8:00am to 8:30am

Registration & Networking

8:30am to 9:00am

Introduction & Agenda Review

9:00am to 10:00am

Periodic Table of Investments 

Joe Ross - CoreBridge Vice President in Business Development
Discover a fresh, visual approach to understanding investment products. Joe Ross breaks down complex strategies into a simple, digestible framework you’ll want to reference again and again—and shows how to use this tool to educate and engage your clients more effectively.

10:10am to 10:40am

CoreBridge

Eric Tompkins

Explore Corebridge’s innovative living benefits product suite and discover powerful rider options that prepare clients for life’s unexpected turns. Learn how to differentiate yourself in a crowded market by offering real-world solutions your clients will appreciate when they need them most.

10:45am to 11:15am

Symetra

Brian Keefe

Speed matters. Symetra offers a dynamic term portfolio with lightning-fast underwriting. If you're working with foreign nationals, this session is a must-attend. Find out how their unique process helps you close business quicker without compromising on quality or client experience.

11:20am to 11:50am

Partnering with RIAS

Lyndsey Monahan

Learn how to collaborate with Registered Investment Advisors to create win-win-win partnerships—for you, the RIA, and high-net-worth clients. Lyndsey will share real-world examples and actionable steps to help you build meaningful and profitable referral networks.

12:00pm to 12:45pm

Lunch

1:00pm to 2:00pm

Working in the Athletic Marketplace

Roderick Liptrot - Owner & Founder of AK Financial and ACSA

The NIL space is booming. Learn how to access this $2.5 billion opportunity, build connections, and serve athletes and influencers with the financial solutions they need. Discover what makes this marketplace different and how you can become a trusted advisor in a fast-moving industry.

2:15pm to 3:00pm

Infinite Banking

Michael Garcia - Founder & CEO of I.C. Life

Dive deep into the Infinite Banking Concept and the power of properly structured whole life insurance. Michael will explain how to help your clients build liquidity, control, and long-term wealth through a system they own and understand.

3:10pm to 4pm

How to Super-Charge Your Tax-Free Retirement Strategy with IUL and FIA
David McKnight- Author of the best-selling book, “The Power of Zero"

4:15pm to 5:15pm

Keynote Speaker - Jim Morris " The Rookie"

Jim Morris, "The Rookie"



10:10am to 10:40am

Lafayette Life

Mark Ditondo

Uncover Lafayette Life’s unique small-business solutions. This session covers everything from pension planning to growth strategies for financial professionals serving entrepreneurs. Learn how to provide value and become a go-to advisor for business owners looking for tax-efficient retirement solutions.

10:45am to 11:15am

National Life Group

Marco Campa

From living benefits to 403(b) plans and CPA collaboration, discover what sets National Life Group apart. Marco will also share how their holistic support structure and agent resources can elevate your business and client relationships.

11:20am to 11:50am

Columbus Life

Jeff Taber

Get familiar with Columbus Life’s streamlined product offerings, compelling living benefits, and producer-friendly compensation—including ongoing trail options. This session will show how Columbus keeps things simple for clients while rewarding agents for long-term service.

12:00pm to 12:45pm

Lunch

1:00pm to 2:00pm

Estate Planning

Phil Resch - Founder of Valor Financial Specialists

Whether it’s basic estate planning or placing $100 million policies, Phil shares three powerful strategies that can transform your high-net-worth client conversations. He’ll also dive into tactical structures that create real impact—both legally and financially—for your clients.

2:15pm to 3:00pm

Working with Business Owners

Phil Resch - Founder of Valor Financial Specialists

Looking to attract more business owner clients? Learn how to help owners retain key employees, structure ownership transitions, and uncover potential tax advantages. You’ll walk away with advanced concepts that build trust and open doors in the business community.

10:10am to 10:40am

Mutual of Omaha

Tim Whitmarsh

Discover the clean design and strong living benefit features of Mutual of Omaha’s simplified products—and where they fit perfectly into your client portfolio. Brad will also highlight underwriting advantages and sales scenarios to give you a competitive edge.

10:45am to 11:15am

North American Life

Gary Proco

North American offers one of the most flexible and powerful IUL portfolios in the market. Explore term, GUL, and accumulation IUL options all in one comprehensive suite. Find out how to leverage their suite to meet both protection and growth needs in a single proposal.

11:20am to 11:50am

Ensight

John Randle

Cut through the noise. This software gives independent agents an edge with simplified presentations and seamless carrier comparisons. Discover how Ensight helps turn complex illustrations into powerful visual stories that drive decisions faster.

12:00pm to 12:45pm

Lunch

1:00pm to 2:00pm

Reverse Mortgages

Stephen Resch

Reverse mortgages aren’t just for those in need. Discover how high-net-worth clients are leveraging this financial tool as a fixed asset class—and why insurance agents should take notice. Learn how to integrate this strategy into a holistic wealth management conversation.

2:15pm to 3:00pm

Operational Marketing: The Missing Link In Agency Growth
Nathan Klug- Founder of Blue Rocket Marketing

Marketing isn’t optional—it’s essential. Learn practical steps to increase visibility, build authority, and create a brand that drives consistent growth. Nathan will also cover systems and tools to make your marketing machine run without consuming all your time.

7:30am to 8:15am

Networking Breakfast

8:15am to 8:35am

Introduction and Agenda

8:35am to 9:05am

Diversifying Your Offerings

Brandon Rocks

Go beyond traditional products. Brandon reveals how alternative investments can strengthen your client value proposition and round out a truly holistic plan. Understand how to introduce these options without overwhelming your clients or losing their trust.

9:05am to 10:05am

Mindset, Money & Momentum: Elevating Women in Finance

Judy Hoberman

In this inspiring session, Judy shares strategies to elevate women in financial services—through confidence-building, financial literacy, and industry leadership. Learn how to overcome common challenges and turn mindset into momentum in any market.

10:05am to 11:10am

How to Get a $1 Million Premium

Carson Porter

It’s not a myth. Carson Porter walks you through how to land and close a million-dollar premium life insurance case—from positioning to execution. He’ll also break down the psychology and process behind big-ticket sales, and how you can replicate it.

11:10am to 11:45am

Wrap-up & Take Aways!