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2017 Advanced Sales Forum

Changing the Conversation

8/7/2017 - 8/9/2017
Belmond Charleston Place, Charleston, SC, USA

Overview

Who Attends

Advanced sales and marketing executives, producers, CMOs, sales officers and estate planning advisors with accountability for serving individual markets.

Highlights

Created by advanced sales professionals, the Forum provides advice from industry leaders with unique expertise in this segment of the financial services market. Whether you are struggling to do more with less or experiencing the challenges of organizational change, attending the Forum will give you unparalleled insights from peers and implementable ideas from experts.

Registration

Registration Fees

Early-Bird Rates:
LIMRA member 
– $1,275
LOMA (but not LIMRA) member – $1,915
Nonmember – $2,550

After July 17, 2017:
Member – $1,475
LOMA (but not LIMRA) member 
 $2,215
Nonmember – $2,950 

Cancellation Policy 

All cancellations must be received in writing. Cancellations received before July 17, 2017, will be refunded, less a $75 processing fee.  Cancellations received from July 17, 2017 to July 31, 2017 will be refunded, less a $275 processing and administrative fee. No refunds will be issued after July 31, 2017.

In the event that a scheduled meeting or event is cancelled by LIMRA for any reason, LIMRA shall refund any conference registration fees that have been paid by the registrant.  Under no circumstances, however, shall LIMRA be liable to the registrant for any other expenses including, but not limited to, airfare and hotel expenses incurred by the registrant.

Hotel/Venue

Belmond Charleston Place
205 Meeting Street
Charleston, SC 29401
(843) 722 4900

Book your group rate

Make your reservations by July 17th, 2017 by following the reservations link, or by calling the reservations phone number 800-831-3490 and mention the LIMRA Advanced Sales Conference in order to receive the group rate of $205.00 single/double (plus applicable sales taxes). Requests after July 17th, 2017 will be accepted on the basis of space availability. The group guest room rate will be offered three days prior and three days after the meeting dates subject to availability and must be booked by calling the hotel.

Please note that hotel rates will go up after the cut-off date or when the meeting room block sells out, whichever comes first.  Make your reservations early to be able to take advantage of our discounted rates.

Belmond Charleston Place

Agenda

Speakers

Lawrence Brody, J.D., LL.M.
Partner, Bryan Cave LLP
  • Tuesday, August 8, 2017

    10:30 am - 11:30 am: GS 5 - What's Hot and What's Not

Lawrence Brody, J.D., LL.M.

Partner, Bryan Cave LLP

Lawrence Brody is a member of the Private Client Service Group and the Technology, Entrepreneurial & Commercial Practice Client Service Group in the Bryan Cave St. Louis office. He is an Adjunct Professor at Washington University School of Law, and a visiting Adjunct Professor at the University of Miami Law School. Brody is the author or co-author of numerous articles and books on the use of life insurance in estate and employee benefit planning. He is a member of the Advisory Committee for the Philip E. Heckerling Institute on Estate Planning, of the University of Miami School of Law, and serves on several editorial boards.
Bradford Campbell
Partner, Drinker Biddle & Reath, LLP
  • Tuesday, August 8, 2017

    12:45 pm - 1:45 pm: GS 6 - Rollover Conversations Are Changing: The Latest Developments On The DOL Fiduciary Rule

Bradford Campbell

Partner, Drinker Biddle & Reath, LLP

As partner at Drinker Biddle & Reath LLP, Brad advises financial service providers and plan sponsors on ERISA Title I issues, including fiduciary conduct and prohibited transactions. A nationally-recognized figure in employer-sponsored retirement plans, he is the former Assistant Secretary of Labor for Employee Benefits and head of the Employee Benefits Security Administration. As ERISA's former “top cop” and primary federal regulator, Brad provides his clients with insight and knowledge across a broad range of ERISA-plan related issues. He also serves as an expert witness in ERISA litigation. Brad has been listed as one of the 100 Most Influential Persons in Defined Contribution by 401kWire and has been listed as one of the top 15 ERISA attorneys in the country by a poll of the National Association of Plan Advisors. In addition, he testified before three Congressional Committees regarding the effects of the Department of Labor fiduciary regulation.
Thomas F. Commito, J.D., LL.M., CLU, ChFC, AEP
Director, Sales Concepts, Lincoln Financial Distributors
  • Tuesday, August 8, 2017

