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:
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 Magner, 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
Cathy Neifeld, JD, Lincoln Financial Group

Presented by:

11:30 a.m. - 12:00 p.m. CT

Collaboration Partner Session:
From Planning Paralysis to Taking Action
Carly Brooks, JD, CFP, John Hancock
Todd Healy, MSW, CLU, ChFC, AEP, CAP

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
Bobby Samuelson

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.