Thursday Workshops

4:00 - 5:00 p.m.


Un-complicating IUL

Speakers: Jason Konopik, AMZ Financial Services; Todd Petit, Allianz Life; Ben Roth, Minnesota Life Insurance Company

Sponsored By

Take part in this session as this panel explains in laymen’s terms how indexed life products work and  breaks down the indexed crediting strategies and how they differ from traditional universal and whole life products. Learn how to compare these products on an apples to apples basis to ensure you’re offering the correct product. Discover the niche and target markets for these products plus the advantages and disadvantages of each.


What You Don’t Know About Your E&O Might Hurt You!

Speaker: Rob Erzen, Arthur J. Gallagher & Company, Inc.

Sponsored By: We the People of the U.S. Logo

Cyber threats, customer privacy suits, bad products and bad agents can cost your firm thousands of dollars.  Learn what is new in litigation claims against brokerage general agencies and how to best control your risk.  Also, learn how you can use E&O to attract and retain more agents!


Recruit Quality A Agents and Find Missed Insurance Cases

Speaker: Mark Sheer, Mark Sheer Seminars

Sponsored By: MetLife Logo

In this highly interactive workshop presented by Mark Sheer, The Tactical Coach, you will receive results-proven tactics and tools to recruit/Partner with Quality A Agents. You will also receive Insurance Profiles to share with your current agents to help them find missed insurance cases in their existing book of business.  


Building Your Business with a Better Process

Speakers: Cindy Farrow, ING U.S. Life Division; Roy Goodart, Aplifi; Tommy Lane, Paperless Solutions Group; Ken Leibow, Genworth Financial; Bill Levinson, Levinson & Associates, Inc.; Maura Reilly, SBLI; Byron Udell, AccuQuote; Pat Wedeking, Quick Life Center; Steve Woodworth, DocuSign
Moderator: Jeff McCauley, Paperless Solutions Group 

Presented By: LIDMA Logo

Learn about the systems that the direct marketing channel has created and implemented to simplify and accelerate the application, underwriting and placement of life insurance. See how collaboration among carriers, exam companies, technology partners and direct marketers is improving speed and placement.