    10:30 am - 11:30 am: GS 5 - What's Hot and What's Not

Thomas F. Commito, J.D., LL.M., CLU, ChFC, AEP

Director, Sales Concepts, Lincoln Financial Distributors

Thomas F. Commito is the author of two books, Working with LLCs: A Practitioner’s Guide to Limited Liability Companies and Comprehensive Buy-Sell Agreements, both published by the National Underwriter Company. He writes the column “Accounting and Taxation” in the Journal of Financial Services Professionals, and was formerly an assistant editor for The American Alpine Journal. He has been elected to the Estate Planning Hall of Fame and is a frequent speaker to and a member of several insurance and legal associations.
Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPC, CMS, AIF, RICP, CPFA
Retirement Industry Professional
  • Tuesday, August 8, 2017

    3:15 pm - 4:15 pm: GS 7 - Implementation of the DOL Fiduciary Rule...So Now What?

Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPC, CMS, AIF, RICP, CPFA

Retirement Industry Professional

Ernie Guerriero is recognized for his expertise in the retirement planning industry, and most recently his in-depth knowledge of the DOL Fiduciary Rule.  He has published articles in trade publications, including the Journal of Financial Service Professionals and the New York University Review of Employee Benefits and Executive Compensation.  He has appeared on The Wealth Channel and is a speaker at professional industry group meetings on qualified plan design for closely held business owners.  He has taught for various colleges on employee benefits, and is an adjunct educator for the American College. Ernie holds various industry recognized professional designations, and is currently on the National Board of the Society of Financial Service Professionals.
Jeffrey Hollander, J.D.
Assistant Vice President, Advanced Markets, MassMutual Financial Network
  • Monday, August 7, 2017

    9:00 am - 10:00 am: GS 1 - Changing the Conversation

Jeffrey Hollander, J.D.

Assistant Vice President, Advanced Markets, MassMutual Financial Network

As an Assistant Vice President in MassMutual’s Advanced Sales organization, Hollander focuses on providing Estate and Business Planning support to the MassMutual Advisors and Financial Planners. He has been a member of the LIMRA Advanced Sales Committee for over 20 years, is a member of AALU, and has been a regular presenter of development sessions at its Annual Meeting.  He maintains a strong business connection with MassMutual’s Diverse Markets efforts including the LGBT market, women business owners, and the MassMutual Special Care organization.  Hollander has worked at MassMutual since July of 2016.  Previously, he held a similar role at MetLife from 1991 to 2016.  Prior to that, he served as Associate Counsel, Director Advanced Markets for Mutual Benefit Life in Newark, NJ, and as Advanced Underwriting Attorney for Aetna Life and Casualty. He is a graduate of George Washington University in Washington, D.C., and the University Of Bridgeport School Of Law in Bridgeport, CT. 
David Hollingsworth
Director, Public Policy, Association for Advanced Life Underwriting
  • Monday, August 7, 2017

    4:00 pm - 5:00 pm: GS 3 - Washington Update

David Hollingsworth

Director, Public Policy, Association for Advanced Life Underwriting

Before joining AALU in 2014, David served as a policy aide in the House of Representatives for over 6 years — serving 3 Congressmen — in addition to working as a capital markets analyst at a centrist DC think tank. David graduated from Trinity University in San Antonio, TX and received a Masters of Public Affairs from the University of Texas.
Jamie Hopkins
Director of Retirement Research, Carson Wealth
  • Wednesday, August 9, 2017

    10:00 am - 11:00 am: GS 8 - Engaging the Debate of Advanced Sales

Jamie Hopkins

Director of Retirement Research, Carson Wealth

Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®, is the Director of Retirement Research at Carson Wealth and a former professor of Taxation at The American College, where he helped co-create the Retirement Income Certified Professional® (RICP®) education program. Jamie strives to increase the retirement income security of Americans by delivering practical and trusted retirement research and education.

His most recent book, "Rewirement: Rewiring The Way You Think About Retirement," details the behavioral finance issues that hold people back from a more financially secure retirement.

He has been selected by InvestmentNews as one of the top 40 financial service professionals under the age of 40 and was also selected by The American Bar Association as one of the top 40 Young Attorneys in the country. In 2017, Trusts & Estates Journal awarded Professor Hopkins the Distinguished Author Award for his article on the Department of Labor Fiduciary Rule. He holds his LLM in Taxation from Temple University School of Law and his J.D. from Villanova University School of Law.
Deidra W. Hubenak, J.D., CPA
Vice President, Advanced Markets, AIG Financial Distributors
  • Tuesday, August 8, 2017

    3:15 pm - 4:15 pm: GS 7 - Implementation of the DOL Fiduciary Rule...So Now What?

