The Great Collaboration 2025 (Previous Event)

May 3-4 / Irving, TX / #TGC2025
400 W Las Colinas Blvd., Irving, TX 750392
TGC Home Page

The Movement Took Place on May 3–4 in Irving, TX

The Most Impactful Event of the Year for Insurance Agents, Agencies, and Financial Advisors Has Wrapped — Here Are the Highlights!

The Second Year of The Great Collaboration Delivered — Bigger, Bolder, and Full of Opportunities for Growth.

300 +

Attendees

10+

CEO & Executive Speakers

5 Top

Breakout Sessions

2nd Annual Conference

The 2nd Annual

Great Collaboration

Insurance Conference


The Great Collaboration is a premier event series sponsored by Valor Financial Specialists, created to empower insurance professionals through impactful learning, growth, and connection. Rooted in the belief that a collaborative, abundance-driven mindset fuels professional success, this initiative brought together industry leaders and rising professionals alike.

This philosophy inspired The Great Collaboration — a platform dedicated to fostering meaningful partnerships and knowledge-sharing across the insurance and financial services space.


The 2025 event exemplified the power of collaboration in action. Through dynamic sessions, networking opportunities, and real-world insights, participants unlocked new strategies to elevate their business.



Together, we embraced collaboration — and achieved extraordinary momentum.

Industry-Leading Speaker line Up


Attendees gained firsthand insights from the visionaries shaping the future of insurance. The stage featured an impressive lineup of CEOs, industry thought leaders, and representatives from top insurance companies — alongside Insurtech founders and senior innovators driving transformation across the field.

See the Complete List of Speakers & Carrier Reps

Vibrant Community

A vibrant community of insurance professionals dedicated to mutual support, growth, and success through collaboration.

Robust Event Schedule

A robust event schedule spanning various cities throughout the year, featuring smaller, intimate gatherings and culminating in a dynamic annual conference.

Top-Notch Speakers

Top-notch speakers who are industry leaders and experts, offering invaluable insights and expertise to elevate your insurance practice.

Local Events

Localized events in cities nationwide, providing opportunities for networking, learning, and professional growth.

NEW THIS YEAR: TGC 2025 Pledge 

Gain insights directly from the leaders shaping the future of insurance. Our speakers include CEOs, thought leaders, and representatives from some of the best insurance companies, alongside Insurtech founders and senior thought leaders who are driving innovation and transformation in the industry.

Innovation & Value Pledge –

We commit to bringing cutting-edge solutions, insights, and resources that empower insurance professionals to grow, innovate, and thrive in an evolving industry.

Engagement & Support Pledge –

We commit to not only be sponsors but partners, dedicated to engaging with attendees, answering questions, and providing meaningful support beyond the event.

Future-Focused Impact Pledge –

We commit to connect you with the right people—industry leaders, innovators, and potential partners—to expand your network and grow your business.

Cultivating Success

Through Partnership

Agenda at a Glance

  • Day 1 - Main Room

    8:00am  - Registration & Networking

    8:30am - Introduction & Agenda Overview

    9:00am - Joe Ross: Periodic Table of Investments 

    10:10am - CoreBridge

    10:45am - Symetra

    11:20am -Partnering with RIAS

    12:00pm - Lunch

    1:00pm - Working the Athlete Market

    2:15pm- Infinite Banking

    3:10pm - David  McKnight- How to Super-Charge Your Tax-Free Retirement Strategy with IUL and FIA

    4:15pm - Jim Morris " The Rookie"

  • Day 1 - Side Room 1

    10:10am - Lafayette Life

    10:45am -  National Life Group

    11:20am - Columbus Life

    12:00pm - Lunch

    1:00pm - Estate Planning

    2:15pm - Working with Business Owners

  • Day 1 - Side Room 2

    10:10am - Mutual of Omaha

    10:45am - North American Life

    11:20am - Ensight (Tech)

    12:00pm - Lunch

    1:00pm - Reverse Mortgages

    2:15pm - Operational Marketing: The Missing Link In Agency Growth

  • Day 2 Main Room

    7:30am - Networking Breakfast

    8:15 - Introduction and Agenda 

    8:35am - Brandon "Rockstar" Rooks: Diversifying your Offerings 

    9:05am - Judy Hoberman: Mindset, Money & Momentum: Elevating Women in Finance

    10:05am - How to Get a $1 Million Premium

    11:10am - Wrap-up & Take Aways! 

See Full Conference Agenda!

“Attending the Regional TGC Event has been a game-changer for me. It’s one of the most impactful events in the industry, offering real-world strategies from both top leaders and peers. I always leave with actionable insights that help drive growth and success within my business.”


~ Johnathon Bunch, Sales Director, 3 Mark Financial


Why #TGC2025 Was a Must-Attend Conference:


TGC 2025 brought together some of the brightest minds and most influential leaders in the industry to deliver unparalleled insights, real-world case studies, and practical strategies designed to elevate business performance. With exclusive workshops, dynamic live panels, and a collaboration-focused track, attendees gained hands-on experience and actionable tools to address their most pressing challenges.

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