Events

10/24/2019

Cocktail Party

6:30 p.m. - 7:30 p.m.

Event Details

10/24/2019

Cocktail Party

6:30 p.m. - 7:30 p.m.

10/25/2019

Breakfast / Registration

7:00 a.m. - 8:00 a.m.

Event Details

10/25/2019

Breakfast / Registration

7:00 a.m. - 8:00 a.m.

10/25/2019

Forum Welcome

8:00 a.m. - 8:15 a.m.

Event Details

10/25/2019

Forum Welcome

8:00 a.m. - 8:15 a.m.

10/25/2019

Keynote Speaker

8:15 a.m. - 9:15 a.m.

Event Details

10/25/2019

8:15 a.m. - 9:15 a.m.

10/25/2019

Breakout Session: Product Experts

9:15 a.m. - 11:35 a.m.

Event Details

10/25/2019

Breakout Session: Product Experts

Catalyze the Growth of Your Business 

Travis Burke | Managing Director | Lombard International

Jonathan Donfeld | Founder | Donfeld Insurance Services Corp.


Growing Your Firm with Private Placemen

Daniel Davies |RVP Private Placement Solutions | Prudential


Designing Insurance Managed Accounts and Asset Allocation Programs, Investors Preferred Life

Alan Jahde | Founder, Chairman and CEO | Investors Preferred Life

Rick Calderon |  Managing Director & Managing Member | MAS Advisors LLC 


Private Placement Sales Strategies

Melissa Haag | Vice President of Affluent Markets | Zurich

9:15 a.m. - 11:35 a.m.

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