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2019 Advanced Sales Forum - Scholarship

Advanced Sales: Architects of the Future

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


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.


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. 


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.

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.
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

International speaker Debra Jasper, Ph.D. has delivered keynotes and master classes in more than a dozen countries around the world, from Ukraine to Dubai.

She serves as a Faculty Fellow at The Ohio State University, where she teaches graduate courses in managing in a hybrid world. Recently named one of the top 12 Winning Women entrepreneurs in North America by Ernst & Young, Debra has been intensely focused for more than a decade on how to engage clients and colleagues virtually.

Today, thousands of professionals, from small businesses to Fortune 100 firms, are enrolled in her firm’s gamified, high-performance online coaching programs that drive new habits—and measurable results.

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.
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.



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

Hotel / Venue

Four Seasons Hotel Chicago

120 East Delaware Place
Chicago, IL, United States, 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” in top right corner

Step 2: Enter dates traveling, # of people

Step 3: Click on " Promo+"  and type in your code LI0801 and then “Check Rates”

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

Become a Sponsor or Exhibitor

Sponsors and Exhibitors

Gold Sponsors

Silver Sponsors

Conference Sponsors

Contact us to learn more:

Joan O'Neil

Senior Conference Coordinator


(860) 285-7741