Advanced sales and marketing executives of carriers and distributors, CMOs, sales officers and estate and business planning specialists with accountability for serving individual markets.
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.
This year’s theme frames out the direction of our conference.
Inspire: Content-rich workshops and valuable networking with other advanced sales professionals will help you inspire and motivate advisors.
Uncover: We will dive into the new tax law, reveal potential opportunities and highlight new tools that will help you on a day-to-day basis.
Succeed: How do you define success? What are the outcomes for your advisors and their clients? Help your advisors truly “hear” and understand what their clients need.
You qualify for a scholarship reward of $250 off the registration fee because you are first-time attendee to the Advanced Sales Forum and meet one or more of the following criteria:
- You are an advanced sales specialist or support advanced sales (field, home office, BGA or IMO).
- You have been selected by a member of the LIMRA's Advanced Sales Committee.
LIMRA Member: $1,300
LOMA (but not LIMRA) Member: $1,950
After July 11, 2018:
LIMRA Member: $1,500
LOMA (but not LIMRA) Member: $2,250
All cancellations must be received in writing. Cancellations received before July 16, 2018, will be refunded, less a $75 processing fee. Cancellations received from July 16, 2018 to July 30, 2018 will be refunded, less a $275 processing and administrative fee. No refunds will be issued after July 30, 2018.
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.