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.
Jay Adkisson practices in the area of creditor-debtor litigation, including the enforcement of judgments against asset protection plans, and the defense of asset protection plans. He is the author of several books on asset protection, captive insurance and related topics, including, Asset Protection: Concepts & Strategies. In addition, Adkisson has served as an expert witness to the U.S. Senate Finance Committee, and as an American Bar Association advisor to the drafting committee of the Uniform Voidable Transactions Act.
2:30 pm - 3:20 pm: General Session: Life Insurance: The Elixir for the International Client
Leigh-Alexandra Basha
Partner, McDermott Will & Emery LLP
Leigh-Alexandra Basha is a partner with McDermott Will & Emery and heads up its Washington, DC, Private Client Practice Group. She focuses her practice on domestic and international estate and tax planning. She counsels an affluent international client base on a wide range of sophisticated matters, including estate and trust administration, family wealth preservation, tax compliance, as well as business succession, expatriation and pre-immigration planning. She is current chair of the International Estate Planning Committee of the American College of Trust and Estate Counsel (ACTEC) and former chair of the International Bar Association’s Individual Tax and Private Client Committee.
12:00 pm - 12:50 pm: General Session: What’s Hot, What’s Not
Lawrence Brody, J.D., LL.M.
Partner, Bryan Cave LLP
Lawrence Brody is a member of the Private Client Service Group and the Technology, Entrepreneurial & Commercial Practice Client Service Group in the Bryan Cave St. Louis office. He is an Adjunct Professor at Washington University School of Law, and a visiting Adjunct Professor at the University of Miami Law School. Brody is the author or co-author of numerous articles and books on the use of life insurance in estate and employee benefit planning. He is a member of the Advisory Committee for the Philip E. Heckerling Institute on Estate Planning, of the University of Miami School of Law, and serves on several editorial boards.
12:00 pm - 12:50 pm: General Session: What’s Hot, What’s Not
Thomas F. Commito, J.D., LL.M., CLU, ChFC, AEP
Director, Sales Concepts, Lincoln Financial Distributors
Thomas F. Commito is the author of two books, Working with LLCs:
A Practitioner’s Guide to Limited Liability Companies and Comprehensive
Buy-Sell Agreements, both published by the National Underwriter
Company. He writes the column “Accounting and Taxation” in the Journal
of Financial Services Professionals, and was formerly an assistant editor for
The American Alpine Journal. He has been elected to the Estate Planning
Hall of Fame and is a frequent speaker to and a member of several
insurance and legal associations.
3:30 pm - 4:20 pm: General Session: Small Screen, Big Impact
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.
12:00 pm - 12:50 pm: General Session: Planning Opportunities after the SECURE Act Eliminated Stretch IRAs
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Partner, Keebler & Associates, LLP
Robert S. Keebler has been named by CPA Magazine as one of the
Top 100 Most Influential Practitioners in the United
States and one of the Top 40 Tax Advisors to Know
During a Recession. His practice includes family wealth
transfer and preservation planning, charitable giving, retirement
distribution planning, and estate administration. Keebler
frequently represents clients before the National Office of the IRS
and has received more than 150 favorable private letter rulings. He
is the author of over 100 articles and columns and is the editor,
author or co-author of many books and treatises on wealth transfer
and taxation.
12:00 pm - 12:50 pm: General Session: Sweet Child of Mine: This is Our Journey
Meg Muldoon, J.D., LL.M.
Assistant Vice President, Advanced Sales, The Penn Mutual Life Insurance Company
Ms. Muldoon is an Assistant Vice President of Advanced Sales with the Penn Mutual Life Insurance Company. In her position, she offers comprehensive case design, technical, marketing, and educational support to Penn Mutual’s field partners. She received her undergraduate degree from Providence College, her J.D. from New England School of Law, and her LL.M. (taxation) from Boston University Law School. Additionally, she was an adjunct professor in the Tax Program at Suffolk University Law School.
11:00 am - 11:50 am: General Session: Tax Efficient Retirement Planning
Steve Parrish, J.D., CLU, ChFC, RHU
Independent Consultant Law Professor, Drake University Adjunct Professor, The American College
Steve Parrish is the Co-Director of the Center for Retirement Income at The American College of Financial Services, where he also serves as an Adjunct Professor of Advanced Planning. He is also an Adjunct Professor of Estate Planning at Drake University Law School. With over 40 years’ experience as an attorney and financial planner, Parrish is expert in retirement, estate, and business owner planning. He is a ongoing columnist for both Forbes.com and the Journal of Financial Service Professionals.
11:00 am - 11:50 am: General Session: Economic and Market Update
Russell Price, CFA
Chief Economist, Ameriprise Financial
Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey. Prior to joining Ameriprise Financial, Price was the senior economist for H&R Block Financial Advisors for seven years. He was also a generalist equity research analyst for more than six years. Price’s research coverage included companies such as Caterpillar, John Deere, Hewlett-Packard and Dell Computer. Price holds bachelor’s degree in economics from East Stroudsburg University, and an M.B.A in finance and investments from Marywood University. He also holds the Chartered Financial Analyst® (CFA) designation.
