Agenda


 

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7:00 a.m. - 2:00 p.m. Plan to arrive at the Grand Hyatt San Antonio hotel
2:00 p.m. - 6:00 p.m. Registration Open
2:30 p.m. - 3:15 p.m. Tax Cuts and Jobs Act Opportunities for Qualified Money
Mary Read
3:15 p.m. - 3:45 p.m. Networking Break in the Collaboration Zone
3:45 p.m. - 4:30 p.m. Advanced: It's One Year After Tax Reform, Now What? 5 1/2 Ideas to Share With Your Clients
Michael Amoia, JD, LLM, CLU, ChFC
4:45 p.m. - 5:45 p.m. First Time Attendee Cocktail Reception
5:30 p.m. - 7:00 p.m. Welcome Party

7:00 a.m. - 4:30 p.m. Registration Open
7:00 a.m. - 8:00 a.m.  Breakfast
8:00 a.m. - 8:10 a.m. Announcements
8:10 a.m. - 9:00 a.m.

Keynote Presentation: Work, Laugh, Repeat
Greg Schwem, Business Humorist, Corporate Emcee, and Syndicated Humor Columnist
Watch Greg's short introduction video

9:00 a.m. - 9:45 a.m. How Not to Blow the $100 Million Case
Dennis Bartos, Bill Beynon
Watch Dennis and Bill's short introduction video
9:45 a.m. - 10:15 a.m. Networking Break in the Collaboration Zone
10:15 a.m. - 11:00 a.m.

Clarify Your Message So Customers Will Listen: How the Power of Story Can Grow Your Business
Tim Arnold
Watch Tim's short introduction video

11:00 a.m. - 11:50 a.m.

NED Talks

Getting to the Heart of the Matter, Curtis Cloke, CLTC, LUTCF, RICP
Watch Curtis' short introduction video
Math Behind Aging and How it Can Grow Your Practice, Brian Byars
The COLI Marketing is Making a Comeback, Chris Baker, Chuck Van Devander

12:00 p.m. - 1:00 p.m. Lunch
1:00 p.m. - 1:25 p.m. The Presentation TrapTM: The Number One Roadblock Keeping You From Growing Your Life Insurance Advisory Business Faster and with Less Effort
Chuck Hollander
Watch Chuck's short introduction video
1:25 p.m. - 1:45 p.m. Never Be Benched Again
Todd Fithian
1:45 p.m. - 3:00 p.m.

NED Talks

Whole Life - Unlocking Higher Income Withdrawal Rates on Other Assets, Dean Harder
Words Matter: Let's Change the Way We Speak to Clients, Prospects and Advisors. Let's Change the Result. , Mark Leyden, CLU
Accountantneze: A Marketing Method for Those Who Are Terrible Prospectors, Robert Cohen, CLU, ChFC, QPA, AIF
Business Opportunities in an Unstable Market, Scott Conley, Jon Whitacre, Dan Danese, CFP, CLU, RICP, Mike Owens, CLU, ChFC, RFC

3:00 p.m. - 3:45 p.m. Networking Break in the Collaboration Zone
3:45 p.m. - 4:30 p.m.

Interactive Deep Dives and Breakout Sessions

Making Millions Using a Little-Known Law That Allows Tax-Free Money for Long-Term Care, Don Quante, CLTC
Goals vs. Desires: Who's Really in Control?, Randy Marshall
You Don't Have to Have a Multi-Millionare to Do Your Next Successful Charitable Case, Dwain Owens, Mike Owens, CLU, ChFC, RFC
How To Avoid The Presentation TrapTM: Overcoming The Presentation Trap With Three Critical Sales Conversations That Correlate to Success, Chuck Hollander

4:30 p.m. - 5:30 p.m. Beers with Peers in the Collaboration Zone
5:30 p.m. - 6:30 p.m.

Un-Meetings & Breakout Session (Un-Meetings are member-only sessions.)

Un-Meeting: Life Settlements - How Agents Are Being Disintermediated and How To Stay Engaged, Jon Mendelsohn
Un-Meeting: Sales Practices on the Fringes, Vince D'Addona, CLU, ChFC, MSFS, AEP, RICP
Un-Meeting: Technology...Unplugged, Brian Sak, CFP, CLU, ChFC
Breakout Session: Amplifying Your Brand in this Force Fed World of Collaboration and Commoditization, Todd Fithian


7:00 a.m. - 4:30 p.m. Registration Open
7:30 a.m. - 8:30 a.m. Breakfast
8:30 a.m. - 8:35 a.m. Announcements
8:35 a.m. - 9:15 a.m.

