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Elite Strategic Partner

The Hearsay Client Engagement Platform empowers over 225,000 financial services representatives to authentically and intelligently grow business relationships by guiding and capturing the last mile of digital communications. Over 100 leading financial firms rely on Hearsay to scale reach, optimize engagements, and deliver exceptional service in a compliant manner. Visit us at: https://www.hearsaysystems.com/

Digital Training Strategic Partner

Today’s clients are not just more distracted. They are more distant and distressed. How do you capture attention and drive sales? At Mindset Digital, we show you how to: • Write for action: We redesign everything from your emails and website content to news releases and compliance letters. • Present with power: We transform old-school sales presentations into highly visual, high-impact talks. • Develop a compelling online presence: Our LinkedIn Executive Makeovers and training help you connect with clients — virtually. Our award-winning team has provided training and consulting to more than 250,000 professionals in major insurance and financial firms around the world. Beyond training your teams, our specialists can do all the heavy lifting for making sure your messaging is clear and compelling. You’re looking to communicate with clarity and impact. We’ve got you covered. Visit us at: https://mindsetdigital.com/

 

 

Strategic Partners

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

Hoopis Performance Network is the global leader in innovative learning solutions designed to increase life and annuity productivity. HPN’s learning solutions are designed for both field advisors and their teams as well as home office employees to increase their knowledge of life insurance, retirement planning, advanced planning and more. In addition, HPN has developed sales effectiveness and practice management resources to increase efficiency and help advisors capitalize on cross-selling opportunities. Visit the HPN Booth in the exhibit hall and learn more at: https://hoopis.com/

Pinpoint is the recognized leader in web-based compliance and risk management solutions for financial services firms. Pinpoint’s Compliance systems provide online fillable forms and client specific submission and approval workflows. The system supports 22 compliance modules including ADV Part 2 B brochures, OBAs, Advertising Review, and Gifts and Entertainment. Pinpoint’s comprehensive tracking and reporting capabilities provide real-time status of all compliance initiatives and archives all client compliance records in SEC 17-a compliance. Visit us at: https://www.pinpointglobal.com/

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.

Adjacent to the trendy Design District and Wynwood Districts, and only 3.3 miles over the Venetian causeway to South Beach, Hilton Miami Downtown features 527 guest rooms and suites with beautiful bay and skyline views.  Over 45,000 sq ft of unbeatable meeting space on one floor assures a successful conference.  Visit us at miamidowntown.hilton.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

Laser App Software creates products that combine state-of-the-art form filling technology with our massive library of industry related forms. Forms are maintained by us so agents can focus on their clients. This agent friendly forms filling solution was designed around the needs of the agent, not just the carrier. You are not bound to a closed solution or one set of forms, you can keep your independence and your efficiency. We keep the forms current and we allow the agent to prefill insurance and annuity forms with the existing client data. Visit us at www.laserapp.com

The Greater Miami Convention & Visitors Bureau (GMCVB) is an accredited Destination Marketing Organization and the official destination sales and marketing organization for Greater Miami and the Beaches.  It is a private-public partnership with more than 1,000 private business partners and four local governments.  Miami-Dade County, City of Miami Beach, City of Miami and Village of Bal Harbour.  Visit us at www.MiamiandBeaches.com

Exhibitors

Allego provides an intuitive just-in-time sales learning platform that boosts sales performance by transforming enablement and training through video content sharing.  As the only mobile-first, video-optimized solution, Allego ensures rapid adoption of the most relevant content from the field, on any device, designed for the distributed workforce. Over 15,000 global users rely on Allego to capture their best ideas, master their pitch and accelerate their performance. Allego is available as a native app for the iPad or iPhone, via Android mobile browser, and can be accessed via laptop or desktop on web browsers. Explore further at www.allego.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

Benchmark Business Group is a comprehensive solutions provider for insurance and financial services agencies, providing business development and practice management coaching and consulting, business valuations, and succession and exit planning strategies.  Starting as an E-Myth coaching center, we have developed a strong niche in the insurance and financial services industry, which now represents over half of our company focus and activities.  This includes consulting in distribution management strategy, field management organization and systems, and coaching of agents and advisors to transform “practices” into businesses that produce exponentially greater revenues and foster retention of agents and advisors.  Visit us at www.benchmarkbusinessgroup.com

Founded in 2008 by serial entrepreneur Michael Ambros, eKomi The Feedback Company is a leading independent SaaS provider of transaction-based reviews & ratings and customer experience management. As a Google worldwide partner with over 250 employees and headquartered in Berlin and Los Angeles with additional offices in London, Paris, and Madrid, eKomi has gathered and published well over 40 million reviews for customers. More than 14,000 companies worldwide successfully leverage eKomi´s social commerce solution to strengthen trust, increase sales, reduce returns, and drive organic traffic through genuine user generated content. eKomi´s groundbreaking social commerce technology enables businesses to generate customer and product reviews as well as social recommendations, thereby creating viral effects on websites and social media, while search engine integration allows for an immediate revenue-generating impact for business. For more information, visit www.ekomi.com

Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 75 of the world’s leading financial institutions in 15 countries, Equisoft offers innovative front-end applications, extensive back-office services and unique data migration expertise. The firm’s flagship products include a SaaS policy administration solution, CRM, financial needs analysis, financial planning, asset allocation, fund and portfolio analysis, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals. Equisoft is also Oracle’s largest and most experienced partner for the OIPA platform. With its business-driven approach, deep industry knowledge, innovative technology, and some 500 experts based in the USA, Canada, Chile, Colombia, South Africa, India and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption. www.equisoft.com/en