Deidra W. Hubenak, J.D., CPA

Vice President, Advanced Markets, AIG Financial Distributors

Deidra joined AIG in March 2016. Prior to her current role, she served as General Counsel for Access Consciousness, LLC. From 2008 through 2014, Deidra worked as a Board Certified Tax Law Partner at the law firm of Looper, Reed & McGraw, PC. Earlier, she was Partner with the law firm of Graves & Hawkins, LLC and held previous positions including Senior Tax Consultant for International Tax Advisors, Lead International Tax Support Rep for Thomson/RIA, International Tax Manager for PricewaterhouseCoopers, LLP, and Senior Tax Consultant for Ernst & Young. Deidra has served on the Board of Directors of the Houston CPA Society and the Texas Society of CPAs as well as serving on the International Tax Technical Resource Panel for the American Institute of CPAs. Deidra earned her A.B. in Philosophy from Duke University and J.D. from Southern Methodist University School of Law.
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished)
Partner, Keebler & Associates, LLP
  • Tuesday, August 8, 2017

    8:00 am - 9:00 am: GS 4 - Tax Reform: Where Are We Going and What Are We Going to Do When We Get There?

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished)

Partner, Keebler & Associates, LLP

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Robert frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 250 favorable private letter rulings including several key rulings of “first impression.” He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Robert has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute and is currently the chair of the 2017 AICPA ENGAGE Conference.
Quincy Krosby, Ph.D.
Chief Market Strategist, Prudential Financial, Inc.
  • Monday, August 7, 2017

    10:30 am - 11:30 am: GS 2 - Understanding the Economy and Navigating the Market

Quincy Krosby, Ph.D.

Chief Market Strategist, Prudential Financial, Inc.

Dr. Quincy Krosby provides a perspective on the global macro-economic environment and financial markets. Previously, she was the chief investment strategist at The Hartford, and global investment strategist at Deutsche Bank asset management. Krosby also held global markets positions at Credit Suisse and Barings. Before coming to Wall Street, she was a U.S. diplomat, serving in Washington and United States embassies abroad. In addition to numerous assignments at the U.S. Department of State, Krosby served as Assistant Secretary of Commerce, and represented the United States to the International Monetary Fund.
Stephan R. Leimberg
Publisher, Leimberg Information Services and
CEO, Leimberg and LeClair, Inc.
  • Wednesday, August 9, 2017

    10:00 am - 11:00 am: GS 8 - Engaging the Debate of Advanced Sales

Stephan R. Leimberg

Publisher, Leimberg Information Services and
CEO, Leimberg and LeClair, Inc.

Stephan R. Leimberg is Publisher of Leimberg Information Services, Inc.,(LISI) an e-mail and database service providing information, analysis, and commentary on tax cases, rulings, and legislation for financial services professionals, and CEO of Leimberg and LeClair, Inc., the firm that created NumberCruncher software for estate and financial planning. He is the former Editor of Keeping Current (Society of Financial Service Professionals), Lecturer-in-Law, and served on the Editorial Board of Estate Planning Magazine. Stephan has addressed the Heckerling Tax Institute, ALI-ABA’s Sophisticated Estate Planning Techniques Course, ALI-ABA's Planning for Large Estates, the NYU Tax Institute, the National Association of Estate Planners and Councils, and the AICPA's National Estate Planning Forum. He is editor and author of many books on estate, financial, and employee benefit and retirement planning, a nationally known speaker, and creator and principal author of the entire nine book TOOLS AND TECHNIQUES series, as well as Co-Author with Howard Zaritsky of Tax Planning With Life Insurance: 2nd Edition.
Ken Pardue
Managing Director, Retirement Plans & IRA’s, Wells Fargo Advisors
  • Tuesday, August 8, 2017

    3:15 pm - 4:15 pm: GS 7 - Implementation of the DOL Fiduciary Rule...So Now What?

