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Gold Sponsors

Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being — mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com.

Guardian® is a registered trademark of The Guardian Life Insurance Company of America.
© Copyright 2022 The Guardian Life Insurance Company of America, New York, NY

Silver Sponsors

AIG’s Life Insurance Division offers innovative products, effective sales tools, and powerful marketing resources to meet customers’ dynamic needs. We offer among the most competitive products from term and guaranteed universal life, to index universal life and variable universal life.

Ameritas offers insurance, financial services and employee benefits, but we deliver so much more. We help people live a fulfilling life with the products and services we offer, the way we support communities and the commitments we keep. Our strength, innovative mindset and competitive spirit mean we’ll be here to help people plan well and enjoy life for generations to come. Ameritas is a marketing name for Ameritas Mutual Holding Company and its affiliated subsidiary companies, including Ameritas Life Insurance Corp. and Ameritas Life Insurance Corp. of New York. Ameritas offers a wide range of insurance and financial products and services to individuals, families and businesses. These products and services include life insurance; annuities; individual disability income insurance; group dental, vision and hearing care insurance; and retirement plans. For more information, visit Ameritas.com

The AXA Group is a worldwide leader in insurance and asset management, with 149,000 employees serving 95 million clients in 50 countries and territories. In 2021, IFRS revenues amounted to Euro 99.9 billion and underlying earnings to Euro 6.8 billion. AXA had Euro 1,051 billion in assets under management as of December 31, 2021. Visit us at: https://www.axa.com/en

MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. Founded in 1851, the company has been continually guided by one consistent purpose: we help people secure their future and protect the ones they love. With a focus on delivering long-term value, MassMutual offers a wide range of protection, accumulation, wealth management and retirement products and services. For more information, visit www.massmutual.com.

Northwestern Mutual has been helping people and businesses achieve financial security for more than 160 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what’s most important. With $308.8 billion in total assets, $31.1 billion in revenues, and $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages more than $200 billions of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual ranks 90 on the 2021 FORTUNE 500 and is recognized by FORTUNE® as one of the “World’s Most Admired” life insurance companies in 2021. Visit us at: https://www.northwesternmutual.com/

For more than 175 years, Penn Mutual has been helping people get stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day. Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses. Penn Mutual supports its financial professionals with retirement and investment services through its wholly-owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com

Prudential Financial, Inc. (NYSE: PRU), a global financial services leader and premier active global investment manager with more than $1.5 trillion in assets under management as of March 31, 2022, has operations in the United States, Asia, Europe, and Latin America. Prudential’s diverse and talented employees help make lives better and create financial opportunity for more people by expanding access to investing, insurance, and retirement security. Prudential’s iconic Rock symbol has stood for strength, stability, expertise, and innovation for more than a century. For more information, please visit news.prudential.com.

For 132 years, Security Mutual has helped provide peace of mind to individuals and families in times of uncertainty. It has also helped build better tomorrows. Caring and social responsibility are hallmarks of our corporate culture—so much so that we have enhanced our Company logo with the new service mark: “The Company That Cares”. Our employees volunteer for many charitable and civic organizations and programs, with additional support provided by the Security Mutual Life Foundation. A recent initiative of the Security Mutual Life Foundation is Sock Out Cancer®, a program that aids financially distressed families so they can put all their energy into fighting cancer.

For 100 years, the mission of State Farm has been and continues to be to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. State Farm and its affiliates are the largest providers of auto and home insurance in the United States. Its more than 19,400 agents and approximately 53,400 employees serve over 87 million policies and accounts — which includes auto, fire, life, health, commercial policies and financial services accounts. Commercial auto insurance, along with coverage for renters, business owners, boats and motorcycles, is available. State Farm Mutual Automobile Insurance Company is the parent of the State Farm family of companies. State Farm is ranked No. 39 on the 2021 Fortune 500 list of largest companies. For more information, please visit http://www.statefarm.com.

Conference Sponsors

Ashar Group is an independent 3rd party resource that supports financial professionals and fiduciaries. We appraise life insurance assets for fair market value (FMV) and provide a formal, marketbased valuation that provides an essential FMV data point for planning decisions and risk mitigation. If the life settlement option is chosen as the planning solution, Ashar is a nationally licensed Life Settlement Brokerage with fiduciary responsibility to the client to create a competitive bidding environment and negotiate the best offer possible. Our national accounts include major life insurance carriers, broker dealers, BGAs, IMOs, national banks, and trust companies. We are a resource for more than 30,000 planners, attorneys, trust officers, and CPAs nationwide for risk management and insurance planning; philanthropic planning; retirement planning; and estate, gift, and wealth transfer planning. Visit us at www.ashargroup.com

BEI is the leading innovator in the Exit Planning industry. No other organization offers the comprehensive Exit Planning training, marketing support, and plan-creation tools that BEI provides. As a Member of BEI, advisors have access to an established, systemized process that allows them to easily help clients with business-transition planning.

Pacific Western Bank is a commercial bank with over $40 billion in assets headquartered in Los Angeles, California, with an executive office in Denver, Colorado. The Bank has 69 full-service branches located in California, with one branch located in Durham, North Carolina, and one branch located in Denver, Colorado. We offer national lending products including asset-based, equipment, and real estate loans and treasury management services to established middle-market businesses. To learn more about Pacific Western Bank, visit www.pacwest.com.

Pentera Group, Inc. is pleased to offer the Advanced Markets Resource Center (AMRC) —an intuitive, user-friendly suite of tools that home offices can provide to distribution channels and producers. This suite provides everything necessary to prepare cases, answer questions, solve problems, motivate prospects and clients, and make sales. The AMRC includes industry favorites such as a comprehensive reference source (Advanced Markets Online), learning modules (Business Insurance Online, Retirement Planning at Any Age, Estate Planning for Small Business Owners, Intro to Estate Planning and Charitable Giving), calculators (AMO Calculators), and collateral sales support (AMO Salesmaker, ePocket Tax Tables, AMO One-Pagers, the Annuity Playbook, the Personal Markets Playbook, AMO Case Studies, AMO Documents, AMO Conversation Starters). Material covers the areas of estate planning, business insurance, retirement planning, and charitable giving, with a special mini-suite of materials on Business Succession Planning. For over 45 years, Pentera’s skilled, in-house staff of attorneys, writers, graphic designers, and user interface technicians has leveraged its content creation and technology expertise to develop custom content and tools designed to present, position, and brand proprietary products and concepts for home office distribution channels. Visit us at www.pgiresources.com for examples and additional information.