FSEdNet now offers three virtual platforms each containing hundreds of videos to grow and develop all levels of your team, employees, producers, and field managers. Imagine the possibilities as you deliver engaging tools and resources to help build each for their tomorrows. Our competency-based learning format provides each a voice in not only what they need but what they want and a choice in when and how they get it. This Focused Activity approach will intrinsically motivate them to close their skill gaps and remind them of things they have just forgotten about. https://hello.fsednet.com/

Insurance Technologies powers better digital connectivity for the life insurance and annuities business so consumers can get rates and buy products more efficiently. We provide digital sales capabilities for carriers and all distribution channels that modernize workflows and deliver a better experience where the consumer wants — in person, online or on the go. From pre-sale functions, to quoting and illustration, to e-application and post-sale services, our solutions unlock sales opportunities across all lines of the life and annuity business. Learn more at www.insurancetechnologies.com.

Intellect SEEC provides an extensive portfolio covering distribution, underwriting, claims and servicing. We have partnered with the smallest to the largest insurers across the globe. We believe that while the underlying business of insurance is complex, leading edge technology should be deployed without interruption, making user experience intuitive and simple. www.intellectseec.com

Boxing, like networking, is about the connection. The connections are important for both a boxer in the ring and sales producers looking to grow their business. Knock Out Networking is a sales consulting firm focused on helping financial advisors, brokers, agents, reps, planners, wholesalers, and other sales producers generate more referral business through networking. Services include keynote presentations, training sessions, seminars, group coaching, and licensing of content and intellectual property for sales producers and field leaders. For more information, visit www.KnockOutNetworking.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.

Majesco is the leading software partner to both the P&C and L&A insurance markets to modernize, optimize and innovate their businesses at speed and scale. Over 330 insurers, from Greenfields, start-ups and MGAs to the largest insurers, reinsurers and brokers use Majesco’s next generation SaaS platform solutions of core, data and analytics, digital, distribution, absence management and a rich ecosystem marketplace of established and InsurTech partners to build the future of insurance. Our technology, expertise and leadership help insurers innovate and connect to build the future of their business. With over 825 successful implementations and over 65% of our customers on Cloud with Majesco platform solutions, together we have an amazing track record of innovation and real-world results. For more information visit: https://www.majesco.com/

Maritz Motivation Solutions offers employee recognition, customer loyalty, sales incentives and channel loyalty programs to U.S. and global companies. Our channel loyalty solution uses data and insights to design a personalized experience for our clients' channel partners - driving engagement, loyalty and growth. Maritz Motivation Solutions provides best-in-class program design, technology, communications and rewards fulfillment that includes the full spectrum of tangible and experiential reward options. At Maritz Motivation Solutions, we're dedicated to being the best in the business, fun to work with and our clients' most valuable ally. Visit us at www.maritzmotivation.com

Qlik® delivers intuitive platform solutions for self-service data visualization, guided analytics applications, embedded analytics and reporting to approximately 40,000 customers worldwide. Companies of all sizes, across all industries and geographies, use Qlik solutions to visualize and explore information, generate insight and make better decisions. At Qlik, we optimize Business Intelligence (BI) by harnessing the collective intelligence of people across an organization. We focus on empowering people — by enabling everyone in an organization to see the whole story that lives within their data. Visit us at www.qlik.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

If you’re thinking about holding a meeting or incentive program, Royal Caribbean is the ideal choice for your next corporate event.  A meeting or incentive program aboard Royal Caribbean provides great value for your money and delivers a significant cost savings when compared to a typical hotel or resort destination. What makes Royal Caribbean stand out in a sea of competition? *Cost savings - cruising is virtually all-inclusive, *Ease of planning, *Customization options, *Complimentary state-of-the-art facilities.  Think outside the ballroom and consider planning your next event at sea.

For more information, visit www.royalcaribbeanincentives.com or contact Royal Caribbean's Corporate Sales Team at 800-762--0458.

SE2, an Eldridge business, is a life and annuities insurance technology and services firm. SE2 has a proven track record of enabling technology driven transformations. SE2 uniquely combines industry knowledge stemming from its 125+ years of life insurance heritage along with its end-to-end SE2 Aurum® technology platform to enable the rapid launch of new and innovative products through both traditional 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.

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) is the leading provider of training solutions dedicated solely to the financial services industry. Our training is offered in a wide variety of learning options, from traditional self-study or classroom training to e-learning. It spans the full range of securities licensing, including the new FINRA Series 99 and Life, Accident & Health pre-licensing preparation. Through our strategic partner, LIMRA International, we offer a full range of recruiting and selection tools that will help you hire and retain your best talent.  Visit us at www.stcusa.com

StoneRiver life insurance solutions are specifically designed to improve time-to-market, simplify new business acquisition and reduce operational expenses. By implementing the complete solution set, clients can achieve straight-through processing from application submission, to underwriting and case management, to issuing a claim check. Implement the life systems together or individually. Visit us at www.stoneriver.com

Vertafore is driving simpler, smarter insurance distribution for the independent insurance channel. Our solutions help carriers manage the entire producer lifecycle—quickly, accurately, and efficiently — from licensing, appointing, registrations, and renewals to onboarding, continuing education, and termination. And we simplify compliance by automating the interactions between insurance producers, advisers, distributors, carriers, and regulators. Vertafore solutions are purpose-built for insurance, giving carriers the right tools to cut processing times, reduce paperwork, speed time to revenue, improve their producer experience, and move their business forward. Visit us at: https://www.vertafore.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

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