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Gold Level 3

Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR’s powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, Preneed life insurance, reinsurance, and investment solutions, Global Atlantic helps people achieve their financial goals with confidence. Visit us at: https://www.globalatlantic.com/

Silver Level 1

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.

Silver Level 2

New York Life, the nation’s largest mutual life insurance company and one of the largest life insurers in the world, provides insurance, investment, and retirement solutions that help people at all stages of life achieve financial security. The company’s diverse and industry-leading agents maintain caring relationships with clients and deliver guidance throughout their lives. For policy owners, New York Life means peace of mind and promises kept. Visit us at: https://www.newyorklife.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/

Securian Financial offers insurance and retirement solutions through its insurance company subsidiaries to give families the confidence to focus on what’s truly valuable – banking memories with those who matter most. Visit us at: www.securian.com

Silver Level 3

Corebridge Financial is one of the largest and most established providers of retirement solutions and insurance products in the United States, with a long and proven track record of serving our clients. A diversified portfolio of products and services across our four core businesses — Individual Retirement, Retirement Services, Life Insurance and Institutional Markets — enables us to help drive positive outcomes for those we serve, maximize growth opportunities and manage risk. We proudly partner with financial professionals and institutions to make it possible for more people to take action in their financial lives for today and tomorrow. For more information, visit https://www.corebridgefinancial.com/who-we-are.

At Delaware Life Insurance Company (Delaware Life), we believe annuities can be a core part of any financial strategy. Our product suite provides growth, protection, and income for investors who are looking to save for retirement or plan for a legacy-and the flexibility to make changes along the way.

To us, pure value is part of everything we do. This includes developing competitive products; delivering a seamless, efficient experience; and serving as an honest, reliable financial institution. We want you to feel that it's easy to do business with Delaware Life, and we work every day to continually improve your experience with us. Visit us at www.delawarelife.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/

Pacific Life provides a variety of products and services designed to help individuals and businesses in the retail, institutional, workforce benefits, and reinsurance markets achieve financial security. Supporting our policyholders for nearly 160 years, Pacific Life is a Fortune 500 company headquartered in Newport Beach, California. For additional information, visit www.PacificLife.com.

Sponsors

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 helpful tax guide). Additionally, the AMRC contains two smaller resource centers focused on Business Succession Planning and Retirement Planning. Learn more at PGI Partners, Inc

Exhibitors

VanillaSoft is an omni-channel sales engagement platform for high-performing teams, connecting them with over 15 million new prospects every month. Used in combination with existing CRM systems or standalone, the platform empowers teams to generate and engage with more qualified leads across multiple channels at the right point in time. VanillaSoft’s intellective routing engine improves cadence automation and revenue actions for higher productivity and performance. Learn more at vanillasoft.com.

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