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2017 Advanced Sales Forum - Sponsors and Exhibitors


PLATINUM SPONSORS
Brighthouse Financial

We’re Brighthouse Financial, a company established by MetLife. We are on a mission to help people achieve financial security. We specialize in offering products that play an essential role in helping people protect what they’ve earned and ensure it lasts. www.brighthousefinancial.com
Penn Mutual

Since 1847, Penn Mutual has been committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through Hornor, Townsend & Kent, Inc. Registered Investment Advisor and wholly owned subsidiary. Member FINRA/SIPC. We are proud to work together in a values-driven and relationship-based culture. Visit Penn Mutual at www.pennmutual.com

GOLD SPONSOR
Guardian

The Guardian Life Insurance Company of America® (Guardian) is one of the largest mutual life insurers in America with $7.4 billion in capital and $1.5 billion in operating income (before taxes and dividends to policyholders) in 2016. Guardian's firm commitment to mutuality and financial strength has made us a Fortune 250 company, uniquely positioning us to focus on the needs of our customers and their long-term interests first.
Our “people first” way of doing business has proven to be productive and profitable. As a result, we have been able to consistently provide low costs on ordinary life coverage and other forms of insurance, while maintaining an outstanding record of dividends throughout our history. Guardian is deeply invested in supporting philanthropy, environmental sustainability, values, ethics and the people that make this company what it is. The company has approximately 8,800 employees and a network of over 3,000 financial representatives in 140 locations in the United States, Canada and India. Visit us at: https://www.guardianlife.com/


SILVER SPONSOR
State Farm

The mission of State Farm is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. We have provided life insurance solutions since 1929, and are proud to be the company millions of people look to for protection. More at: www.statefarm.com and www.statefarm.ca

LUNCHEON SPONSOR
Ashar Group

Ashar Group is an independent 3rd party resource that supports financial professionals and fiduciaries. We appraise life insurance assets for fair market value (FMV) and provide a formal, marketbased valuation that provides an essential FMV data point for planning decisions and risk mitigation. If the life settlement option is chosen as the planning solution, Ashar is a nationally licensed Life Settlement Brokerage with fiduciary responsibility to the client to create a competitive bidding environment and negotiate the best offer possible. Our national accounts include major life insurance carriers, broker dealers, BGAs, IMOs, national banks, and trust companies. We are a resource for more than 30,000 planners, attorneys, trust officers, and CPAs nationwide for risk management and insurance planning; philanthropic planning; retirement planning; and estate, gift, and wealth transfer planning. Visit us at www.ashargroup.com

EXHIBITORS
AP Chanel Hoopis

The Hoopis Performance Network, a LIMRA Strategic Partner, has developed The Advanced Planning Channel — a web-based, multimedia learning platform for estate and business planning training. The AP Channel also features a University designed as a twelve module curriculum that can be completed as self study or facilitator-led classroom training. This unique delivery platform enables advisors to receive estate and business planning training in the most cost-effective, time efficient method possible. Visit us at www.hoopis.com
Pentera Group, Inc.

Pentera Group, Inc. publishes a suite of tools carriers provide to producers working in the advanced markets. The Advanced Markets Resource Center (AMRC) includes a comprehensive reference source, learning modules, calculators, specimen documents, and collateral sales support. AMRC is an intuitive, user friendly suite of tools producers, home office executives, and sales support teams use to prepare cases, answer questions, and sell using estate planning, business insurance, retirement planning, and charitable giving concepts.

The AMRC platform includes these industry favorites:

  • Advanced Markets Online (AMO) and AMO Documents
  • AMO SalesMaker and AMO Playbook
  • AMO Calculators and e-Pocket Tax Tables
  • AMO Conversation Starter presentations and Advanced Markets Prompts (AMPs)
  • Training Modules on business insurance, retirement planning, estate planning, and charitable giving

In addition, for over thirty-five years, Pentera's skilled staff of attorneys, writers, designers, and technicians has leveraged its content, creativity and technology expertise to develop custom materials and tools designed to present, position, and brand proprietary products and concepts for home office distribution channels. Visit us at www.pgiresources.com for examples and additional information.