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
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.