2019 Advanced Sales Forum

---

Ande Frazier, CFP®, CLU, ChFC, RICP, BFA™, CLTC, LUTCF

Forbes author, Ande Frazier is changing the industry through a combination of technology and empathy to provide clear financial guidance for women on a mission.

With her extensive experience coupled with futuristic thinking, Ande finds opportunities to innovate in places you least expect it. As CEO of myWorth, a content media company, Ande is at the forefront of changing the way the financial services industry connects to women and their money. Her career accomplishments led her to be named one of Bristol’s Who’s Who Among Distinguished Professionals and Executives, Top 100 in Finance, by Top 100 Magazine, and has a book about the emotional aspects of money to be released later this year.

---

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

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.

---

Jamie Hopkins

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.

---

Debra Jasper, Ph.D.

Mobile, custom, fast and easy. That's what it takes to meet the demands of today's digital consumer. That's why Mindset Digital Founder and CEO Debra Jasper is passionate about helping leaders compete in a world of AI, charming chatbots, emotion analytics and more. 

An international speaker, Debra has given keynotes in more than a dozen countries, from the Global Internet Conference in Australia to Sweden’s Schibsted Academy and the Ukrainian Council of Ministers. Today, tens of thousands of people are enrolled in her firm’s highly engaging programs that drive new habits—and measurable results. Named one of the top 12 female entrepreneurs in North America by Ernst & Young, Debra works with a wide range of leaders across Fortune 100 financial firms as well as healthcare, hospitality and tech organizations.

---

Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

Robert S. Keebler 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.  His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Keebler frequently represents clients before the National Office of the IRS and has received more than 150 favorable private letter rulings. 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. 

---

Chris Morton

Chris Morton, Executive Vice President, Government Affairs & Business Strategy, at AALU, acts as a principal liaison to Congress on behalf of the nation’s top life insurance producers and distribution partners, managing all policy development, political engagement, and advocacy strategy for the Association in Washington, DC.

A seasoned Washington professional with over 25 years of experience in the financial services and tax policy arena at the Federal level, Mr. Morton has demonstrated success in numerous legislative and regulatory affairs leadership roles.

---

Karen Terry

Karen Terry oversees LIMRA’s Individual Product Research team, which provides research on product design, company practices, market trends, and the sales and marketing of individual life, disability and critical illness products in the U.S. and Canada.

With over 20 years of individual product and consumer research experience, Karen serves as a resource on industry performance measures to LIMRA staff, member companies, and the media.
She received her bachelor’s degree in marketing from the University of Maryland.