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2020 Advanced Sales Forum

8/3/2020 - 8/5/2020
Coronado Island Marriott Resort & Spa, Coronado, CA
REGISTER Venue Details

Overview

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.

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.

Registration

Early-Bird Rates:
LIMRA member $1,370
LOMA (but not LIMRA) member $2,055
Nonmember $2,740

After July 6, 2020:
LIMRA Member – $1,670
LOMA (but not LIMRA) member - $2,505
Nonmember – $3,340

REGISTER

Hotel/Venue

Coronado Island Marriott Resort & Spa

2000 Second Street
Coronado, CA,

(800) 228-9290 (Mention LIMRA Advanced Sales Forum)

Click here to make your reservation online

Make your reservations by July 6, 2020 by following the reservations link, or by calling the reservations phone number and mention the LIMRA Advanced Sales Conference in order to receive the group rate of $295.00 single/double (plus applicable sales taxes and optional $20.00 resort fee). Requests after July 6, 2020 will be accepted on the basis of space availability. The group guest room rate will be offered three days prior and three days after the meeting dates subject to availability and must be booked by calling the hotel.

Please note that hotel rates will go up after the cut-off date or when the meeting room block sells out, whichever comes first.  Make your reservations early to be able to take advantage of our discounted rates.

Speakers

Lawrence Brody, J.D., LL.M.
Partner, Bryan Cave LLP

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.
Thomas F. Commito, J.D., LL.M., CLU, ChFC, AEP
Director, Sales Concepts, Lincoln Financial Distributors

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.
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Partner, Keebler & Associates, LLP

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. 
Chris Morton
Executive Vice President, Government Affairs & Business Strategy, Association for Advanced Life Underwriting

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.

Contact us to learn more:

Joan O'Neil

Senior Conference Coordinator

LIMRA

(860) 285-7741

joneil@limra.com