Skip to content

Gold Company Sponsors

Equitable, a subsidiary of Equitable Holdings (NYSE: EQH), has been one of America’s leading financial services providers since 1859. With the mission to help clients secure their financial well-being, the company provides advice, protection and retirement strategies to individuals, families and small businesses. Equitable has more than 8,000 employees and Equitable Advisors financial professionals and serves 2.8 million clients across the country. Please visit equitable.com for more information. Visit us at: https://equitable.com/

Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being — mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com.

Guardian® is a registered trademark of The Guardian Life Insurance Company of America.
© Copyright 2022 The Guardian Life Insurance Company of America, New York, NY

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 $308.8 billion in total assets, $31.1 billion in revenues, and $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages more than $200 billions of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual ranks 90 on the 2021 FORTUNE 500 and is recognized by FORTUNE® as one of the “World’s Most Admired” life insurance companies in 2021. Visit us at: https://www.northwesternmutual.com/

Silver Company Sponsors

Ameritas offers insurance, financial services and employee benefits, but we deliver so much more. We help people live a fulfilling life with the products and services we offer, the way we support communities and the commitments we keep. Our strength, innovative mindset and competitive spirit mean we’ll be here to help people plan well and enjoy life for generations to come. Ameritas is a marketing name for Ameritas Mutual Holding Company and its affiliated subsidiary companies, including Ameritas Life Insurance Corp. and Ameritas Life Insurance Corp. of New York. Ameritas offers a wide range of insurance and financial products and services to individuals, families and businesses. These products and services include life insurance; annuities; individual disability income insurance; group dental, vision and hearing care insurance; and retirement plans. For more information, visit Ameritas.com

Jackson® (NYSE: JXN) is committed to helping clarify the complexity of retirement planning — for financial professionals and their clients. Through our range of annuity products, financial know-how, exceptional service and streamlined experiences, we strive to reduce the confusion that complicates retirement planning. We take a balanced, long-term approach to responsibly serving all of our stakeholders, including customers, shareholders, distribution partners, employees, regulators and community partners. We believe by providing clarity for all today, we can help drive better outcomes for tomorrow. For more information, visit www.jackson.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.

For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. For additional information, visit www.PacificLife.com.

For more than 175 years, Penn Mutual has been helping people get stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people’s ability to enjoy every day. Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses. Penn Mutual supports its financial professionals with retirement and investment services through its wholly-owned subsidiary Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com

For 100 years, the mission of State Farm has been and continues to be to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. State Farm and its affiliates are the largest providers of auto and home insurance in the United States. Its more than 19,400 agents and approximately 53,400 employees serve over 87 million policies and accounts — which includes auto, fire, life, health, commercial policies and financial services accounts. Commercial auto insurance, along with coverage for renters, business owners, boats and motorcycles, is available. State Farm Mutual Automobile Insurance Company is the parent of the State Farm family of companies. State Farm is ranked No. 39 on the 2021 Fortune 500 list of largest companies. For more information, please visit http://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

Wintrust Life Finance (Wintrust Life) is the largest traditional life insurance premium finance lender in North America. During our more than 20 years leading the industry, we’ve supported a wide variety of estate and business planning structures while helping their clients leverage their assets. Visit us at: https://www.wintrustlife.com/

Exhibitors

FP Alpha is an AI-driven, holistic financial planning solution that reads wills, trusts, tax returns and insurance policies to instantly summarize key data, identify actionable planning insights, and quantify the value of the advice across 16 disciplines, all while remaining completely complementary to current retirement planning software. Visit us at: fpalpha.com

Pacific Western Bank is a commercial bank with over $40 billion in assets headquartered in Los Angeles, California, with an executive office in Denver, Colorado. The Bank has 69 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.