BEN AYERS
Senior Economist
Nationwide Insurance

THE ECONOMY TODAY

JACK BROYLES
CEO
Jack Broyles and Associates

THE ALZHEIMER'S
TSUNAMI
& EXTENDED CARE

LINAS SUDZIUS
JD, CLU, ChFC
Advanced Underwriting Consultants

EMBRACING THE 
OPPORTUNITY:

5 IDEAS YOU CAN USE NOW

MELISSA FINNEGAN
AVP, Training & Development
Lincoln Financial

BREAK THROUGH
THE NOISE:
MARKETING YOURSELF

BRAD SHEPARD
Regional Sales Director
OneAmerica

THE IMPORTANT THINGS
LAST A LIFETIME

JESSICA DiLELLA, CLU®
Regional Sales Manager
Sagicor

FINDING THE MONEY
FOR RETIREMENT

STEVE ZIMMERMAN
CFP® CLU, ChFC, AEP

Regional Vice President 
North American Company for Life
and Health Insurance

DOING BUSINESS VIRTUALLY
& STRENGTHENING YOUR
PRACTICE

JAKE MOLLMAN

Sales Vice President 
North American Company for Life
and Health Insurance


DOING BUSINESS VIRTUALLY
& STRENGTHENING YOUR PRACTICE

JEFF PODRAZA
CLU, ChFC, CLTC

Regional Vice President 
Brokerage Life Sales

Nationwide Financial

HOW TO TALK ABOUT
LONG TERM CARE
RIGHT NOW

STEVE WALTHER
Training Director
National Life

LIVING AND SUCCEEDING
IN INTERESTING TIMES

JONATHAN SACKS
Pension Plan Professional
American National

THE STORY OF YOU:
RETIREMENT PLAN SOLUTIONS FOR
BUSINESS OWNERS

DUSTIN CARLSON
National Account Manager
Equitrust

STRATEGIES TO HELP
YOU OVERCOME
OBJECTIONS

VENDORS/SPONSORS:

 

JULIE HARKINS
Director of Sales
Allianz Life Insurance Company of 
North America

IUL & FIA IN 2020

AND BEYOND

KALEISHA THODY
Regional Sales Director
Allianz Life Insurance Company of 
North America

IUL & FIA IN 2020

AND BEYOND

TIM LOCKWOOD
LTC Sales Specialist
Lincoln Financial Group

STRATEGIES FOR ADDRESSING UNPLANNED HEALTHCARE COSTS IN RETIREMENT

WALLY JANDOLI, CLTC
Owner

Summit Financial

2020 MARKETING STRATEGY:
ADAPT AND OVERCOME

ALEX RASCIONATO
Owner

CMA Health Agency

2020 MARKETING STRATEGY:
ADAPT AND OVERCOME

MONIQUE CASTILLO
Financial Advisor

Higher Ground Financial Services

2020 MARKETING STRATEGY:
ADAPT AND OVERCOME

DEANNA ABRAMS
Director of Brokerage Sales Team and Partner Relationships

SBLI

NO TOUCH LIFE INSURANCE
 

KIM O'BRIEN
CEO

The Federation of Americans for
Consumer Choice (FACC)

SPECIAL GUEST
 

CHRIS ORESTIS
President
LCX Life

LIFE SETTLEMENTS:
CAMPAIGN IN A BOX

 

Designed for insurance financial professional use.

Underwriters Marketing Service

100 Century Parkway

Suite 240

Mt Laurel NJ 08054

Phone:  800-524-1774

Fax:       856-727-0600