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Gold Sponsors

The Guardian Life Insurance Company of America® (Guardian) is one of the largest mutual life insurers in America with $7.4 billion in capital and $1.5 billion in operating income (before taxes and dividends to policyholders) in 2016. Guardian's firm commitment to mutuality and financial strength has made us a Fortune 250 company, uniquely positioning us to focus on the needs of our customers and their long-term interests first.
Our “people first” way of doing business has proven to be productive and profitable. As a result, we have been able to consistently provide low costs on ordinary life coverage and other forms of insurance, while maintaining an outstanding record of dividends throughout our history. Guardian is deeply invested in supporting philanthropy, environmental sustainability, values, ethics and the people that make this company what it is. The company has approximately 8,800 employees and a network of over 3,000 financial representatives in 140 locations in the United States, Canada and India. Visit us 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.

Founded in 1887, Ameritas Life Insurance Corp. and its affiliated companies offer 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; retirement plans; investments; asset management and public finance. Securities and investment advisory services offered through affiliate Ameritas Investment Corp., member FINRA/SIPC. 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. Living mutual has always been at the core of our human existence, and it's the principle that's guided MassMutual since our founding in 1851. It's not a concept we invented, but one we champion for the simple reason that people take it for granted today.

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 $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages more than $160 billion of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual ranks 111 on the 2019 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:

Since 1847, Penn Mutual has been committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through Hornor, Townsend & Kent, Inc. Registered Investment Advisor and wholly owned subsidiary. Member FINRA/SIPC. We are proud to work together in a values-driven and relationship-based culture. 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.

The mission of State Farm is to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. We have provided life insurance solutions since 1929, and are proud to be the company millions of people look to for protection. More at:

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’s Premium Finance Group has significant expertise and the capital resources needed to respond to diverse financing situations. We offer floating and fixed rate credit facilities for estate planning and middle-market companies. Our typical insurance asset-based loan is between $500,000 and $50 million. Pacific Western Bank has over $25 billion in assets and offers a broad range of loan, lease and deposit products and services through 74 full-service branches throughout the state of California, one branch in Durham, North Carolina and numerous loan production offices across the country. Our National Lending group provides asset-based, equipment, real estate and security cash flow loans and treasury management services to established middle-market businesses nationally. To learn more about our comprehensive offerings 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.