Breakout Sessions to Look Out For:

• Michael Amoia - Can higher interest rates be good for Estate Planning
• Andrew Gordon & Chelsea Brochu - Planning for Modern Blended Families
• Jay Judas - Exploring Three Top Trends in PPLI & PPVA
• Kristin Williams & Anthony Greene - Deeper Privately Held Business Planning: The Holistic Business Transition Plan
• Robert Stuchiner & David Simon - Charities and Life Insurance: The Transformative Opportunity
• Eileen Shovlin, Karen Hofmann & Carly Brooks - Empowering the HNW Female Investor: A Focus on HER Estate Planning
• Finseca Product Review Series: Independent experts will walk you through current product offerings in each major category describing key features, particular use cases, and questions to ask in finding the right solution for your client:
     ✔️ Whole Life: Bobby Samuelson
     ✔️ Indexed Universal Life: Ralph Dittrich 
     ✔️ Variable Universal Life: speakers being confirmed
• Steve Cain, Shawn Britt, & Melissa Bova - Long Term Care—How State Legislative Discussions Can Lead to Increased Sales
• The Evolving Landscape of Life Underwriting – Charles Gray is bringing a panel together of several underwriters from different carriers all with a sense of humor to buttress their expertise
• Bobby Samuelson - The Next Generation of Product
• Jim Hebets & Jamie Hebets - Loan Regime Split Dollar for “Tax Exempt” Health Care Organizations
• Morgan Scott, Hudson Williams & Todd Steinberg - Intergenerational Split-Dollar Arrangements in Practice
• Wade Pfau, Brian Sak & Jason Lea - Fixed Annuity Concepts for the HNW Market…Asset Class, Guaranteed Income, or Both
• Cindy Davis - Navigating the World of Foreign Nationals
• Jack Elder & Josh Caron - Grantor Trusts: Showing Value and Preparing for Change in Shifting Regulatory and Legislative Landscape
• Andrea Brandon & Bill Bell - HNW Client Acquisition…beyond the referral
• Employee Retention Strategies - NQDC plans to retain key talent. Between the labor market and the FTC on non-competes, lots of employers are looking for better ways to retain the talent they recruit and develop
• Will IUL continue its growth pace in 2023 and beyond? After a dozen years of dominant marketplace growth and three separate regulatory intrusions – what will the 2020s bring for IUL? Participants will gain insights into the regulatory environment, the product development outlook and the economic environment that wraps around it all!
• Luis Chiappy, Michael Book and Phillip Sarnecki - Leading and developing your top-performing producers
• Premium Finance - What to do in a rising interest rate environment

This is of course in addition to the Main Stage lineup:

• Three of the all-time legends in production – Keith Wagner, Eric Naison-Phillips and Jim Hebets
• Former Speaker Paul Ryan
• General Larry Spencer

Please join us March 20-22, in Washington, D.C.!