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Gold Level I

KKR is a leading global investment firm. We aim to deliver strong returns and shared success to those we serve and the world at large. Learn more at KKR: A Leading Global Investment Firm.

To be confident in your financial future, you need to trust the strength and commitment of the companies you choose to work with. For more than 140 years, the Securian Financial family of companies has been developing innovative insurance and retirement solutions to meet the evolving needs of individuals, families and businesses. 

Offered through partnerships with employers, financial professionals and affinity groups, our products help bring peace of mind to more than 22 million customers throughout the United States and Canada. We are trusted by our partners and customers to fulfill our purpose of helping to build their secure tomorrows.

Visit us at: www.securian.com

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.

Silver Level I

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.

Silver Level II

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.

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/

Silver Level III

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.

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

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

Exhibitors

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/

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