2023 Advanced Sales Forum - Sponsors and Exhibitors

Guardian makes a difference in the lives of people when they need us most. With 165 years of stability and fiscal integrity, we are a trusted resource to generations of families and business owners, inspiring well-being and helping build financial confidence. Today, we stand behind millions of consumers, helping them prepare and plan for a bright future for themselves and their families. We help business owners care for their employees. And we help people recover and thrive in times of unexpected loss.

As a modern mutual insurance company, we believe in driving value beyond dividends.¹ We invest in our colleagues, are building an inclusive and innovative culture, and are helping to uplift communities through thoughtful corporate impact programs.

Guardian, which is based in New York City, is a leading provider of life, disability, dental, and other benefits, and has received accolades for its culture and service.

¹Dividends are not guaranteed. They are declared annually by Guardian’s Board of Directors

Guardian® is a registered trademark of The Guardian Life Insurance Company of America.

Founded in 1887, 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; dental, vision and hearing care insurance; and retirement plans. We’re here to help people plan well and enjoy life for generations to come. That’s what we call fulfilling life. For more information, visit: ameritas.com.

Equitable is one of America’s leading financial services companies. Founded originally in 1859, the company’s mission is to help clients secure their financial well-being with advice, protection and retirement strategies for individuals, families and small businesses. Visit us at: www.equitable.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 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.

Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive 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 nearly $700 billion of total assets[i] being managed across the company’s institutional portfolio as well as retail investment client portfolios, more than $38 billion in revenues, nearly $2.4 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 110 on the 2024 FORTUNE® 500 and was recognized by FORTUNE as one of the "World's Most Admired" life insurance companies in 2025. Visit us at: https://www.northwesternmutual.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 and annuities, and offers a variety of investment products and services to individuals, businesses, and pension plans. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative products and services that provide value and financial security for current and future generations. For the seventh consecutive year, Pacific Life was named one of the 2024 World’s Most Ethical Companies^® by the Ethisphere Institute. For additional company information, including current financial strength ratings, visit www.PacificLife.com.

Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company.

For more than 175 years, Penn Mutual has expertly crafted life insurance considered vital to people’s long-term financial health and ability to enjoy life 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 subsidiaries 1847Financial, and Hornor, Townsend & Kent, LLC, member FINRA/SIPC. Visit Penn Mutual at www.pennmutual.com

The companies of Sammons Financial Group^® help families and businesses by empowering futures and changing lives. Sammons Financial Group is employee owned with member companies that are among the most enduring and stable in the financial services industry. Our companies include Midland National^® Life Insurance Company (including Sammons^® Corporate Markets); North American Company for Life and Health Insurance^®; Sammons Institutional Group® (including Midland Retirement Distributors® and  Sammons Retirement Solutions^®) and Beacon Capital Management, Inc. Committed to our communities, Sammons Financial Group is Midwest-based, with offices in Iowa, Illinois, North Dakota, Ohio, and South Dakota. Visit us at: https://www.sammonsfinancialgroup.com/

Ashar Group is a nationally licensed life settlement firm that protects the best interests of policy owners by creating a competitive policy auction to deliver the best value to the seller. Ashar Group does not sell life insurance, management assets, or purchase policies. We are an independent resource for fiduciary advisors and their clients specializing in life insurance valuation for planning purposes. Home - Ashar Group

Vymo is a leading multi-channel distribution management platform powered by AI for the global insurance industry, delivering data-driven insights and transforming the way businesses operate. Meticulously crafted for insurers, MGAs, FMOs, IMOs, and insurance distributors who have outgrown traditional legacy sales tools and require greater automation for managing producers and optimizing sales processes. Vymo's platform features a suite of modular applications – including OnboardIQ and EngageIQ, and is engineered to deliver a superior producer experience through critical steps in the sales process; such as onboarding, compliance, activity tracking, and sales enablement. Vymo has raised over $45M in funding from Sequoia Capital, Emergence Capital, and Bertelsmann India Investments and is also a winner of Celent, CB Insights, and Microsoft's "AI for All" awards. Visit us at: https://vymo.com

Wintrust Life Finance (WLF) is the industry leader in providing customized financing solutions to qualified borrowers seeking to finance their life insurance premiums. WLF is the largest and longest tenured traditional life insurance premium finance lender in North America. WLF is backed by Chicago-based Wintrust Financial Corporation (NASDAQ: WTFC), a more than $50 billion bank holding company that provides a wide variety of financial services for both personal and commercial banking needs. Visit us at: https://www.wintrustlife.com/

FP Alpha is an AI-driven comprehensive financial planning solution that enables advisors to provide actionable and personalized recommendations to clients in a scalable, intelligent, and cost-efficient manner across 17 disciplines including tax, estate and insurance. It integrates seamlessly into the many stages of the financial planning process. AI driven technology, like FP Alpha, enables financial advisors to save hours of time through the automation of “reading” clients’ financial documents such as tax returns and wills and then identifying actionable insights from those documents. Tools within the software, including the Tax Snapshot and the Roth Conversion Simulator, provide advisors with dynamic client engagement report allowing them to deepen existing client relationships while also helping to establish and develop new ones, all while quantifying the value of their advice. Visit us at: https://fpalpha.com

Hoopis Performance Network provides digital learning solutions designed to develop the knowledge and skills of financial advisors, firm leaders, and employees/staff at all levels. HPN’s scalable, customizable solutions equip financial organizations with value-added resources to increase productivity and retention of advisors and their teams. Connect with us to learn why over 100,000 financial professionals leverage HPN for their needs in sale effectiveness, practice management, marketing, advanced planning, staff development and more! https://hoopis.com/

For over 45 years, PGI Partners, Inc. (formerly Pentera Group) has been a trusted partner for those working in the advanced markets. Our dedicated team of life insurance and financial services specialists (attorneys, writers, designers, and technology experts) has leveraged our depth of knowledge and experience to provide critical, targeted support, every step of the way. We encourage you to explore our Advanced Markets Resource Center (AMRC)—a user-friendly suite of tools designed to educate and equip producers, motivate clients, increase sales, and strengthen your brand. This thoughtful blend of vetted, field tested, peer-reviewed tools includes a comprehensive reference source, five learning modules, a set of calculators, sample documents, and collateral sales support (flexible presentations, one-pagers, case studies, “conversation starter” videos, and a useful tax guide). Additionally, the AMRC contains two smaller resource centers focused on Business Succession Planning and Retirement Planning. Visit www.pgiresources.com today to learn more. Powered by TCPDF (www.tcpdf.org)