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Strategic Partner

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

Sponsor

Ashar Group is a nationally licensed life settlement firm that protects the best interests of policy owners by creating a competitive policy auction to deliver the best value to the seller. Ashar Group does not sell life insurance, management assets, or purchase policies. We are an independent resource for fiduciary advisors and their clients specializing in life insurance valuation for planning purposes. Home - Ashar Group

Exhibitors

Joe Jordan is the author of the award-winning book Living a Life of Significance (Acanthus Publishing, 2013). It has sold over 70,000 copies and is translated in four languages. Formerly, Joe ran insurance sales at Paine Webber and more recently was a senior vice president at MetLife. He was responsible for retail product development and started their fee-based financial planning program and behavioral finance department.

Joe is also a founder of the Insured Retirement Institute (formally known as the National Association of Variable Annuities or NAVA) and has been featured on the cover of Life Insurance Selling magazine. For three consecutive years, he has been honored by Irish America magazine as one of the "Top 50 Irish Americans on Wall Street."

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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