2022 Advanced Sales Forum - Sponsors & Exhibitors

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/

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.

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/

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

Jackson® is committed to helping clarify the complexity of retirement planning through our range of annuity products, financial know-how, history of award-winning service and streamlined experiences. We believe by providing clarity for all today, we can help drive better outcomes for tomorrow. Learn more at www.jackson.com.

MassMutual, founded in 1851, offers Group Whole Life, Universal Life, Accident and Critical Illness. Mutually run for the benefit of its members and participating policyowners. We believe a financially confident workforce starts with a strong benefits package ― one that’s smarter, easier, and built together. Our voluntary benefits cover a range of employee needs, from the lifetime protection of our whole life products to more short-term voluntary benefits such as our accident, critical illness and disability insurance. At the same time, we serve our employer clients by offering these solutions coupled with a comprehensive level of enrollment and administrative support. Discover how MassMutual can help you work with organizations to empower their employees. Visit us at: 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.

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

State Farm — We are people who make it our business to be like a good neighbor; by selling and keeping promises through our marketing partnership of over 19,000 agents and 58,000 employees; who bring diverse talents and experiences to our work of serving the State Farm customer. Our success is built on a foundation of shared values — quality service and relationships, mutual trust, integrity and financial strength. We strive to be the customer's first and best choice in the products and services we provide. Like a good neighbor, State Farm is there.^®

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.