High-Tech/High-Touch: LinkedIn & Social Selling for Huge Sales and Referrals Success
Kevin Knebl, CMEC

9:15 a.m. - 10:25 a.m.

NED Talks

Best of the Best from Forum MAX: How Do You Do That?, Jim Farmer, CLU, ChFC, LUTCF
How the Changing Economic Environment Impacts Your Business, Dave O'Malley, Eamon Walsh
Out-of-the-Box Thinking: Life Insurance Sales Ideas, James Silbernagel, LUTCF, CFP
Watch Jim's short introduction video
Advancements in Medicine and the Impact on Your Business, Dr. John Greene

10:25 a.m. - 11:00 a.m. Networking Break in the Collaboration Zone
11:00 a.m. - 11:40 a.m. Family Wealth Continuity: The Role of a Trusted Advisor
Otis Baskin
11:40 a.m. - 12:50 p.m.

NED Talks

De-Risking Retirement Using Permanent Life Insurance, Gonzalo Garcia, CLU
Watch Gonzalo's short introduction video
Plan Designs for Today and Tomorrow, Harvey Strait, John Nau, Marshall Nau
Hedging Market Volatility in Retirement Planning, John Wheeler, Jr., CFP, CLU, ChFC, CRPC, LUTCF

12:50 p.m. - 1:00 p.m. Pick-up Lunch (All Attendees)
1:00 p.m. - 2:00 p.m. Lunch and Annual Business Meeting (Members Only)
2:15 p.m. - 3:00 p.m.

Breakout Sessions

Seeking Wealth Preservation Through Planning With Private Placement, Ann Marie Liotta, CPA
Advanced Captive Insurance Strategies for Successful Business Owners, Wesley Sierk
Advisor Succession Planning Panel, Panelists: Angela Kennedy Robinson, CRC; John Gilliam, PhD, MBA, CFP, ChFC, CLU; Jim Kennedy, CRC, CMFC, LUTCF; Tony Ashton, CLU, RFC; Cary Stamp, CFP, CDFA, AIF, CAP, AEP; Daniel Zeplain; Moderator: Anthony Bird
Cutting-Edge Trends in Executive Compensation, Jim Hebets, Jamie Hebets

3:00 p.m. - 3:45 p.m. Networking Break in the Collaboration Zone
3:45 p.m. - 4:30 p.m.

Breakout Sessions

Rudimentary Analytics/Things That Always Worked When I Did, Scotty Brennan
The Super 401(k): Tax Planning Utilizing Pension Aggregated Benefits via IRC 401(h) & PreCola, Jonathan Barrera
Watch Jonathan's short introduction video
How to Multiply Yourself as the Rainmaker of Your Financial Services Practice, Jason Smith, CEP, CLTC
Watch Jason's short introduction video

4:30 p.m. - 5:00 p.m. Forum 400 Awards Presentation & AALU Update
5:00 p.m. - 5:45 p.m. Fast & Furious: What's Your Best Sales Idea?
Judges: Devang Patel, Howard Sharfman; Moderator: Brian Sak, CFP, CLU, ChFC
5:45 p.m. - 7:00 p.m. President's Reception

7:30 a.m. - 8:30 a.m. Breakfast
8:30 a.m. - 8:50 a.m. Fast & Furious Voting
8:50 a.m. - 9:15 a.m. How to Get Paid for Managing Life Insurance Policies Like a Stock or a Bond, Michael O'Donnel
9:20 a.m. - 10:00 a.m. Premium Financing in Two Un-tapped Markets: Life Insurance for Retirement Planning (LIRP) and Premium Financing for the Foreign National Market
Michael S. Seltzer, CLU, ChFC
Watch Michael's short introduction video
10:00 a.m. - 10:30 a.m. Networking Break in the Collaboration Zone
10:30 a.m. - 11:15 a.m. Life Insurance 10X
Larry Rybka, JD, CFP
Watch Larry's short introduction video
11:15 a.m. - 11:45 a.m. Developing Your Practice for Tomorrow
Mark Hug
11:45 a.m. - 12:00 p.m. Closing Remarks

Schedule is subject to change.