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2023 Advanced Sales Forum

Inspired to Make a Positive Difference

8/7/2023 - 8/9/2023
The Ritz-Carlton Chicago, Chicago, IL


Who Attends

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


Created by advanced sales professionals, the Forum provides advice from industry leaders with unique expertise in this segment of the financial services market. This is the only event of its kind — dedicated to improving the practice of advanced sales. Whether you are striving to do more with less or experiencing the challenges of organizational change, attending the Forum will give you unparalleled insights from peers and actionable ideas from experts.

The 2023 conference theme, Inspired to Make a Positive Difference, was selected by the conference committee to commemorate our late colleague, Stephan Leimberg, who often included this phrase in his communications. Steve, an estate planning attorney, former American College of Financial Services professor, photographer and longtime National Underwriter author — advocated tirelessly for transparency. We celebrate his contribution to the industry.


The Hon. Bradford P. Campbell
Partner, Faegre Drinker Biddle & Reath LLP
  • Tuesday, August 8, 2023

    8:00 am - 9:00 pm: GENERAL SESSION

The Hon. Bradford P. Campbell

Partner, Faegre Drinker Biddle & Reath LLP

Bradford Campbell, partner at Faegre Drinker Biddle & Reath LLP, advises financial service providers and plan sponsors on ERISA Title I issues, including fiduciary conduct and prohibited transactions.  A nationally-recognized figure in employer-sponsored retirement plans, Brad is the former Assistant Secretary of Labor for Employee Benefits and head of the Employee Benefits Security Administration.  As ERISA’s former “top cop” and primary federal regulator, he provides his clients with insight and knowledge across a broad range of ERISA-plan-related issues. He also serves as an expert witness in ERISA litigation. Brad has been listed as one of the 100 Most Influential Persons in Defined Contribution by 401kWire and has been listed as one of the top 15 ERISA attorneys in the country by a poll of the National Association of Plan Advisors.  He has testified before Congress on employee benefits issues 11 times, including testimony before four different Congressional Committees regarding the effects of the Department of Labor’s fiduciary.

Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®
Managing Partner of Wealth Solutions, Carson Wealth Management
  • Wednesday, August 9, 2023

    10:00 am - 11:00 am: GENERAL SESSION

Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®

Managing Partner of Wealth Solutions, Carson Wealth Management

Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®, is the Managing Partner of Wealth Solutions at Carson Wealth and a former professor of Taxation at The American College, where he helped co-create the Retirement Income Certified Professional® (RICP®) education program. Jamie strives to increase the retirement income security of Americans by delivering practical and trusted retirement research and education.

His most recent book, "Rewirement: Rewiring The Way You Think About Retirement," details the behavioral finance issues that hold people back from a more financially secure retirement.

He has been selected by InvestmentNews as one of the top 40 financial service professionals under the age of 40 and was also selected by The American Bar Association as one of the top 40 Young Attorneys in the country. In 2017, Trusts & Estates Journal awarded Professor Hopkins the Distinguished Author Award for his article on the Department of Labor Fiduciary Rule. He holds his LLM in Taxation from Temple University School of Law and his J.D. from Villanova University School of Law.

Debra Jasper, Ph.D.
Founder and CEO, Mindset Digital
  • Monday, August 7, 2023

    10:30 am - 11:30 pm: GENERAL SESSION

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 Ukraine to Dubai.

She serves as a Faculty Fellow at The Ohio State University, where she teaches graduate courses in managing in a hybrid world. 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 S. Keebler, CPA/PFS, MST, AEP (Distinguished)
Partner, Keebler & Associates, LLP
  • Monday, August 7, 2023

    9:00 am - 10:00 pm: GENERAL SESSION

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished)

Partner, Keebler & Associates, LLP

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He 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. Robert frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 250 favorable private letter rulings including several key rulings of “first impression.” 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. Robert has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute and is currently the chair of the 2017 AICPA ENGAGE Conference.
Amy C. O'Hara, J.D., CELA
Partner, Littman Krooks LLP
  • Monday, August 7, 2023

