100 Century Parkway, Suite 240, Mt. Laurel, NJ 08054
Phone: 800-524-1774
Fax: 856-727-0600
Email: info@callums.com
SEPTEMBER 25
MT. LAUREL, NJ
7:30 am - 3:30 pm
Get ready as we brief you on a high-priority operation: a full-day immersion into innovation, inspiration, and intelligence. Uncover the latest sales trends, decode emerging strategies, and equip yourself with tools designed to elevate your mission success.
UMS Annual Sales Symposium is THE place to spend the day with the top leaders in financial services as they address today’s most pressing competitive challenges. You’ll go home with new strategies and techniques to increase revenue, improve customer financial literacy in today's economic environment, and build relationships with key people in the industry. Register now for the most comprehensive business development symposium of 2025.
Keynote: Jeff Lanza
Renowned former FBI Special Agent but also an Award-Winning Cybersecurity and Identity Theft Prevention Expert. With decades of hands-on experience and a passion for protecting individuals and organizations, Jeff brings insights to every engagement.
Panel Discussions
Keep your finger on the pulse of what your clients need with panels on Life, LTC, and Fixed Index Annuities provide an opportunity to hear NEW concepts and ideas to help clients in challenging times.
Networking & Sponsors
Network with other producers and talk with carrier representatives to round out a business-invigorating day-long experience. The meaningful connections you make here could make the difference!
"Wonderful Sales Symposium!
Great content that got my "synapses snapping!" Lots of impactful idea generators, excellent job with the lineup.
Hats off you to you for a job well done."
M. Castillo, PA