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Sponsors

Adobe is changing the world though digital experiences. We help our Financial services customers develop and deliver high-impact experiences that differentiate brands, build loyalty, and drive revenue across every screen, including smartphones, computers, tablets and TVs. Adobe solutions are used daily by millions of companies worldwide—from publishers and broadcasters, to enterprises, marketing agencies and household-name brands. Building on our established design leadership, we enable customers to make great content, and to manage, measure and monetize it for maximum impact. For more information, visit http://www.adobe.com/industries/financial-services.html.

Aurea is the technology behind some of the world’s greatest customer experiences, for the largest and most successful brands. Aurea’s platform, engagement and vertical solutions help companies create exceptional, end-to-end experiences for their customers – driving both retention and growth. Aurea’s products include process management, messaging, customer relationship management, email marketing, and collaboration software, as well as industry solutions for retail, insurance, energy and life sciences. Aurea is an affiliate of ESW Capital. More information can be found at www.aurea.com.

Distribion is a leading provider of a cloud-based distributed marketing communications software. The DMP, Distribion's signature product, enables organizations to more efficiently manage and measure their distributed, multi-channel marketing strategies with a single integrated platform while optimizing lead and customer engagement. This 360 corporate marketing automation solution also empowers local sales or marketing agents to access, personalize and send pre-approved brand campaigns or have corporate marketing departments send on their behalf. Packaged in a user-friendly interface, marketers now have a single, accessible platform to house all marketing assets, execute end-to-end marketing campaigns and measure impact with real-time analytics and reporting tools. Visit our website, www.distribion.com

EarthIntegrate is a pioneer in the field of marketing technology with our Pando platform. Pando is the leading Distributed Enterprise Marketing Platform (DEM+) that provides true sales enablement, marketing automation and content management, all while maintaining crucial approval workflows and compliance requirements.  Instant, online communication has a major impact on the buyer life cycle and simultaneously, regulations have tightened on marketing efforts of those in industries like financial and insurance.  EarthIntegrate solves these challenges with their Pando platform. By providing an always-available technology for distributed organizations to use they can instantly make accessing and circulating materials easier. Even further, marketing materials must be individually relevant, customized and localized for a true competitive advantage. Visit us at www.earthintegrate.com

Hearsay Systems offers the Hearsay Advisor Cloud for financial services, digitizing painful manual processes and freeing up advisors to provide proactive, timely service for clients. Hearsay’s pre-built industry workflows for insurance and wealth management provides one-click actionable suggestions for advisors to engage with clients efficiently and compliantly use social media, websites, text and email to engage with customers, build stronger relationships and grow their business. Built for the enterprise, Hearsay Systems connects these advisor-client interactions and data to corporate CRM systems and digital marketing programs and provides efficient compliance supervision and review workflows — all on a secure, enterprise-ready platform. Hearsay Systems is used by more than 150,000 advisors and agents at the world’s largest financial services and insurance firms. The company is headquartered in Silicon Valley with locations throughout North America, Europe and Asia. Connect on Facebook, Twitter, LinkedIn and the Hearsay blog. www.hearsaysystems.com

Insurance Meeting Network is a hotel representation and marketing firm that works exclusively within the Insurance and Financial industry. For 18 years IMN has partnered with National Chains, Preferred Hotel Group and travel companies to host receptions at both the Distribution and Annual Conference. IMN hotels are located in Mexico, Bahamas, Ireland, Europe and Asia along with five star US resorts. We partner with you on your meetings to find the right hotel and we work with you though out your program to make sure it is perfect! Visit us online at www.industrymeetings.com

Four-diamond Omni Orlando Resort at ChampionsGate, surrounded by 36 holes of championship golf and 15 acres of pools and recreation, features 720 resort rooms and 49 villas, signature Mokara Spa, seven onsite restaurants, 128,000 sq. ft. of flexible meeting and banquet space, and 70,000 sq. ft. of outdoor event space.  Visit us at http://www.omnihotels.com/hotels/orlando-championsgate

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence. As the world's largest resource for index-based innovation, data and research our mission is to bring independent, transparent and cost effective solutions to the global investment community. S&P Dow Jones Indices is at the forefront of index change and innovation. Our goal is to continue to anticipate and respond to how our clients see global investment opportunities. For more information, visit www.spdji.com.

