In addition to a number of session that haven’t ever been seen at Finseca's Advanced Markets before, our event will also feature many speakers who won't be available at any other advanced markets meeting in 2023.
On top of the current agenda, here is what you can expect to learn:
Experts on a Variety of Advanced Planning Topics
- Michael Amoia - Can higher interest rates be good for Estate Planning?
- Kristin Williams & Anthony Greene - Deeper Privately Held Business Planning: The Holistic Business Transition Plan
- Jack Elder & Josh Caron - Grantor Trusts: Showing Value and Preparing for Change in Shifting Regulatory and Legislative Landscape
- The Evolving Landscape of Life Underwriting - Charles Gray is bringing a panel together of several underwriters (Annette Lyght, Shelby Hollister, and John Valickus) different carriers all with a sense of humor to buttress their expertise!
- Cindy Davis and Matthew Douglas Navigating the World of Foreign Nationals
- Mike Roesler - Deferred Compensation to Recruit and Retain Critical Talent
- Justin Gladeiux- Analyzing, structuring, and placing Guaranteed Issue cases with various products
Let’s Get Into Product: Not an Expert - You Should Be
- 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. [*Note: This will be three separate sessions scheduled so that a participant can attend all three.]
✔️ Whole Life: Bobby Samuelson
✔️ Indexed Universal Life: Ralph Dittrich
✔️ Variable Universal Life: Michael Fontanini and Neil Kulkarni - Bobby Samuelson - The Next Generation of Product
- Ben Roth, Tim Pfeiffer, and Austin Bichler - 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 about the regulatory environment, the product development outlook and the economic environment that wraps around it all!
Grow Your Business From Some of the Best
- Andrew Gordon & Chelsea Brochu - Planning for Modern Blended Families
- Jay Judas - Exploring Three Top Trends in PPLI & PPVA
- 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
- Steve Cain, Shawn Britt, Stephanie Moench & Melissa Bova - Long Term Care: How State Legislative Discussions Can Lead to Increased Sales
- 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?
- Andrea Brandon & Bill Bell - Close More Large Cases with Digital Marketing
- Caroline Brooks - Getting Personal with Business Succession Planning
- Natalia Keene - Opportunities with Business Valuations
Please join us March 20-22, in Washington, D.C.!