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2021 Advanced Sales Forum

Advanced Sales: Seizing Opportunities in a Brave New World

8/2/2021 - 8/3/2021
Virtual
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Overview

Who Attends

Advanced sales and marketing executives of carriers and distributors, IMOs, BGAs as well as CMOs, sales officers, and estate and business planning specialists with accountability for serving individual markets.

Highlights

Created by advanced sales professionals, this is the only forum dedicated to enhancing the practice of Advanced Sales. 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 Registration Fees: (by July 12, 2021)

Members: $500            
Non-members: $800
 
Registration Fees: (after July 12, 2021)
 
Members: $595
Non-members: $895
 
Group Discount:

Take advantage of our group rates to ensure your team’s knowledge stays relevant and up-to-date amid the changing trends and directions in the industry. We are pleased to offer two group registration options that you can secure by contacting customer.service@limra.com.

  • 3+ Registrants from the same company will receive a $75 discount per person when using the quantity discount promo code provided.
  • 6+ Companies may purchase 6 or more registrations and receive a 20% discount on the total registration fee. A single payment is required along with the total number of registrants. We will provide a special company link/code for your organization to distribute to the group.

Note: Discounts may not be combined with any other discount offer. We cannot combine existing individual registrations into group registrations. 

Substitution Policy: 

Substitutions of registrations are permitted up to 3 days prior to the virtual event start date by submitting a written request to customer.service@limra.com. The individual submitting the substitution request is responsible for all financial obligations (any balance due) associated with that substitution.

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Agenda

All times listed are in Eastern Daylight Time (EDT).

Speakers

Jay Adkisson
Partner, Adkisson Pitet LLP
  • Monday, August 2, 2021

    3:30 pm - 4:20 pm: Life Insurance and Annuities in Asset Protection Planning

Jay Adkisson

Partner, Adkisson Pitet LLP

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.

Kelly Finnell, J.D., CLU, AIF®
Founder and President, Executive Financial Services, Inc., (EFS)
  • Tuesday, August 3, 2021

    3:00 pm - 3:50 pm: ESOPs in Estate and Business Planning

Kelly Finnell, J.D., CLU, AIF®

Founder and President, Executive Financial Services, Inc., (EFS)

Kelly Finnell is the founder and president of Executive Financial Services, Inc. (EFS), an ESOP consulting firm based in Memphis, Tennessee. EFS has one of the most active ESOP consulting practices in the country having executed ESOP transactions in 29 cities located in 15 different states. Kelly has lectured extensively on ESOPs and is the author of a book entitled The ESOP Coach: Using ESOPs in Ownership Succession Planning. He also has published numerous articles on the subject and is the author or co-author of articles appearing in September 2014, August 2017, and July 2018 editions of Estate Planning.

Debra Jasper, Ph.D.
Founder and CEO, Mindset Digital
  • Tuesday, August 3, 2021

    4:00 pm - 4:50 pm: Small Screen, Big Impact: Put the Power in Your Next Virtual Presentation

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 Australia to Dubai.

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.

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. 
Armstrong Robinson
Chief Advocacy Officer, Finseca
  • Monday, August 2, 2021

    11:45 am - 12:35 pm:

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.

Nicholas P. Sargen, Ph.D.
Economic Consultant, Fort Washington Investment Advisors Inc.
  • Tuesday, August 3, 2021

    12:00 pm - 12:50 pm:

Nicholas P. Sargen, Ph.D.

Economic Consultant, Fort Washington Investment Advisors Inc.

Nick is an international economist turned global money manager.  He has been involved in international financial markets since the early 1970s when he began his career at the U.S. Treasury and the Federal Reserve Bank of San Francisco.  He subsequently worked on Wall Street for 25 years.  In 2003 he became Chief Investment Officer for the Western & Southern Financial Group and its affiliate, Fort Washington Investment Advisors Inc. Nick subsequently served as Chief Economist from 2014 until 2019.  He currently is an economic consultant to Fort Washington.

Sargen has written extensively on international financial markets. He has authored three books: Global Shocks, Investing in the Trump Era, and JPMorgan’s Fall and Revival. Sargen is also a regular contributor to THEHILL and forbes.com. He appeared frequently on business television programs throughout his career on Wall Street and was a regular panelist on Louis Rukeyser’s Wall Street Week

Martin M. Shenkman, CPA, MBA, PFS, AEP, J.D.
Attorney, Martin M. Shenkman, PC
  • Tuesday, August 3, 2021

    11:00 am - 11:50 am: How to Sell More Insurance in 2021: Practical Tips Based on Technical Estate Planning Strategies

Martin M. Shenkman, CPA, MBA, PFS, AEP, J.D.

Attorney, Martin M. Shenkman, PC

Martin Shenkman is an attorney in private practice in Fort Lee, New Jersey and New York City, New York with Shenkman Law. He specializes in estate and tax planning, planning for closely held businesses, and estate administration. Shenkman is the author of 43 books and more than 1,275 articles. He is an Editorial Board Member of Trusts & Estates Magazine, and has previously served on the editorial board of many other tax, estate, and real estate publications. Shenkman is the recipient of numerous awards, and is a frequent source for national publications and media, with guest expert appearances on major financial shows.

Contact us to learn more:

Joan O'Neil

Senior Conference Coordinator

LIMRA

(860) 285-7741

joneil@limra.com