Exhibitors

Acxiom is a recognized leader in marketing services and technology that enable marketers to successfully manage audiences, personalize consumer experiences and create profitable customer relationships. Our superior industry-focused, consultative approach combines consumer data and analytics, databases, data integration and consulting solutions for personalized multichannel marketing strategies. Acxiom leverages over 40 years of experience in data management to deliver high performance, highly secure, reliable information management services. Founded in 1969, Acxiom is headquartered in Little Rock, Arkansas, USA, and serves clients around the world from locations in the United States, Europe, Asia-Pacific, and South America. For more information about Acxiom, visit www.acxiom.com.

The American College of Financial Services offers education in Financial Planning, Wealth Management, Retirement Income Planning, Special Needs Planning, and a variety of other topic areas. www.theamericancollege.edu

Captricity’s AI-powered data capture solution extracts and enhances data with 99.5% accuracy from any customer channel — including handwritten documents — and delivers it seamlessly into downstream systems and workflows. Thirteen of the top 20 US life insurers use high-quality, normalized data from Captricity to deliver business insights that increase revenue, lower costs, and drive a deeper understanding of risk. Captricity is headquartered in Oakland, CA. For more information, visit http://www.captricity.com.

EbixExchange is leading supplier of On-Demand Software solutions to the financial services industry.  Ebix provides full straight-through-processing (STP) solutions for Life and Annuities that facilitate the ability for producers to evaluate products and prepare quotes, comparisons, illustrations, proposals, complete E-Applications, service existing contracts, and manage all customer relationship data.  We also provide carriers market leading automated underwriting and producer management solutions.  Ebix processes over 1 Million policies and over $70 Billion in Premium annually via its Ebix STP Exchanges used by the largest banks.  Ask Ebix about the future of automated point of sale underwriting in Banks.  Visit us at www.ebix.com

Equisoft is a privately held company specialized in the design and delivery of advanced digital business solutions that optimize processes, increase revenue and enable growth for the life insurance and wealth management industries. All Equisoft software systems are developed for optimal scalability and configurability to empower clients. Solutions are webbased, mobile-compatible and fully customizable to meet specific business needs. The company offers innovative front-end applications, such as Equisoft/apply and Equisoft/analyze for advisors, used by thousands of advisors around the world. In addition, Equisoft is an Oracle Insurance Policy Administration for Life and Annuity (OIPA) integration partner for more than 15 insurers globally. To complete this unique offering, Equisoft brings extensive experience in insurance data migration through its subsidiary Universal Conversion Technologies (UCT). Founded in 1994, Equisoft has a growing team of nearly 400 specialized resources based in the United States, Canada, Caribbean, Chile, South Africa and India. www.equisoft.com/en

The Financial Services Educational Network (FSEdNet) develops the skills, the habits and the knowledge of understanding, which turns potential into reality.  FSEdNet is a virtual, on-demand, video based training platform designed to launch, retool and re-energize new associates to the financial services industry.  Self-study or facilitator led course work with fill-in-black worksheets, which complements any company's training or sales system. Designed to provide the Missing Link in today's development curriculum with a step by step coursework to build confidence through competence.  Over 165 individual sessions and over 30 hours of fundamental and foundational training divided into three disciplines of success. This cost-effective, time-efficient way will increase productivity thus retention.  For more information please visit us at www.info.FSEdNet.com.

