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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

Hoopis Performance Network provides digital learning solutions designed to develop the knowledge and skills of financial advisors, firm leaders, and employees/staff at all levels. HPN’s scalable, customizable solutions equip financial organizations with value-added resources to increase productivity and retention of advisors and their teams. Connect with us to learn why over 100,000 financial professionals leverage HPN for their needs in sale effectiveness, practice management, marketing, advanced planning, staff development and more! https://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

For over 45 years, PGI Partners, Inc. (formerly Pentera Group) has been a trusted partner for those working in the advanced markets. Our dedicated team of life insurance and financial services specialists (attorneys, writers, designers, and technology experts) has leveraged our depth of knowledge and experience to provide critical, targeted support, every step of the way. We encourage you to explore our Advanced Markets Resource Center (AMRC)—a user-friendly suite of tools designed to educate and equip producers, motivate clients, increase sales, and strengthen your brand. This thoughtful blend of vetted, field tested, peer-reviewed tools includes a comprehensive reference source, five learning modules, a set of calculators, sample documents, and collateral sales support (flexible presentations, one-pagers, case studies, “conversation starter” videos, and a useful tax guide). Additionally, the AMRC contains two smaller resource centers focused on Business Succession Planning and Retirement Planning. Visit www.pgiresources.com today to learn more. Powered by TCPDF (www.tcpdf.org)

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