    4:00 pm - 5:00 am: GENERAL SESSION

Amy C. O'Hara, J.D., CELA

Partner, Littman Krooks LLP

Amy C. O’Hara is a partner with the law firm of Li􀆩man Krooks LLP, a firm she has been a part of for almost 20 years. Her greater New York City and Westchester NY practice focuses in the areas of elder law, estate planning and administration, trust administration, guardianships, special needs planning and personal injury settlement consulting. Amy lectures to advocacy and professional organizations and families on the importance of proper planning for families of children with special needs and elder law makers and regularly publishes articles relating to elder law, estate and special needs planning.

Amy is Certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation and is a member of the National Academy of Elder Law Attorneys. Amy is President-Elect of the Board of Directors of the Special Needs Alliance, a national, not-for-profit organization comprised of attorneys who practice law and advocate for people living with special needs and disabilities, the elderly, and their families. She is President of the Board of Directors of Westchester Disabled on the Move, Inc., a not-for-profit organization that aims to improve the quality of life and the rights for all people with disabilities. She is also a member of the National Academy of Elder Law Attorneys, New York State Bar Association (NYSBA), Elder Law and Trusts & Estates Sections of the NYSBA, and Westchester County Bar Association.

Amy received her Juris Doctor degree from University at Buffalo Law School and received her Bachelor of Science degree from Binghamton University. She is married and the mother of two college-aged boys.

William T. Rolack, Sr.
Chief Inclusion and Diversity Officer, Kroll
  • Wednesday, August 9, 2023

    8:30 am - 9:30 am: GENERAL SESSION

William T. Rolack, Sr.

Chief Inclusion and Diversity Officer, Kroll

William Rolack Sr. is Kroll’s Chief Inclusion and Diversity Officer, based in New York. He has over 20 years of experience leading diversity and inclusion strategies, human capital management and mobility management. William works closely with the Kroll leadership team and other stakeholders to develop strategic programs aimed at accelerating inclusion and diversity in the workplace and the commercial impact those programs have on high performing teams that drive economic value, innovation and business integration.

He has also served as Senior Director, Workforce Strategy, Diversity, Inclusion, and Strategic Alliances for Major League Baseball’s (MLB) Office of the Commissioner. He executed specific recruitment strategies for 30 ballclubs, two business groups and the Commissioner’s office.

William has been featured in several publications, which include the Black Enterprise Business Report, WMHT’s New York Now, News 12 Long Island, Newsday, The Network Journal, HRO Today, and Long Island Business News.

William has been named the National Association of African Americans in Human Resource’s Human Resource Trailblazer of the Year for 2021 and he is listed in the Staffing Industry Analysts (SIA) 2021 inaugural list of DE&I influencers.

Wendell Stallings, CFP®, CLU®, ChFC®, RICP®
Sales Director, Advanced Solutions & Design, Ameritas
  • Monday, August 7, 2023

    8:40 am - 9:00 pm: WELCOME MESSAGE AND TRIBUTE

Wendell Stallings, CFP®, CLU®, ChFC®, RICP®

Sales Director, Advanced Solutions & Design, Ameritas

Wendell Stallings helps financial professionals build their knowledge and effectiveness in the advanced markets space through case consultation, in-person and online training, and point-of-sale support. As chief content creator for Ameritas’s popular BOOM School (Business Owner Opportunity Masterclass), he brings a solid understanding of strategies for business owners in the areas of wealth management, retirement income planning, nonqualified benefits, and succession planning.

Wendell began his career in the insurance industry selling life, disability, and long-term care coverage for CIGNA Group Insurance. Since that time, his career has spanned many positions, including arbitration representative, retail advisor, and sales manager. He has spent time at national carriers such as Northwestern Mutual and Lincoln Financial group and at smaller regional IMO firms before moving into the advanced markets arena. Before coming to Ameritas, Wendell supported MetLife’s third-party distribution partners through the company’s Advanced Sales Center and led high-level projects to realign the department after its centralization in Charlotte, North Carolina.