For more than a decade, Hoopis Performance Network has been providing virtual sales and leadership development learning solutions designed to increase productivity and retention. Clients in over twenty five countries throughout the world leverage HPN to help them keep pace with the ever evolving challenges of learning and development in the new normal we’re all experiencing. HPN’s digital resources are designed to be scalable and customizable depending on your organization’s virtual learning and development needs. Visit us at www.Hoopis.com.

illustrate inc is an industry leader in the provision of innovative technology solutions to insurance and financial service professionals throughout North America. Our OPUS solution set, provides fast, easy access to life insurance and financial service products harnessing today’s mobile technology, modular design and device independence. Advisors can increase their productivity by taking advantage of sales support tools like needs analysis, product quotes, basic to advanced concepts, illustrations, electronic applications and more. With clients in Canada and abroad, illustrate inc continues to evolve to anticipate and meet the changing needs of the insurance and financial services industries. www.illustrateinc.com

Keir Educational Resources is a recognized leader in providing the most up-to-date and effective study media for professionals in the financial planning and investment industries. Professional examination study media includes state insurance licensing, securities licensing, CFP® CLU®, ChFC®, CPCU and CE credits. Live classes, virtual classes, online learning management, audio reviews and text programs are available. Student pass rates continue to exceed the national averages. Join the thousands who say “Keir got me through!” Visit us at www.keirsuccess.com

Leap continues to be on the cutting edge, bringing paradigm-changing “thinkware” to millennial advisors and others in our industry. Since last year’s annual meeting we’ve expanded our powerful Leap Cloud Platform to include personal branding, collaboration tools, automated resource analysis, seven new calculators, new reports, expanded capabilities for existing tools and more. Perhaps most important, are our new onboarding resources and new agency programs that make Leap easier than ever before. Visit us at www.leapsystems.com.

The National Association of Professional Agents (NAPA) is dedicated to providing valuable benefits and services to licensed agents working in the insurance and financial services industry in all 50 states.  We offer customized programs through company sponsored plans as well as individual memberships.

NAPA specializes in Errors & Omission insurance and provides access to life, health, wellness, home and auto, plus many other insurance products and discounted business services to meet your professional needs.  Visit us at www.napa-benefits.org

Pinpoint Global is the recognized leading provider of on-demand, online communications to the financial services industries. Our platform enables our customers to deliver required training and relevant information to sales people, agents, wholesalers, and employees in ways that keep their attention, improve their understanding, and easily track their progress. In addition, administrators and management personnel possess the capabilities to track and monitor progress through real-time reports. Pinpoint’s Learning Management System (LMS) is a configurable and scalable system designed to provide a complete solution for field sales force training and development. In addition to standard e-learning systems capabilities (e.g., support for curriculum and career paths, custom content creation, detailed tracking and reporting, individual transcripts, etc.), Pinpoint’s LMS supports a comprehensive set of capabilities for delivering compliance requirements and sales/marketing communications to geographically dispersed sales organizations. Pinpoint also provides an entire array of services, from video, audio, and flash animation production, to SCORM compliant presentation authoring and hosting, to custom designed portals. Visit us at www.pinpointglobal.com

Referral Coach International – Referrals and Personal Introductions are more important now than ever before;  for both your agents/advisors and your managers (for recruiting).  Leads are not getting cheaper and, usually, not better.  Yet most advisors/managers dabble in referrals and unnecessarily limit their growth.

Bill Cates and Referral Coach International has been the financial service’s leader in Referral Training for 20 years.  In addition to our live programs, we now offer a suite of Online (LMS) and DVD-based training solutions perfect for rookies (to get them off to a great start) and veterans (to leverage their untapped goldmine of satisfied and loyal clients) and even licensing programs. Our newest program helps your advisors and managers discover, articulate, and communicate their Authentic Value Proposition™ to win more clients and more recruits. www.ReferralCoach.com and www.ReferralCoachAcademy.com

SE2, an Eldridge Industries business, is a leader in technology-driven third-party administration services for the U.S. life and annuity insurance industry. SE2 has a proven track record in delivering platform led transformations for the life and annuity insurance industry. SE2 uniquely combines the maturity and peerless industry knowledge of its 125+ years of life insurance industry heritage with its end-to-end digital platform to enable the rapid launch of new and innovative products through existing as well as digital channels. SE2 currently administers nearly 2 million active policies on behalf of its 25+ clients. SE2 has over $100 billion in assets under administration and handles more than 200,000 new business applications annually. Please visit SE2 at www.SE2.com to learn more. Visit us at: https://se2.com/

