Skip to content

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.brighthousefinancial.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

Guardian has been helping people protect their futures and secure their lives for 160 years. Every day, we serve approximately 29 million people through a range of insurance and financial products. As one of the largest mutual insurance companies, we know what matters most: putting the needs of our customers first. Because everyone deserves a Guardian. Learn more about Guardian at guardianlife.com.

Silver Sponsor

At State Farm, our identity has always been that of an insurance company being “there” for you when the unexpected happens and things go wrong. And while we are absolutely that, we are also much more. With more than 18,000 agents and 80,000 employees and associates who are uniquely qualified to help, State Farm is a company fueled by the power of good neighbors. And being a good neighbor requires so much more than simply being “there” when life goes wrong. Being a good neighbor is also about being “here” in all of life’s moments: Creating possibilities, working to understand and providing solutions for your life, not just your stuff. We’ll always be there when things go wrong. But we’re also here to help with all of the things that can go right in life — from funding a college education, to buying a home, to building your retirement, to strengthening your community. Life is about more than insurance. So are we. We are here to listen. Here to act. Here to help life go right. For more information, visit www.statefarm.com.

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.