Ken Pardue

Managing Director, Retirement Plans & IRA’s, Wells Fargo Advisors

Ken Pardue is the Managing Director of Retirement Plans & IRAs at Wells Fargo Advisors in St. Louis, MO. In this role, Ken is responsible for the retirement plan business including all market segments from start up plans to Fortune 1000 companies. Currently Wells Fargo is the 5th largest provider of IRAs in the nation. Ken has been deeply involved in the regulatory changes in the retirement marketplace over the last decade. He is currently one of the leaders for Wells Fargo Advisors focused on the impact of the Department of Labor’s fiduciary proposal. Ken has been in the financial services industry for over 25 years with a primary focus on the retirement market including both Corporate Retirement Plans and the IRA market. Ken is currently a member of many industry groups focused on the retirement marketplace including National Association of Plan Advisors (NAPA) and the Securities Industry and Financial Market Association Retirement Committee in Washington, DC. Ken is also a 2013 graduate of the Securities Industry Institute sponsored by Wharton.
Steve Parrish, J.D., CLU, ChFC, RHU
Independent Consultant
Law Professor, Drake University
Adjunct Professor, The American College
  • Monday, August 7, 2017

    9:00 am - 10:00 am: GS 1 - Changing the Conversation

Steve Parrish, J.D., CLU, ChFC, RHU

Independent Consultant
Law Professor, Drake University
Adjunct Professor, The American College

Steve Parrish is the Co-Director of the Center for Retirement Income at The American College of Financial Services, where he also serves as an Adjunct Professor of Advanced Planning.  He is also an Adjunct Professor of Estate Planning at Drake University Law School. With over 40 years’ experience as an attorney and financial planner, Parrish is expert in retirement, estate, and business owner planning. He is a ongoing columnist for both Forbes.com and the Journal of Financial Service Professionals

Charles E. Perrault III, CFP, CLU
Manager, Advanced Markets, Prudential Life Insurance

Charles E. Perrault III, CFP, CLU

Manager, Advanced Markets, Prudential Life Insurance

Chuck began his career at Prudential as a Sales Consultant, where he was awarded the Sales Consultant of the Year. He has subsequently joined the Advanced Markets team in the position of Manager, Advanced Marketing. Since then he has helped their field force develop and close a variety of complex cases, as well as having been a speaker at events across the country. Chuck holds a bachelor’s degree in Psychology from the University of Connecticut and holds FINRA Series 7 and Series 66 licenses.
Mark Teitelbaum, J.D., LL.M., CLU, ChFC
Vice President, Advanced Sales, AXA
  • Tuesday, August 8, 2017

    3:15 pm - 4:15 pm: GS 7 - Implementation of the DOL Fiduciary Rule...So Now What?

Mark Teitelbaum, J.D., LL.M., CLU, ChFC

Vice President, Advanced Sales, AXA

Mark manages the Advanced Markets and Marketing efforts of AXA Distributors — Life Division. He also handles field calls in business, estate, and retirement planning. His main focus is on developing sales tools and marketing campaigns to position AXA’s life insurance for optimal results. Prior to AXA, Mark’s career brought him to Metlife, Travelers, and Phoenix Life. He has published articles in several professional journals, is a graduate of Kenyon College, and got advanced degrees from Ohio Northern University and Boston University. 

Sponsors / Exhibitors

Premier Sponsor and Exhibitor Opportunities Available Now

 

REGISTER NOW AS AN EXHIBITOR!


Connect With Key Prospects
This conference is your opportunity to meet Advanced sales and marketing executives, producers, CMOs, sales officers and estate planning advisors with accountability for serving individual markets.

Sponsorship Opportunities  
Raise your level of branding with this audience by securing a Sponsorship. Options include:

  • Multiple conference registrations.
  • Special recognition in the registration brochure, onsite conference program, onsite signs, and general session walk-in slides
  • Acknowledgement from the podium
  • Personal introductions to attendees by LIMRA staff
  • Specialty conference merchandise that will deliver your company name to all attendees

To create your Sponsorship package, contact:
Barbara Kimball at 860-298-3950 or bkimball@limra.com


Exhibitor Package, $3,350, includes:

  • One full-conference registration.
  • Additional attendees pay the low LIMRA member rate of just $1,225
  • One 6-foot skirted table with an electrical outlet (only table-top displays are permitted)
  • One-time use of the registrant/attendee list (includes email addresses for attendees who opt to share them)
  • Acknowledgment in the onsite conference program and general session walk-in slides
  • Logo and company description on conference mobile app

Register now as an exhibitor!


Sponsor & Exhibit Contact
Barbara Kimball
860-298-3950
bkimball@limra.com

Platinum Sponsors

Gold Sponsor

Silver Sponsor

Luncheon Sponsor

Contact us to learn more:

Suzanne Melanson

Conference Coordinator

LIMRA

(860) 285-7879

smelanson@limra.com