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Gold Company Sponsor

Guardian has been helping people protect their futures and secure their lives for 160 years. Every day, we serve approximately 29 million people through a range of insurance and financial products. As one of the largest mutual insurance companies, we know what matters most: putting the needs of our customers first. Because everyone deserves a Guardian. Learn more about Guardian at guardianlife.com.

Silver Company Sponsors

Ameritas offers insurance, financial services and employee benefits, but we deliver so much more. The comfort of a human voice when you need it most, the thrill of your child being able to see clearly for the first time with a new pair of glasses, the joy of living your dream retirement, the excitement of opening the doors to your business, knowing you and your employees are covered. Ultimately, we deliver the products and services that help you plan well and enjoy life. We call it fulfilling life. Ameritas develops financial strategies and products for more than 4 million customers. It’s our mission to help you plan your independence and reduce uncertainty in your future. The way we do business ensures we’ll be here when you need us. You can count on us to keep our promises. Securities offered through affiliate Ameritas Investment Company LLC., member FINRA/SIPC and investment advisory services offered through the business name of Ameritas Advisory Services. For more information, visit Ameritas.com

Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. Learn more at: www.LincolnFinancial.com.

MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. Founded in 1851, the company has been continually guided by one consistent purpose: we help people secure their future and protect the ones they love. With a focus on delivering long-term value, MassMutual offers a wide range of protection, accumulation, wealth management and retirement products and services. For more information, visit www.massmutual.com.

Northwestern Mutual has been helping people and businesses achieve financial security for more than 160 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. With $290.3 billion in total assets, $29.9 billion in revenues, and $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages more than $161 billion of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual ranks 102 on the 2020 FORTUNE 500 and is recognized by FORTUNE® as one of the “World’s Most Admired” life insurance companies in 2020. Northwestern Mutual also received the highest score among individual life insurance providers in the J.D. Power 2019 U.S. Life Insurance Satisfaction Study. Visit us at: https://www.northwesternmuutal.com/home/

Penn Mutual is committed to helping people live life with confidence. As a Fortune 1000 life insurance company with consistently high independent ratings, Penn Mutual strives to move both the company and the industry forward. Our focus on innovation, demonstrated by our award-winning Accelerated Client Experience (ACE) technology, is a testament to our investment in providing comprehensive adviser support, tools and resources to drive growth. Visit Penn Mutual at www.pennmutual.com

At State Farm, our identity has always been that of an insurance company being “there” for you when the unexpected happens and things go wrong. And while we are absolutely that, we are also much more. With more than 18,000 agents and 80,000 employees and associates who are uniquely qualified to help, State Farm is a company fueled by the power of good neighbors. And being a good neighbor requires so much more than simply being “there” when life goes wrong. Being a good neighbor is also about being “here” in all of life’s moments: Creating possibilities, working to understand and providing solutions for your life, not just your stuff. We’ll always be there when things go wrong. But we’re also here to help with all of the things that can go right in life — from funding a college education, to buying a home, to building your retirement, to strengthening your community. Life is about more than insurance. So are we. We are here to listen. Here to act. Here to help life go right. For more information, visit www.statefarm.com.

Sponsors

Ashar Group is an independent 3rd party resource that supports financial professionals and fiduciaries. We appraise life insurance assets for fair market value (FMV) and provide a formal, marketbased valuation that provides an essential FMV data point for planning decisions and risk mitigation. If the life settlement option is chosen as the planning solution, Ashar is a nationally licensed Life Settlement Brokerage with fiduciary responsibility to the client to create a competitive bidding environment and negotiate the best offer possible. Our national accounts include major life insurance carriers, broker dealers, BGAs, IMOs, national banks, and trust companies. We are a resource for more than 30,000 planners, attorneys, trust officers, and CPAs nationwide for risk management and insurance planning; philanthropic planning; retirement planning; and estate, gift, and wealth transfer planning. Visit us at www.ashargroup.com

Pacific Western Bank’s Premium Finance Group has significant expertise and the capital resources needed to respond to diverse financing situations. We offer floating and fixed-rate credit facilities for estate planning and middle-market companies. Our typical insurance asset-based loan is between $500,000 and $50 million. Pacific Western Bank is a commercial bank with over $32 billion in assets headquartered in Los Angeles, California, with an executive office in Denver, Colorado. The Bank has 70 full-service branches located in California, with one branch located in Durham, North Carolina, and one branch located in Denver, Colorado. We offer national lending products including asset-based, equipment, and real estate loans and treasury management services to established middle-market businesses. To learn more about Pacific Western Bank, visit www.pacwest.com.

Pentera Group, Inc. is pleased to offer the Advanced Markets Resource Center (AMRC)—an intuitive, user-friendly suite of tools that home offices can provide to distribution channels and producers. This suite provides everything necessary to prepare cases, answer questions, solve problems, motivate prospects and clients, and make sales. The AMRC includes industry favorites such as a comprehensive reference source (Advanced Markets Online), learning modules (Business Insurance Online, Retirement Planning at Any Age, Estate Planning for Small Business Owners, Intro to Estate Planning and Charitable Giving), calculators (AMO Calculators), and collateral sales support (AMO Salesmaker, ePocket Tax Tables, AMO One-Pagers, the Annuity Playbook, the Personal Markets Playbook, AMO Case Studies, AMO Documents, AMO Conversation Starters). Material covers the areas of estate planning, business insurance, retirement planning, and charitable giving, with a special mini-suite of materials on Business Succession Planning. For over 45 years, Pentera’s skilled, in-house staff of attorneys, writers, graphic designers, and user interface technicians has leveraged its content creation and technology expertise to develop custom content and tools designed to present, position, and brand proprietary products and concepts for home office distribution channels. Visit us at www.pgiresources.com for examples and additional information.