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Advanced sales and marketing executives, estate and business planning specialists with carriers, distributors, BGAs and IMOs, CMOs, and sales officers with accountability for serving individual markets. Created by advanced sales professionals, the Forum provides advice from industry leaders with unique expertise in this segment of the financial services market. This is the only event of its kind — dedicated to improving the practice of advanced sales. Whether you are striving to do more with less or experiencing the challenges of organizational change, attending the Forum will give you unparalleled insights from peers and actionable ideas from experts.
Unlock advanced sales strategies and stay ahead in the industry.
Grab opportunities for growth by understanding how installment sales can provide income smoothing, the future of the premium financing space, and many related topics.
Take part in panel discussions and sessions led by top sales professionals to learn about the most recent trends, technologies, and best practices in sales.
Broaden your horizons with the guidance of seasoned industry veterans and come away with best practices, strategies, and techniques to advance your sales efforts.
LIMRA is a worldwide research, consulting, and professional development organization that helps more than 600 insurance and financial services companies in 73 countries increase their marketing and distribution effectiveness.
Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years.
Guardian has been helping people protect their futures and secure their lives for more than 160 years. Every day, we serve approximately 29 million people through a range of insurance and financial products. We help people and their families pursue f
Guardian has been helping people protect their futures and secure their lives for more than 160 years. Every day, we serve approximately 29 million people through a range of insurance and financial products. We help people and their families pursue financial security and well-being in life, health,
Getting stronger all-around takes an all-around strong partner. You dont just become a leader in life insurance overnight. Weve climbed the ranks to where we are today because weve committed ourselves to helping individuals families and businesses ge
Getting stronger all-around takes an all-around strong partner. You dont just become a leader in life insurance overnight. Weve climbed the ranks to where we are today because weve committed ourselves to helping individuals families and businesses get stronger for more than 175 years. As your truste
We help premier advisors appraise negotiate and monetize their clients life insurance and annuity assets. Ashar Group has served as a nationally recognized life settlement brokerage firm for more than a decade. Our business model is solely designed t
We help premier advisors appraise negotiate and monetize their clients life insurance and annuity assets. Ashar Group has served as a nationally recognized life settlement brokerage firm for more than a decade. Our business model is solely designed to support professional planners and fiduciaries as
Wintrust Life Finance a subsidiary of Wintrust Financial Corporation together with its banking affiliates is the largest traditional life insurance premium finance lender in North America. With more than 5.9 billion in outstanding life insurance prem
Wintrust Life Finance a subsidiary of Wintrust Financial Corporation together with its banking affiliates is the largest traditional life insurance premium finance lender in North America. With more than 5.9 billion in outstanding life insurance premium finance loans originated by Wintrust Life and
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