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Our Sponsor

Aurora Capital Alliance is a Premium Finance Facilitator for Carriers, Banks, IMO’s and Broker/Dealers.  We specialize in advanced planning in three main areas; Business Succession, Executive Benefits and Wealth Transfer.   We are located in San Diego but are a national firm with local relationships. Finally, we are well positioned in the premium finance marketplace which creates substantial value to the clients we serve.  Visit us at http://auroracapitalalliance.com/

Our Exhibitors

HPN was founded by its CEO, Harry Hoopis, who built one of the world’s most prestigious and successful financial services firms in Chicago. Harry, alongside an extraordinary team, brings world-class solutions designed to help firms and companies in the financial services industry, reach their true potential. HPN’s unique solutions are both innovative and scalable. With flexible learning solutions like online training, blended learning, and live workshops. speaking and consulting, HPN has flexible programs that can be right-sized for your organization. www.Hoopis.com

For over 110 years, National Underwriter has been the first in line with the targeted tax, insurance, and financial planning information you need to make critical business decisions.  With respected resources available in print, online, and in eBook formats, National Underwriter remains at the forefront of the evolving insurance industry, delivering the thorough and easy-to-use resources you rely on for success. Visit us at www.nationalunderwriter.com

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.