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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/

For more than 175 years, Penn Mutual has been helping people get stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day. Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses. Penn Mutual supports its financial professionals with retirement and investment services through its wholly-owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. 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. State Farm and its affiliates are the largest providers of auto and home insurance in the United States. Its more than 19,400 agents and approximately 53,400 employees serve over 87 million policies and accounts — which includes auto, fire, life, health, commercial policies and financial services accounts. Commercial auto insurance, along with coverage for renters, business owners, boats and motorcycles, is available. State Farm Mutual Automobile Insurance Company is the parent of the State Farm family of companies. State Farm is ranked No. 39 on the 2021 Fortune 500 list of largest companies. For more information, please visit http://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.