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2019 Advanced Sales Forum

Advanced Sales: Architects of the Future

8/5/2019 - 8/7/2019
Four Seasons Hotel Chicago 120 East Delaware Place, Chicago, IL
REGISTER Venue Details

Overview

Who Attends

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

REGISTER

Hotel/Venue

Four Seasons Hotel Chicago

120 East Delaware Place
Chicago, IL, 60611

Hotel Reservations

If you receive any unsolicited or suspicious email or phone call about a hotel booking in conjunction with this meeting, our advice is not to click on it, but delete the email immediately. In the case of a phone call, never give out your credit card information. Our designated conference hotels will never call you unless you contact them first.

Click Here to Book Your Hotel Reservation Online

Step 1: Click link above and “Check Rates”

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

Agenda

Speakers

Lawrence Brody, J.D., LL.M.
Partner, Bryan Cave LLP
  • Tuesday, August 6, 2019

    10:30 am - 11:30 am:

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
  • Monday, August 5, 2019

    4:00 pm - 5:00 pm:

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
  • Tuesday, August 6, 2019

    10:30 am - 11:30 am:

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
  • Tuesday, August 6, 2019

    3:00 pm - 4:00 pm:

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.

Eric Eklund
Senior Advanced Markets Consultant, M Financial Group
  • Wednesday, August 7, 2019

    10:00 am - 11:00 am:

Eric Eklund

Senior Advanced Markets Consultant, M Financial Group

Eric Eklund is the Sr. Advanced Markets Consultant at M Financial Group where he advises some of the nation’s top insurance advisors on various insurance, estate planning, and business planning topics. Prior to being a practicing trusts and estates attorney, Eric spent many years as a life insurance and investment advisor, and concert cellist.
Ande Frazier, CFP®, CLU, ChFC, RICP, BFA™, CLTC, LUTCF
CEO, myWorth LLC
  • Tuesday, August 6, 2019

    12:30 pm - 1:30 pm:

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
  • Monday, August 5, 2019

    10:30 am - 11:30 am:
  • Wednesday, August 7, 2019

    10:00 am - 11:00 am:

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.
Jeffrey Hollander, J.D.
Assistant Vice President, Advanced Markets, MassMutual Financial Network
  • Tuesday, August 6, 2019

    4:15 pm - 5:15 pm:

Jeffrey Hollander, J.D.

Assistant Vice President, Advanced Markets, MassMutual Financial Network

As an Assistant Vice President in MassMutual’s Advanced Sales organization, Hollander focuses on providing Estate and Business Planning support to the MassMutual Advisors and Financial Planners. He has been a member of the LIMRA Advanced Sales Committee for over 20 years, is a member of AALU, and has been a regular presenter of development sessions at its Annual Meeting.  He maintains a strong business connection with MassMutual’s Diverse Markets efforts including the LGBT market, women business owners, and the MassMutual Special Care organization.  Hollander has worked at MassMutual since July of 2016.  Previously, he held a similar role at MetLife from 1991 to 2016.  Prior to that, he served as Associate Counsel, Director Advanced Markets for Mutual Benefit Life in Newark, NJ, and as Advanced Underwriting Attorney for Aetna Life and Casualty. He is a graduate of George Washington University in Washington, D.C., and the University Of Bridgeport School Of Law in Bridgeport, CT. 
Jamie Hopkins
Director of Retirement Research, Carson Wealth
  • Monday, August 5, 2019

    10:30 am - 11:30 am:
  • 1:00 pm - 2:00 pm:

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.
Deidra W. Hubenak, J.D., CPA
Vice President, Advanced Markets, AIG Financial Distributors
  • Wednesday, August 7, 2019

    10:00 am - 11:00 am:

Deidra W. Hubenak, J.D., CPA

Vice President, Advanced Markets, AIG Financial Distributors

Deidra joined AIG in March 2016. Prior to her current role, she served as General Counsel for Access Consciousness, LLC. From 2008 through 2014, Deidra worked as a Board Certified Tax Law Partner at the law firm of Looper, Reed & McGraw, PC. Earlier, she was Partner with the law firm of Graves & Hawkins, LLC and held previous positions including Senior Tax Consultant for International Tax Advisors, Lead International Tax Support Rep for Thomson/RIA, International Tax Manager for PricewaterhouseCoopers, LLP, and Senior Tax Consultant for Ernst & Young. Deidra has served on the Board of Directors of the Houston CPA Society and the Texas Society of CPAs as well as serving on the International Tax Technical Resource Panel for the American Institute of CPAs. Deidra earned her A.B. in Philosophy from Duke University and J.D. from Southern Methodist University School of Law.
Debra Jasper, Ph.D.
Founder and CEO, Mindset Digital
  • Wednesday, August 7, 2019

    8:30 am - 9:30 am:

Debra Jasper, Ph.D.

Founder and CEO, Mindset Digital

As founder and CEO of Mindset Digital, Debra Jasper applies her deep passion for powerful storytelling to helping professionals communicate with clarity and impact in an age of eight-second attention spans. Jasper has given talks to more than 50,000 professionals around the world, from Utah to Ukraine. Today, tens of thousands of professionals are enrolled in her firm's highly visual online training courses in selling, communicating and leading in a digital world. Jasper’s experience includes launching the first social media fellowship for journalists in the country — working with CNN, 60 Minutes, The Washington Post, Los Angeles Times, and other top newsrooms. Before becoming CEO of Mindset Digital, she spent more than a decade as an award-winning investigative journalist. Jasper has two journalism degrees, and earned her Ph.D. from the The Ohio State University, where she wrote her dissertation on the art of powerful storytelling.
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished)
Partner, Keebler & Associates, LLP

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished)

Partner, Keebler & Associates, LLP

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He 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. Robert frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 250 favorable private letter rulings including several key rulings of “first impression.” 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. Robert has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute and is currently the chair of the 2017 AICPA ENGAGE Conference.
Chris Morton
Executive Vice President, Government Affairs & Business Strategy, Association for Advanced Life Underwriting
  • Monday, August 5, 2019

    9:00 am - 10:00 am:

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.
Steve Nieno
Senior Director of Advanced Strategies, Ameriprise Financial Services, Inc.
  • Wednesday, August 7, 2019

    10:00 am - 11:00 am:

Steve Nieno

Senior Director of Advanced Strategies, Ameriprise Financial Services, Inc.

Steve brings more than 20 years of experience in financial services to his role as Senior Director of Advanced Strategies. He currently leads the Advanced Strategies team, providing leadership and support on complex estate and business planning issues. Prior to joining the Advanced Strategies desk in 2009, Steve was a compliance officer for RiverSource Distributors. Previously, he served as a field engagement manager, business analyst and project manager for Ameriprise Financial.
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.

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Contact LIMRA to learn more:

Joan O'Neil

Senior Conference Coordinator

LIMRA

(860) 285-7741

joneil@limra.com