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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 Hotel Reservations

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.

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 $295.00 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.

Speakers

Joey Davenport
President, Hoopis Performance Network

Joey Davenport

President, Hoopis Performance Network

Joey has 20 years of experience in the financial services industry as a top producer, manager, entrepreneur and international speaker, and is co-author of the #1 best-selling book, “The Power of Coaching: Engaging Excellence in Others.” His organization was recently recognized by Inc. 500 as one of the fastest growing privately held businesses in the U.S, and as a Certified Trainer and Master Coach, is considered the Executive Producer of Northwestern Mutual’s Enduring Relationships program and the Hoopis University. Joey is also a co-author and co-producer of the advanced sales training program, Factfinding DNA, as well as the executive producer of the award-winning Trustworthy Selling sales effectiveness program and Advanced Planning Channel. His web-based training programs have received top recognition including multiple Digital Media Innovators Awards and the ROI Institute’s Top 10 Case Studies.
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

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.
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

Contact LIMRA to learn more:

Joan O'Neil

Senior Conference Coordinator

LIMRA

(860) 285-7741

joneil@limra.com