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2020 Advanced Sales Virtual Forum

20/20 Vision — Bringing Advanced Sales Into Focus

8/3/2020 EDT - 8/5/2020 EDT
Virtual Conference

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 Registration Fees:     
Members: $595
Non-members:  $895

Standard Registration Fees (After July 13, 2020):
Members: $695
Non-members: $1,045

 

Agenda

All times listed are Eastern Daylight Time.

Speakers

Jay Adkisson
Attorney

Jay Adkisson

Attorney

Jay D. Adkisson is an attorney licensed to practice law in Arizona, California, Nevada, Oklahoma and Texas. Twice an expert witness to the U.S. Senate Finance Committee, Jay is well-known nationally as the wealth conservation contributor to Forbes.com. He is a co-author of the book Asset Protection: Concepts & Strategies by McGraw-Hill, and is a past Chair of the American Bar Association Committees on Captive Insurance and Insurance & Financial Products.
Leigh-Alexandra Basha
Partner, McDermott Will & Emery LLP
  • Tuesday, August 4, 2020

    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.

Lawrence Brody, J.D., LL.M.
Partner, Bryan Cave LLP
  • Wednesday, August 5, 2020

    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.
Thomas F. Commito, J.D., LL.M., CLU, ChFC, AEP
Director, Sales Concepts, Lincoln Financial Distributors
  • Wednesday, August 5, 2020

    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.
Debra Jasper, Ph.D.
Founder and CEO, Mindset Digital
  • Monday, August 3, 2020

    3:30 pm - 4:20 pm: General Session: Small Screen, Big Impact

Debra Jasper, Ph.D.

Founder and CEO, Mindset Digital

Mobile, custom, fast and easy. That's what it takes to meet the demands of today's digital consumer. That's why Mindset Digital Founder and CEO Debra Jasper is passionate about helping leaders compete in a world of AI, charming chatbots, emotion analytics and more. 

An international speaker, Debra has given keynotes in more than a dozen countries, from the Global Internet Conference in Australia to Sweden’s Schibsted Academy and the Ukrainian Council of Ministers. Today, tens of thousands of people are enrolled in her firm’s highly engaging programs that drive new habits—and measurable results. Named one of the top 12 female entrepreneurs in North America by Ernst & Young, Debra works with a wide range of leaders across Fortune 100 financial firms as well as healthcare, hospitality and tech organizations.

Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Partner, Keebler & Associates, LLP
  • Monday, August 3, 2020

    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. 
Meg Muldoon, J.D., LL.M.
Assistant Vice President, Advanced Sales, The Penn Mutual Life Insurance Company
  • Tuesday, August 4, 2020

    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.
Steve Parrish, J.D., CLU, ChFC, RHU
Independent Consultant
Law Professor, Drake University
Adjunct Professor, The American College
  • Wednesday, August 5, 2020

    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

Russell Price, CFA
Chief Economist, Ameriprise Financial
  • Tuesday, August 4, 2020

    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.
Armstrong Robinson
Vice President of Legislative Affairs, AALU/GAMA
  • Monday, August 3, 2020

    11:00 am - 11:50 am: General Session: Washington Update

Armstrong Robinson

Vice President of Legislative Affairs, AALU/GAMA

Armstrong leads AALU/GAMA’s legislative and policy shop. 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 passthrough deduction. Prior to joining AALU, Armstrong 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, Armstrong worked extensively with the Committees on Ways & Means and Financial Services. He served as Chief of Staff and senior advisor for Representatives Geoff Davis (R-KY) and Keith Rothfus (R-PA). Armstrong successfully directed multiple successful political campaigns. He also served as Tax Counsel to Congressman Davis during his service on the Ways & Means Committee.

Nadine Vogel
CEO, Springboard Global Enterprises
  • Tuesday, August 4, 2020

    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.

Sponsor

Contact us to learn more:

Joan O'Neil

Senior Conference Coordinator

LIMRA

(860) 285-7741

joneil@limra.com