11:00 am - 11:50 am: General Session: Washington Update
Armstrong Robinson
Chief Advocacy Officer, Finseca
Armstrong Robinson leads Finseca’s advocacy team. He helped to guide the profession through tax reform in 2017. During that campaign, the team repelled several attacks on client planning tools while securing key victories that benefit the profession to this day like the 199A pass-through deduction. Prior to joining Finseca, Robinson advocated for dozens of clients at the Prime Policy Group, a premier D.C.-based bipartisan lobbying firm on a wide variety of issues ranging from tax to cybersecurity. During more than a decade serving the U.S. Congress, Robinson worked extensively with the Committees on Ways & Means and Financial Services.
12:00 pm - 12:50 pm: General Session: Sweet Child of Mine: This is Our Journey
Nadine Vogel
CEO, Springboard Global Enterprises
Nadine O. Vogel is the CEO of Springboard Global Enterprises which is home to Springboard Consulting, Disability Mama, The WIP Group and The Springboard Foundation which is an affiliated charity.
Vogel is the author of “DIVE IN, Springboard into the Profitability, Productivity and Potential of the Special Needs Workforce,” a highly acclaimed must-read business book. She is a regular contributor to Profiles in Diversity Journal, Diversity MBA Magazine and Diversity Executive Magazine, and has authored articles for many other professional, industry and consumer publications. In 2019, she was profiled in what has become a case for the Harvard Kennedy School on the topic of Women, Power and Influence. Nadine is also recognized as a powerful informational, motivational and inspirational speaker, delivering keynote presentations around the world, most recently at the 2019 Global Women’s Executive Forum in Australia.
Politics and elections influence the laws that affect your business. The Tax Cuts and Jobs Act, SEC Reg BI, The SECURE Act, The CARES Act…what policy change will produce the next wrinkle for your clients and your work? Remember the DOL fiduciary rule…what are the chances it rises from the grave? The federal government has spent trillions responding to COVID19 and the aftermath will affect how serve families and businesses in the coming years. Informed advisors have extra credibility with their clients. Attend this informative discussion on the intersection of politics and policy, delving into the tax and regulatory challenges and opportunities coming our way. Always informative, insightful, and well-received, this session is not to be missed!
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Partner, Keebler & Associates, LLP
Advisors should provide clients with new estate planning advice now that the Secure Act has passed. This law, which eliminated the stretch IRA planning for most non-spouse beneficiaries and replaced it with a 10-year rule, applies for deaths that occurred in 2020 and beyond. While clients can still achieve their legacy goals, the planning techniques used to transfer money after death will have to change.
In this session, you will hear about planning techniques that can help clients achieve their estate planning and legacy goals: Techniques like Roth conversions, life insurance, charitable trusts, spray trusts, Section 678 trusts, and out of state non-grantor trusts will be addressed and you will learn how they can help clients achieve their goals.
CYNTHIA HEARING, JD, CExP, CLU, ChFC, CAP, CLTC, Lead Senior Consultant, The Business Resource Center, Guardian Life Insurance Company of America; KIRSTEN LEES, AIG; CHANNING SCHMIDT, JD, CFP, Advanced Sales Director, Securian Financial; Moderator: NICHOLE CRAWFORD, JD, LL.M.,CLU, ChFC, CAP, AIRC, Advanced Life Manager & Counsel, Federated Life
From social distancing rules that closed offices, to the low interest rate environment that impacts a wide range of advanced planning techniques, unprecedented changes in the world have caused us to rethink how we, as an industry, do business. Join us for a discussion with representatives from a range of carriers and hear about how they’re adapting to the new “normal.” Learn best practices for connecting with remote employees and holding effective online meetings, new approaches to training, and how to refresh sales ideas for today’s environment,
DAVID HAYWARD, CLU, ChFC, FLMI, ACE, Associate Director, National Life Insurance Company; GARY PENCE, CLU, ChFC, Advanced Marketing Consultant, Pacific Life Insurance Company; MORGAN SCOTT, JD, Vice President, Advanced Markets and Field Development, Columbus Life Insurance Company
Come join our Advanced Markets specialists as they talk to us about the stories that have resonated in their practices.
Can't Make This Stuff Up - Gary Pence Premium Funding - David Hayward Life Insurance As an Asset Class - Morgan Scott
CHRISTOPHER PRICE, MLT, CLU, ChFC, CFS, AVP, Advanced Sales/Business Development-Variable Annuities, Lincoln Financial Distributors; DAVID VOGEL,CFP, CLU, ChFC, Senior Advanced Sales Specialist, Advanced Markets, Allianz Life Insurance Company of America; Moderator: KEVIN RUSS, CFP,CLU, Advanced Markets Consultant, Brighthouse Financial
This panel discussion will provide effective, proven advanced sales ideas to help generate sustainable retirement income using annuities. Each topic of discussion will center around practice management, sales ideas and technical concerns pertaining to annuity uses in multi-generational wealth strategies and the future use of annuities in employer sponsored retirement plans. The session will also cover annuity product innovations that have resulted from recent legislation including the Tax Cuts and Jobs Act, SECURE Act and CARES Act.
