IFC National Marketing

Life & Annuity Symposium 2024

May 14th

DoubleTree by Hilton Hotel
Minneapolis – Park Place
9:30 a.m. to 3:00 p.m.

Our second annual Life & Annuity Symposium is here!

Back, by popular demand, the IFC Life & Annuity Symposium will deliver tips, tricks, and insights to help you grow your life and annuity business. Get the latest updates and strategies from industry experts and carriers on topics like estate planning, retirement and tax strategies, planning for LTC using life and annuities, and more. All agents and advisors are welcome, but seating is limited! 

Register today to guarantee your spot! 

Don’t miss our lineup of expert advisors!

9:30 a.m.
Arrival, Check-in, Refreshments

10:00 a.m.
Estate Planning Opportunities & The Sunset Provision in Tax Cuts & Job Act
Brett Berg, CLU, ChFC, Vice President of Advanced Planning
Prudential

11:00 a.m.
Retirement & Tax Strategies Using Life Insurance
Corey J. Luke, ChFC, CLU, Assistant Vice-President
Life Product Innovation

12:00 p.m.
Lunch Break

12:30 p.m.
Strategies to Sell More Term-Life
Michelle Kosoi, Field Vice President of Life Insurance Broad Market
PacificLife

1:00 p.m.
The Power of Annuities, Six Key Annuities Strategies
Steve Sweeney, Vice President of Advanced Markets & Solutions
Allianz Life

2:00 p.m.
Long-Term Care Planning Using Asset-Based Products
Greg Mantz, CFP, CLU, CLTC, Regional Sales Director
OneAmerica

3:00 p.m.
Meeting Ends

Event Speakers

See how we can help you grow your business and your clients money!

Brett Berg, CLU, ChFC

Vice President of Advanced Planning, Prudential

Estate Planning Opportunities & The Sunset Provision in Tax Cuts & Job Act

Steven Sweeney

Vice President of Advanced Markets & Solutions, Allianz Life

The Power of Annuities, Six Key Annuities Strategies

Corey J. Luke ChFC, CLU

Assistant Vice-President, Life Product Innovation, Allianz Life Insurance Company

Retirement & Tax Strategies Using Life Insurance

Michelle Kosoi

Field Vice President of Life Insurance Broad Market, PacificLife

Strategies to Sell
More Term-Life

Greg Mantz, CFP, CLU, CLTC

Regional Sales Director, OneAmerica

Long-Term Care
Planning Using Asset-Based
Products

Thank you to our sponsors!

AllianzL+A
pacificlifel+A
prudentialL+A
oneamerica-L+A