Agenda


This page will be continually updated. Please check back for the latest details.
Additional networking details coming soon! 


10:00 a.m. - 10:15 a.m. CT Welcome
10:15 a.m. - 11:15 a.m. CT

General Session:
AG 49-A & The Future of Indexed Crediting

Bobby Samuelson

11:15 a.m. - 11:45 a.m. CT

Collaboration Partner Session

11:45 a.m. - 12:15 p.m. CT Lunch Break
12:15 p.m. - 1:15 p.m. CT

Breakout Sessions:
Don't Get Left Behind: Sales & Marketing in a Virtual Environment
Dave Alison, CFP, EA, Alison Wealth Management

The Family Meeting
Jim Silbernagel, LUTCF, CFP, CEPS, The Silbernagel Group, Inc.

Now What - It is 2021 and Last Year was One Hell of a Year
Michael Amoia, J.D., LL.M, CLU, ChFC, Crump Life Insurance Services

New Normal
Larry Rybka, JD, CFP, ValMark Financial Group

1:15 p.m. - 2:30 p.m. CT Networking in Virtual Industry Partner Showcase

10:00 a.m. - 10:15 a.m. CT Morning Remarks
10:15 a.m. - 11:00 a.m. CT

General Session:
A Professional Approach to Earning Referrals
Dan Allison

11:00 a.m. - 12:00 p.m. CT Collaboration Partner Sessions
12:00 p.m. - 12:30 p.m. CT

Lunch Break

12:30 p.m. - 1:30 p.m. CT

Breakout Sessions:
Forum MAX Best of the Best: Utilizing Technology to Drive Sales
Jamie Farmer, CLU, ChFC, FSG

Evaluating IUL for the AUM Advisor
Ben Rainey, Wealthpoint

A Deep Dive on How to Lower Your Retirement Income
Jim Farmer, CLU, ChFC, LUTCF, FSG

Affordable Marketing Concepts in Middle America
Brian Byars, Advance Retirement Planning, LLC

1:30 p.m. - 2:30 p.m. CT Networking in Virtual Industry Partner Showcase

10:00 a.m. - 10:15 a.m. CT

Morning Remarks

10:15 a.m. - 11:15 a.m. CT

General Session:
How to Turbo Charge an In-Force Policy and Sell New Insurance at the Same Time
Robert Stuchiner, CLU, ChFC, Synergy Life Brokerage

11:15 a.m. - 12:15 p.m. CT Networking in Virtual Industry Partner Showcase
12:15 p.m. - 12:45 p.m. CT Lunch Break
12:45 p.m. - 1:30 p.m. CT Fast & Furious Session
 

Judges Identify Winners in Breakout Room

1:45 p.m. - 2:45 p.m. CT

Un-Meeting Topics:
Available to members only.

Getting Clients to Take Action on Policies that Have Run Off Track
Ken Samuelson Jr., CLU, ChFC

Financial Disruption and Presidential Election Changing Tax Policy/Economics
Michael Amoia, J.D., LL.M, CLU, ChFC

Best Practices and Technology for Remote Client Meetings, E-Signatures, and Completing Business Remotely
Jamie Farmer, CLU, ChFC

Fee-Based Life Insurance: Fact vs. Myth
Larry Rybka, JD, CFP

2:45 p.m. - 3:00 p.m. CT Fast & Furious Voting and Winner Selection & Closing Remarks

 
 
 
 
 
 
 

Schedule is subject to change.