ERIC BERG, CFP, Advanced Markets Consultant, Thrivent Financial; JORDAN SKOG,CFP, CLU, ChFC, Director, Advanced Markets, Farm Bureau Life Insurance Company; Moderator &Presenter: WENDELL STALLINGS, CFP, CLU, ChFC, Sales Director – Advanced Markets, Ameritas
At the beginning of 2020, who could have predicted the emergence of COVID-19 and its effects on the world economy? As the pandemic’s effects on the economy become more widespread, will COVID-19 produce temporary or lasting changes to the life insurance industry? To some degree, the pandemic will certainly affect underwriting, sales, insurer’s general accounts, and general work practices. This workshop will explore these issues and how we, as advanced sales professionals, can navigate these changes and provide optimum value for our advisors and their clients?
The world changed overnight. Virtual is the new reality. That means today’s leaders must become effective “virtual communicators”–– and understand how to capture audiences who are not just distracted, but also distant and distressed. In this fast-moving session, Mindset Digital CEO Debra Jasper, Ph.D. will show you how to:
stay close with clients and colleagues in this time of social distance;
use rapid visual storytelling to transform webinars and live-streamed events
communicate with clarity and impact on a small screen
It’s more important than ever to achieve clarity in this world of uncertainty. This session will show you how to reimagine how you communicate and connect in a new virtual age.
Join Russell Price for his analysis of the current state of the U.S. economy and a discussion on trends and predictions for economic growth, employment, inflation, interest rates, consumer spending, and savings rates.
Assistant Vice President, Advanced Sales, The Penn Mutual Life Insurance Company
Nadine Vogel
CEO, Springboard Global Enterprises
You spent months planning for a trip of a lifetime. Every detail was perfectly mapped out. But as your plane lands, your destination changed. What now? During this session, you will learn what is involved with being a parent of a child with special needs. You may not be going where you planned to, but you will do everything to ensure your child’s quality of life is maintained with proper planning.
ANA MEDINACELI, Director, Advanced Markets, John Hancock
Join Ana Medinaceli, Director of Advanced Markets, as she explores the impact of technology on our industry and more importantly discussing some of the ways to incorporate social media, videos, podcasts into our everyday practice. Influencers can help with driving concepts and growth by embracing new platforms and mediums to get our message out there — join in this session to understand some of the opportunities we can and should embrace.
SHAWN BRITT, Director, Long Term Care Initiatives, Nationwide: GARY PENCE, Pacific Life; Moderator: DEREK WELCH, JD, CLU, ChFC, CLTC, Senior Director, Nationwide
This workshop will focus on creative strategies that use chronic illness and long-term care living benefits found in life insurance and annuity products. These concepts will help inspire individuals and business owners to take effective and affordable action in order to protect themselves and their employees from future financial crisis.
JAY D. ADKISSON, JD, Managing Member, Adkisson LLC
A look at contemporary asset protection planning and current items of interest in that field, including whether Nevada and Delaware trusts work and in what conditions, California Private Retirement Plans, and an update on IRS efforts involving 831(b) captive insurance companies.
Independent Consultant Law Professor, Drake University Adjunct Professor, The American College
Retirementincomeefficiency comes from financial modeling while tax efficiency focuses on asset location. The former asks how to arrange assets and benefits to meet the clients before-tax cash flow goals while the latter seeks to position these vehicles in a way to boost after-tax results. This presentation considers how these two disciplines can be reconciled to help maximize tax-efficient retirement planning, and discusses new issues caused by the recent disruptions in the markets.
Director, Sales Concepts, Lincoln Financial Distributors
This session is split into two parts. The first part will cover updates on loan regime split dollar and the mistakes that are being made. Learn how to set up donor and employer loan arrangements correctly. In the second part, learn about the important changes the SECURE Act brought us in December 2019 regarding qualified plan and IRA eligibility, contributions, and distributions. Learn about the retirement plan changes, including the birth or adoption exception to the 10% early withdrawal penalty, RMD rules for non-spouses and eligible designated beneficiaries, 529 changes and the new “Kiddie Tax.”
In the event that a scheduled meeting or event is cancelled by LIMRA for any reason, LIMRA shall refund any conference registration fees that have been paid by the registrant. Under no circumstances, however, shall LIMRA be liable to the registrant for any other expenses including, but not limited to, airfare and hotel expenses incurred by the registrant.
All cancellations must be received in writing. Email customer.service@limra.com. Cancellations received by July 17, 2020, will be refunded, less a $100 processing fee. No refunds will be issued after July 17, 2020.
