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2019 Advanced Sales Forum

Advanced Sales: Architects of the Future

8/5/2019 12:00 AM - 8/7/2019 12:00 AM

Overview

Who Should Watch

Advanced sales and marketing executives of carriers and distributors, CMOs, sales officers and estate and business planning specialists with accountability for serving individual markets.

Highlights

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.

Registration

Early-Bird Rates:
LIMRA member $1,335
LOMA (but not LIMRA) member $2,000
Nonmember $2,670

After July 9, 2019:
LIMRA Member – $1,535
LOMA (but not LIMRA) member - $2,300
Nonmember – $3,070

All cancellations must be received in writing. Cancellations received before July 15, 2019, will be refunded, less a $75 processing fee. Cancellations received from July 15, 2019 to July 29, 2019 will be refunded, less a $275 processing and administrative fee. No refunds will be issued after July 29, 2019.

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.

Hotel/Venue

Four Seasons Hotel Chicago
120 East Delaware Place
Chicago, IL 60611
1-312-280-8400

Make your reservations by July 9, 2019 by following the reservations link, or by calling the reservations phone number and mention the LIMRA Advanced Sales Conference in order to receive the group rate of $299.00 single/double (plus applicable sales taxes). Requests after July 9, 2019 will be accepted on the basis of space availability. The group guest room rate will be offered three days prior and three days after the meeting dates subject to availability and must be booked by calling the hotel.

Please note that hotel rates will go up after the cut-off date or when the meeting room block sells out,whichever comes first. Make your reservations early to be able to take advantage of our discounted rates.

Click Here to Book Your Hotel Reservation Online
Step 1: Clink link to "Make a Reservation"
Step 2: Enter dates traveling, # of people
Step 3: Click on "Corporate/Promo Code" and type in your code LI0801 and then "Find Rooms"
Step 4: The rate of $299.00 showing for a City-View Room should appear. Click on "Select Room."
Step 5: The option to select the LIMRA Advanced Sales Forum package will appear. Follow prompts to confirm reservation

For questions concerning your hotel reservations, contact Amanda Cristina at acristina@limra.com or call 1-860-298-3829

 Chicago Skyline

Presenters

Lawrence Brody, J.D., LL.M.
Partner, Bryan Cave LLP

Lawrence Brody, J.D., LL.M.

Partner, Bryan Cave LLP

Brody is a member of the Private Client Service Group and the Technology, Entrepreneurial & Commercial Practice Client Service Group in the Bryan Cave St. Louis office. He is an Adjunct Professor at Washington University School of Law, and a visiting Adjunct Professor at the University of Miami Law School. Brody is the author or co-author of numerous articles and books on the use of life insurance in estate and employee benefit planning. He is a member of the Advisory Committee for the Philip E. Heckerling Institute on Estate Planning, of the University of Miami School of Law, and serves on several editorial boards.
Bradford Campbell
Partner, Drinker Biddle & Reath, LLP

Bradford Campbell

Partner, Drinker Biddle & Reath, LLP

As partner at Drinker Biddle & Reath LLP, Brad advises financial service providers and plan sponsors on ERISA Title I issues, including fiduciary conduct and prohibited transactions. A nationally-recognized figure in employer-sponsored retirement plans, he is the former Assistant Secretary of Labor for Employee Benefits and head of the Employee Benefits Security Administration. As ERISA's former “top cop” and primary federal regulator, Brad provides his clients with insight and knowledge across a broad range of ERISA-plan related issues. He also serves as an expert witness in ERISA litigation. Brad has been listed as one of the 100 Most Influential Persons in Defined Contribution by 401kWire and has been listed as one of the top 15 ERISA attorneys in the country by a poll of the National Association of Plan Advisors. In addition, he testified before three Congressional Committees regarding the effects of the Department of Labor fiduciary regulation.
Thomas F. Commito, J.D., LL.M., CLU, ChFC, AEP
Director, Sales Concepts, Lincoln Financial Distributors

Thomas F. Commito, J.D., LL.M., CLU, ChFC, AEP

Director, Sales Concepts, Lincoln Financial Distributors

Thomas F. Commito is the author of two books, Working with LLCs: A Practitioner’s Guide to Limited Liability Companies and Comprehensive Buy-Sell Agreements, both published by the National Underwriter Company. He writes the column “Accounting and Taxation” in the Journal of Financial Services Professionals, and was formerly an assistant editor for The American Alpine Journal. He has been elected to the Estate Planning Hall of Fame and is a frequent speaker to and a member of several insurance and legal associations.
Joey Davenport
President, Hoopis Performance Network

Joey Davenport

President, Hoopis Performance Network

Joey is President of the Hoopis Performance Network in Chicago. He has over twenty years of experience in financial services as a top producer, manager, entrepreneur and international speaker. Joey’s organization is recognized by Inc. 5000 as one of the fastest growing privately held businesses in the United States.  HPN’s web-based training programs have received top recognition including multiple Digital Media Innovators Awards and the ROI Institute’s Top 10 Case Studies of the Year. Joey is co-author of the #1 bestselling book, The Power of Coaching: Engaging Excellence in Others. He is the executive producer of the HPN University and Trustworthy Selling. The University has over 50,000 members and is considered the #1 online content library in financial services. Trustworthy Selling was developed in collaboration with LIMRA International and has over 15,000 graduates. Joey is also Past President of NAIFA Chicago and a graduate of NAIFA’s Leadership in Life Institute. He received the NAIFA Illinois Young Advisors Team Leader of the Year award and the national Award for Association Excellence from the NAIFA Federation.

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

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

CEO, myWorth LLC

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
Retirement Industry Professional

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

Retirement Industry Professional

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
Director of Retirement Research, Carson Wealth

Jamie Hopkins

Director of Retirement Research, Carson Wealth

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.
Founder and CEO, Mindset Digital

Debra Jasper, Ph.D.

Founder and CEO, Mindset Digital

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
Partner, Keebler & Associates, LLP

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

Partner, Keebler & Associates, LLP

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
Executive Vice President, Government Affairs & Business Strategy, Association for Advanced Life Underwriting

Chris Morton

Executive Vice President, Government Affairs & Business Strategy, Association for Advanced Life Underwriting

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
Assistant Managing Director, Insurance Research, LIMRA

Karen Terry

Assistant Managing Director, Insurance Research, LIMRA

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.

Sponsors / Exhibitors

Gold Sponsors

Silver Sponsors

Conference Sponsors