Agenda

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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: Post-Election Planning: What Producers Should Be Recommending To Their Upscale and Business Owner Clients Vincent M. D'Addona, MSFS, CLU, ChFC, RICP, CEXP, AEP (Distinguished) Jim Manger, Guardian Life Insurance Company Presented by:
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 Watch Larry's session preview
1:15 p.m. - 3:00 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, Managing Partner, Broker Clearing Houses, Ltd. Founder, Feedback Marketing Group
11:00 a.m - 11:30 a.m. CT	Collaboration Partner Session: Generate More Executive Bonus Opportunities with Lincoln Rewards Plus Jordan Walker, Lincoln Financial Group Presented by:
11:30 a.m. - 12:00 p.m. CT	Collaboration Partner Session: Addressing the "Triple A" in Wealth Transfer and Preservation Carly Brooks, CFP, John Hancock Todd Healy Presented by:
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 Watch Jamie's session preview Evaluating IUL for the AUM Advisor Ben Rainey, Wealthpoint Watch Ben's session preview How to Lower Your Tax Bracket in Retirement Jim Farmer, CLU, ChFC, LUTCF, FSG Watch Jim's session preview Affordable Marketing Concepts in Middle America to the Millionaire Next Door Brian Byars, Advance Retirement Planning, LLC
1:30 p.m. - 3:00 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 Rick Caldron, MAS Advisors, LLC
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	2021 Fast & Furious: What's Your Sales Idea?
	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 7702 Update: New Opportunities and New Products Larry Rybka, JD, CFP
2:45 p.m. - 3:00 p.m. CT	Short Break
3:00 p.m. - 3:15 p.m. CT	Fast & Furious Voting, Winner Selection & Closing Remarks

Schedule is subject to change.