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.
Joey is President and Co-Founder 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.
Managing Partner of Wealth Solutions, Carson Wealth Management
Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®, is the Managing Partner of Wealth Solutions 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.
International speaker Debra Jasper, Ph.D. has delivered keynotes and master classes in more than a dozen countries around the world, from Ukraine to Dubai.
She serves as a Faculty Fellow at The Ohio State University, where she teaches graduate courses in managing in a hybrid world. Recently named one of the top 12 Winning Women entrepreneurs in North America by Ernst & Young, Debra has been intensely focused for more than a decade on how to engage clients and colleagues virtually.
Today, thousands of professionals, from small businesses to Fortune 100 firms, are enrolled in her firm’s gamified, high-performance online coaching programs that drive new habits—and measurable results.
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.
Assistant Vice President, Insurance Product Research, LIMRA and LOMA
Karen Terry leads the Individual Product Research team, developing and implementing LIMRA's research program for individual life, disability long-term care and critical illness insurance products in the U.S. and Canada. Under her guidance, her team provides competitive intelligence on product design, customer demographics, industry sales trends and forecasts for the North American individual insurance markets. With over 25 years of insurance product and consumer research experience, Karen is a leading industry expert on industry performance measures to LIMRA staff, member companies, and the media.
She earned her Bachelor of Science in marketing from the University of Maryland.
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
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