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WINDSOR, Conn., July 18, 2011 — Next month, financial services leaders will be heading to San Diego to discuss the critical issues facing the industry at LIMRA’s Advanced Sales Forum on Aug. 8-10, 2011.

“This is the premier event for professionals in this sector of the financial services industry,” said James Kerley, president, LL Global Services. “With questions surrounding the current fiduciary standard of care and the on-going changes to the regulator environment, LIMRA is proud to host this vital forum to help advanced sales professionals fully understand how these developments will impact their business strategies and learn new techniques to better serve their clients.”

The forum offers an opportunity to explore the emerging issues, to compare strategies and to address the recent tax and legislative developments relevant to the advanced markets. It will provide attendees critical insights from industry experts to help build expertise in demanding areas, such as retirement income, wealth transfer planning, charitable gifts, business continuation and executive compensation. The unique event also offers attendees the chance to learn innovative solutions from top performers within the industry, as well as from their colleagues in an open, collaborative forum.

In its 31st year, the Advanced Sales Forum typically draws more than 100 top executives from U.S. life insurance and financial services companies.


LIMRA is a worldwide research, consulting and professional development organization that helps more than 850 insurance and financial services companies in 73 countries increase their marketing and distribution effectiveness. Visit LIMRA at

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