2023 Advanced Sales Forum - Sponsors and Exhibitors

Guardian makes a difference when people need us most. A leading provider of insurance and financial products and services, we are guided by our purpose to inspiring well-being^TM across mind, body, and wallet. We are a trusted resource to millions, helping them prepare and plan for the future and recover in times of loss, and we drive value beyond the dividend through investments in our people and communities. Behind every bright future is a Guardian^TM. Learn more at guardianlife.com.

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

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

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 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 more than $560 billion in combined company and client assets, $34 billion in revenues, and $2.1 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to nearly five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 97 on the 2022 FORTUNE 500 and was recognized by FORTUNE^® as one of the “World’s Most Admired” life insurance companies in 2022. 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. Pacific Life was named one of the 2023 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 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

The companies of Sammons® Financial Group, Inc. help families and businesses protect their future to enjoy life’s moments today. A subsidiary of Sammons Enterprises, Inc., Sammons Financial Group is privately 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. Visit us at: https://www.sammonsfinancialgroup.com/

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

Vymo is a Sales Engagement Platform for Financial Services trusted by over 250,000 salespeople across 65+ global enterprises such as Berkshire Hathaway, CAA Insurance, AIA, AXA, Sunlife, and BNP Paribas. The platform solves for frontline personnel, sales managers, and business leaders through mobility, 5insights, and industry playbooks. Visit us at: https://getvymo.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 advanced planning digital learning solutions designed to increase financial advisors’ confidence and productivity in advanced markets. HPN’s solutions save advanced planning departments valuable time and energy while expanding their span of control with field advisors in the most cost-effective, time efficient manner possible. HPN offers scalable, customizable solutions depending on your organization’s needs. Connect with us to learn why 75+ organizations with 70,000+ financial professionals leverage HPN for advisor development in advanced markets. Visit us at: 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)