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.
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. – 10:00 a.m.
Arrival, Check-in, Refreshments
10:00 a.m. – 11:00 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. – 11:45 a.m.
Go the Distance with Allianz: A Focus on Indexed Universal Life
Corey J. Luke, ChFC, CLU, Assistant Vice-President, Life Product Innovation
Allianz Life Insurance Company
11:45 a.m. – 12:30 p.m.
Lunch Break
12:30 p.m. – 1:00 p.m.
Strategies to Sell More Term-Life
Michelle Kosoi, Field Vice President of Life Insurance Broad Market
PacificLife
1:00 p.m. – 2:00 p.m.
Unpacking Social Security
Steven Sweeney, Vice President of Advanced Markets & Solutions
Allianz Life Insurance Company
2:00 p.m. – 3:00 p.m.
Navigating the Silver Tsunami: Long-Term Care Planning Using Asset-Based Products
Greg Mantz, CFP, CLU, CLTC, Regional Sales Director
Brent DeGroot, LTCP, CLTC, Regional Sales Director – Brokerage
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
Unpacking
Social Security
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
Brent DeGroot, LTCP, CLTC
Regional Sales Director - Brokerage, OneAmerica
Long-Term Care
Planning Using Asset-Based
Products
Thank you to our sponsors!