Spinnaker Analytics develops break-through analytical products and decision-making tools for insurance and financial services companies. Our customizable applications utilize robust, powerful algorithms to accurately identify and predict shifts in customer behavior and business trends. Visit us at www.spinnakeranalytics.com

Securities Training Corporation (STC) was founded in 1969 to address the training needs of the securities industry. In 2014, STC celebrated 45 years of financial industry training. In 2017, we continue to offer the highest quality service with superior content, while developing innovative products to meet our clients’ needs. In addition to live and virtual classes, we offer On-Demand lectures in an MP4 format that students can review at their convenience. Our Study Manual is available in an eBook format, so students can review our material on the go. We are also near completion of our mobile app that will conveniently sync with students’ STCI Homerooms. Our Insurance Prelicensing courses are available in all 50 states. We customize Annual Compliance Meetings and develop Firm Element and Regulatory Element training materials to meet Continuing Education requirements. To maximize our accessibility to clients, STC is active on 10 social media outlets. Visit us at www.stcusa.com

StoneRiver has decades of insurance expertise as a customer-driven organization in all facets of the insurance industry. The hundreds of clients using StoneRiver products include insurance companies and agencies, large national carriers, regional insurers, state self-insured funds, and third party administrators. The life insurance market is supported by StoneRiver solutions specifically designed to improve time-to-market, simplify new business acquisition and reduce operational expenses. By implementing the complete framework of life insurance solutions – Life Portraits® Illustrations, LifeApply™ e-Applications, LifeSuite® Underwriting, and ID3 Policy Administration – clients benefit from straight-through processing that aligns everything from application submission, to underwriting and case management, to issuing a claim check. Designed around the core functions of new business, underwriting and policy administration, the StoneRiver solutions may be implemented together or individually. StoneRiver specializes in providing a platform for growth and innovation. Visit us at www.stoneriver.com

Developed at Harvard, Qstream’s mobile sales acceleration platform reinforces critical knowledge and customer-facing skills by engaging agents and producers in a series of fun, Q&A-based challenges delivered directly to their mobile device. In turn, real-time analytics provide actionable insights to help managers identify strengths and target coaching opportunities. Qstream has delivered hundreds of millions of questions in 11 languages, supporting leaders in financial services and insurance, life sciences and technology. Learn more at www.qstream.com

Qvidian provides cloud-based sales execution solutions that enable companies to accelerate sales ramp up time, capture new business, and optimize sales performance by closing the gap between strategy and sales execution. The company’s innovative software and advisory services offer real-time insight to ensure sales teams do what’s needed to win, by driving repeatable methodologies and making the sales organization more agile. With over 1,200 global customers including Dell, Citi, ADP, CA, and Splunk, Qvidian is helping organizations significantly increase their profitable revenues while eliminating waste and reducing costs.  Visit us at www.qvidian.com

VUE Software is a single scalable platform built from the ground up for Insurers, MGAs, FMOs, IMOs, and Insurance Distributors who have outgrown their current tools and require greater automation for producer administration and sales processes. Founded by CSSI over two decades ago, VUE Software offers configurable solutions to meet the unique needs of the Life and Annuity, Health, and Property and Casualty markets. The company leads the Distribution Modernization movement and provides insurance organizations a solid path to revenue growth and competitive advantage, supporting multiple product types, distribution channels, and hierarchy types. Visit us at www.vuesoftware.com

Watering Can® Press creates award-winning children’s books for companies to enhance their brand image, generate PR, and drive sales by connecting with clients, partners, and communities in long-lasting and heart-felt ways. The family-friendly books appeal to adult consumers by supporting them and their loved-ones on topics like grieving, healthy choices, being green, special needs, financial literacy and more. Our books are shared in many ways (given to clients, prospects, and/or stakeholders at seminars or events or at touch-points; used in cause marketing, and more). Customized versions make lasting impressions with branded keepsakes that remain in homes for years. NEW book to serve military families is now available! New APP versions books are also available for licensing and social media efforts. Visit us at: www.wateringcanpress.com