Early Registration Fee (by June 26, 2023):
Member: $1,600
Nonmember: $2,800

Standard Registration Fee (after June 26, 2023):
Member: $1,800
Nonmember: $3,000

LIMRA|LOMA Canadian members — please email for special registration instructions.

Group Registration 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

  • 5–9 — Registrants from the same company will receive a $150 discount per person when using the quantity discount promo code provided.
  • 10+ — Companies may purchase 10 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.

Cancellation Policy

In the event that a scheduled meeting or event is cancelled by LIMRA and LOMA for any reason, LIMRA and LOMA shall refund any conference registration fees that have been paid by the registrant. Under no circumstances, however, shall LIMRA and LOMA be liable to the registrant for any other expenses including, but not limited to, airfare and hotel expenses incurred by the registrant. All cancellations must be received in writing. Email

Attendee Cancellation Policy

All cancellations must be received in writing. Email Cancellations received before July 14, 2023, will be refunded, less a $75 processing fee. Cancellations received from July 14, 2023 to July 28, 2023 will be refunded, less a $375 processing and administrative fee. No refunds will be issued after July 28, 2023.


2023 COVID-19 Health and Safety Protocols

Please check this page regularly for health and safety updates.
Updated: [3/8/2023]

LIMRA and LOMA and LIC are committed to health and safety. We request that all conference and event attendees follow any and all applicable COVID-19 restrictions, rules, and safety requirements at the event that are either required by applicable law, rule or ordinance, or the event location. We thank you in advance for your patience and cooperation during these unprecedented times.

On-Site at the Event

  • Adhere to social distance protocols.
  • Wash hands frequently throughout the meeting.
  • Cover your nose and mouth when coughing or sneezing.
  • Comply with any protocol signage displayed.
  • Self-monitor and report any symptoms to meeting organizers immediately.
  • If you are having symptoms and need to seek medical attention, there will be a list of service options available.
  • If you test POSITIVE for COVID:
    • Notify the meeting organizer and if you choose to remain at the conference, self-quarantine in your room for at least three days, or until you receive a NEGATIVE test result.
    • Once you test NEGATIVE, you may return to the conference. Please wear a mask for the duration of the conference.
    • Report your status to the convening team so the proper contact tracing interview can be conducted.

Post Event

  • Notify event organizer if you test positive for COVID-19 up to 14 days after returning home.

Hotel / Venue

The Ritz-Carlton Chicago

160 E. Pearson St.
Chicago, IL, USA, 60611


Hotel Reservations

1-888-236-2427 (mention the Advanced Sales Forum)
Reservation Link TBD

Make your reservations by July 11, 2023 by following the reservations link, or by calling the reservations phone number and mention the LIMRA Advanced Sales Conference in order to receive the group rate of $329.00 single/double (plus applicable sales taxes). Requests after July 11, 2023 will be accepted on the basis of space availability. The group guest room rate will be offered three days prior and three days after the meeting dates subject to availability and must be booked by calling the hotel.

Please note that hotel rates will go up after the cut-off date or when the meeting room block sells out, whichever comes first. Make your reservations early to be able to take advantage of our discounted rates.

If you receive any unsolicited or suspicious email or phone call about a hotel booking in conjunction with this meeting, our advice is not to click on it, but delete the email immediately. In the case of a phone call, never give out your credit card information. Our designated conference hotels will not call you unless you contact them first.

Become a Sponsor or Exhibitor

Dedicated to improving the practice of advanced sales, this one of a kind event brings together industry leaders with unique expertise in the financial services market.

Join the conversation by securing a sponsorship or exhibiting at the conference.

2023 ASF — Sponsor and Exhibitor Prospectus

Nicole Chiarodo
Sponsor/Exhibitor Sales

The Exhibit Hall will provide sponsors and exhibitors with a powerful forum to engage attendees. Secure your space via the link below.

Sponsors and Exhibitors

Gold Sponsor

Silver Sponsors


Contact us to learn more:

Emma Wandzy

Event Coordinator


(860) 298-3999