronting Issues and Seizing Opportunities for Client and Advisor Success