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Platinum Sponsors

We’re Brighthouse Financial. We are on a mission to help people achieve financial security. As one of the largest providers of annuities and life insurance in the U.S., we specialize in products designed to help people protect what they’ve earned and ensure it lasts. We are built on a foundation of experience and knowledge, which allows us to keep our promises and provide the value they deserve. Visit us at: https://www.brighthousefinancialpro.com/

Penn Mutual is committed to helping people live life with confidence. As a Fortune 1000 life insurance company with consistently high independent ratings, Penn Mutual strives to move both the company and the industry forward. Our focus on innovation, demonstrated by our award-winning Accelerated Client Experience (ACE) technology, is a testament to our investment in providing comprehensive adviser support, tools and resources to drive growth. Visit Penn Mutual at www.pennmutual.com

Gold Sponsor

Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being — mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com.

Guardian® is a registered trademark of The Guardian Life Insurance Company of America.
© Copyright 2022 The Guardian Life Insurance Company of America, New York, NY

Silver Sponsor

For 100 years, the mission of State Farm® has been, and continues to be, to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. We are made up of more than 19,000 agents and 58,000 employees who bring diverse talents and experiences to our work of serving the State Farm customer. Our foundation is built on our shared values of quality service and relationships, mutual trust, integrity and financial strength. We strive to be the customer’s first and best choice in the products and services we provide. Like a good neighbor, State Farm is there.®

Luncheon Sponsor

Ashar Group is an independent 3rd party resource that supports financial professionals and fiduciaries. We appraise life insurance assets for fair market value (FMV) and provide a formal, marketbased valuation that provides an essential FMV data point for planning decisions and risk mitigation. If the life settlement option is chosen as the planning solution, Ashar is a nationally licensed Life Settlement Brokerage with fiduciary responsibility to the client to create a competitive bidding environment and negotiate the best offer possible. Our national accounts include major life insurance carriers, broker dealers, BGAs, IMOs, national banks, and trust companies. We are a resource for more than 30,000 planners, attorneys, trust officers, and CPAs nationwide for risk management and insurance planning; philanthropic planning; retirement planning; and estate, gift, and wealth transfer planning. Visit us at www.ashargroup.com

Exhibitors

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

Pentera Group, Inc. publishes a suite of tools carriers provide to producers working in the advanced markets. The Advanced Markets Resource Center (AMRC) includes a comprehensive reference source, learning modules, calculators, specimen documents, and collateral sales support. AMRC is an intuitive, user friendly suite of tools producers, home office executives, and sales support teams use to prepare cases, answer questions, and sell using estate planning, business insurance, retirement planning, and charitable giving concepts.

The AMRC platform includes these industry favorites:

  • Advanced Markets Online (AMO) and AMO Documents
  • AMO SalesMaker and AMO Playbook
  • AMO Calculators and e-Pocket Tax Tables
  • AMO Conversation Starter presentations and Advanced Markets Prompts (AMPs)
  • Training Modules on business insurance, retirement planning, estate planning, and charitable giving

In addition, for over thirty-five years, Pentera's skilled staff of attorneys, writers, designers, and technicians has leveraged its content, creativity and technology expertise to develop custom materials and tools designed to present, position, and brand proprietary products and concepts for home office distribution channels. Visit us at www.pgiresources.com for examples and additional information.