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Gold Sponsors

Guardian has been helping people protect their futures and secure their lives for 160 years. Every day, we serve approximately 29 million people through a range of insurance and financial products. As one of the largest mutual insurance companies, we know what matters most: putting the needs of our customers first. Because everyone deserves a Guardian. Learn more about Guardian at

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. The comfort of a human voice when you need it most, the thrill of your child being able to see clearly for the first time with a new pair of glasses, the joy of living your dream retirement, the excitement of opening the doors to your business, knowing you and your employees are covered. Ultimately, we deliver the products and services that help you plan well and enjoy life. We call it fulfilling life. Ameritas develops financial strategies and products for more than 4 million customers. It’s our mission to help you plan your independence and reduce uncertainty in your future. The way we do business ensures we’ll be here when you need us. You can count on us to keep our promises. Securities offered through affiliate Ameritas Investment Company LLC., member FINRA/SIPC and investment advisory services offered through the business name of Ameritas Advisory Services. For more information, visit

AXA Equitable has been helping clients prepare for their financial future since 1859. We aim to be the most trusted partner to our clients by providing advice, investment strategies, products and services that help them prepare for their financial future. Learn more at

MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. MassMutual offers a wide range of financial products and services, including life insurance, disability income insurance, long term care insurance, annuities, retirement plans and other employee benefits. For more information, visit

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 $290.3 billion in total assets, $29.9 billion in revenues, and $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages more than $161 billion of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual ranks 102 on the 2020 FORTUNE 500 and is recognized by FORTUNE® as one of the “World’s Most Admired” life insurance companies in 2020. Northwestern Mutual also received the highest score among individual life insurance providers in the J.D. Power 2019 U.S. Life Insurance Satisfaction Study. Visit us at:

Penn Mutual is committed to helping people live life with confidence. As a Fortune 1000 life insurance company with consistently high independent ratings, Penn Mutual strives to move both the company and the industry forward. Our focus on innovation, demonstrated by our award-winning Accelerated Client Experience (ACE) technology, is a testament to our investment in providing comprehensive adviser support, tools and resources to drive growth. Visit Penn Mutual at

Since 1875, Prudential Financial has been helping people of all ages realize their goals for financial security. Prudential Financial serves millions of individual and institutional customers worldwide, offering them life insurance and other financial products and services for a variety of needs. Our financial professionals are interested in you and your needs. They want to assist you in developing strategies that effectively address your financial security concerns.

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.

At State Farm, our identity has always been that of an insurance company being “there” for you when the unexpected happens and things go wrong. And while we are absolutely that, we are also much more. With more than 18,000 agents and 80,000 employees and associates who are uniquely qualified to help, State Farm is a company fueled by the power of good neighbors. And being a good neighbor requires so much more than simply being “there” when life goes wrong. Being a good neighbor is also about being “here” in all of life’s moments: Creating possibilities, working to understand and providing solutions for your life, not just your stuff. We’ll always be there when things go wrong. But we’re also here to help with all of the things that can go right in life — from funding a college education, to buying a home, to building your retirement, to strengthening your community. Life is about more than insurance. So are we. We are here to listen. Here to act. Here to help life go right. For more information, visit

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

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 $26 billion in assets headquartered in Los Angeles, California, with executive offices in Denver, Colorado. The Bank has 74 full-service branches primarily 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. Learn about Pacific Western Bank, visit

Pentera Group, Inc. publishes a modular series of tools home offices provide to distribution channels and producers working in the advanced markets. The Advanced Markets Resource Center (AMRC) includes: A comprehensive reference source, learning modules, calculators, and collateral sales support. Pentera's AMRC is an intuitive, user friendly suite of tools producers, home office executives, and sales support teams use to prepare cases, answer questions, and sell using estate planning, business insurance, retirement planning, and charitable giving concepts to solve problems and motivate prospects and clients.

The AMRC platform includes industry favorites--Advanced Markets Online (AMO); AMO Documents; AMO SalesMaker; Business Insurance Online; AMO Calculators; e-Pocket Tax Tables; and AMO Person-to-Person (P2P) presentations, Advanced Market Prompts (AMPs), Business Insurance Online, Retirement Planning at Any Age, and Intro to Estate Planning and Charitable Giving.

In addition, for over thirty-five years, Pentera's skilled, in-house staff of attorneys, writers, designers, and technicians has leveraged it's 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 for examples and additional information.