2025 Advanced Sales Forum - Sponsors and Exhibitors

Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S. and Bermuda. 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. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit www.globalatlantic.com.

Guardian makes a difference in the lives of people when they need us most. With more than 165 years of fiscal integrity, we are a trusted resource to millions of consumers, helping them prepare and plan for the future and recover in times of loss.   

We believe in inspiring well-being across mind, body and wallet®, and in driving value beyond dividends.¹ We invest in our colleagues and are building an inclusive and innovative culture. We help to uplift communities through thoughtful corporate impact programs

Guardian is a leading provider of life, disability, dental, and other benefits.  

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 1845, New York Life is the largest mutual life insurance company in the U.S. and one of the largest life insurance companies in the world. We offer life insurance, retirement income, investments, long-term care, and disability insurance through a nationwide network of 12,000 agents and advisors. The company also serves institutional clients, is a leading direct-to-consumer life insurer, and manages one of the world’s largest investment firms. Embracing technology and artificial intelligence, New York Life continues to enhance how it delivers guidance and protection to individuals, families and businesses across the country. 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

Corebridge Financial makes it possible for more people to take action in their financial lives. With more than $380 billion in assets under management and administration as of September 30, 2025, Corebridge Financial is one of the largest providers of retirement solutions and insurance products in the United States. We proudly partner with financial professionals and institutions to help individuals plan, save for and achieve secure financial futures. For more information, visit https://www.corebridgefinancial.com/who-we-are.

Founded in 2013, Delaware Life Insurance Company is a member of Group 1001, a collective that empowers companies and their people to create positive growth.

One of many distinguishing characteristics of our Firm is the expertise of our people and the meaningful relationships we build with our firms, advisors and their clients. We understand the importance of trust before making a purchase, so we go the extra mile to earn that trust. 

Our client's needs and goals take top priority, many say it fewer deliver on it, and we strive to provide a personalized experience that exceeds expectations. By understanding unique business nuances of firms and advisors, we can strengthen the relationship between the financial advisor and the client, allowing us to tailor our services to meet their specific requirements.

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 being managed across the company’s institutional portfolio as well as retail investment client portfolios, more than $38 billion in revenues, and $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.

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

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. 

Hoopis Performance Network (HPN) helps financial services firms turn strategy into execution. Our cutting-edge learning platform and leadership development experiences empower distribution teams to recruit faster, develop stronger, and perform better in today’s rapidly changing market. Built by industry leaders for industry leaders, HPN equips your organization to drive advisor productivity, scale leadership excellence, and deliver growth with agility. Stop by to discover how top firms are transforming performance with HPN. https://hoopis.com/

RISR is planning software for advisors to provide better advice to business owners around their largest and most significant asset (the business) across key areas: - Business valuation - Wealth planning - Risk management - Succession & Exit planning The RISR platform seamlessly pulls in business data, analyzes it, and surfaces relevant insights in a dashboard and downloadable business insights report - designed to drive deeper relationships between advisors and their business owner clients by informing better planning discussions. Learn more at https://www.risr.com/

Vanillasoft is an all-in-one sales engagement platform that helps teams connect with more leads, faster. By combining priority lead routing, automated cadence management, and easy appointment setting, Vanillasoft’s compliant outreach across phone, email, and SMS gives sales and fundraising teams everything they need to engage the right contact at the right time. Used alongside your existing CRM or as a stand-alone solution, Vanillasoft accelerates productivity, increases follow-up speed, and drives better outcomes across every stage of the sales cycle. Learn more at vanillasoft.com.