2026 Annual Meeting

Hyatt Regency Grand Cypress Resort · Orlando, FL · March 15–18

3:00 PM

Exhibit Hall Set-up

Windsong 5-7

5:30 PM

Registration Opens & Welcome Reception

Selection Sunday – Verzone Challenge

Windsong Fountain Lawn

7:00 AM

Breakfast

Windsong 6-8

7:00 AM

Registration Opens & Exhibit Hall Set-up Begins

PreFunction 5-7

8:00 AM

Early Bird #1 – New Product and New Opportunity Showcase

Windsong 9-12

Ryan Bambery, Regional Vice President, AuguStar Life
Jaime Avery, National Account Vice President, John Hancock
Anthony Harlan, CLU, ChFC, VP, National Sales Manager, Lincoln Financial Group
Pete Chrisos, Vice President, National Account Manager, Protective Life

8:25 AM

Early Bird #2 – Is Yesterday’s GUL Today’s VUL?

Moderator
Cynthia Burcham, CLTC, Brokerage Consultant, Agency Services, Inc.

Panelists
Mark Mosser, Divisional Vice President, Prudential
Pat Murray, CLU, ChFC, MBA, National Sales Director, Protective Life
Rob Houle, MSM, ChFC, CLU, CLTC, Nationwide
Steve Sommer, CRPC, National Account Manager, Securian

8:45 AM

Early Bird #3 – Hidden Opportunities In Your Book

Moderators
Matt Allina & Howard Schneider, TMA Market Development Managers

Panelists
Rick Hyde, CEO, Insured Connect
Niko Kantouros, VP, Customer Success, Proformex
Peter Hershon, CLU, CHFC, Senior Vice President, Coventry

9:10 AM

Early Bird #4 – Firelight: Full Speed Ahead

Nick Richardson, VP, Strategic Account Executive, Distribution, Hexure
Mitch Muller, Strategic Account Manager, Distribution, Hexure

9:40 AM

Morning Sessions Conclude

10:00 AM

Opening Session

Windsong 9-12

National Anthem
Detective Leila Freeze, Orange County Sheriff’s Office

Opening
Tim Klusas, President, TMA

You Don’t Know Jack
Jack Dewald, CLU, RHU, Chairman of the Board of Directors, TMA

Fireside Chat with Banner Life
Mark Holweger, President & CEO, Banner Life

Executive Panel
Moderator
Joe Bosnack, Jr., President, Katz Nassau Agency, Inc.

Participants
Anthony Harlan, CLU, ChFC, VP, National Sales Manager, Lincoln Financial Group
Ryan Parker, Head of Life Distribution, Transamerica
Doug Winkler, Vice President, Independent Sales, Prudential
Dave Sheridan, CLU, ChFC, Head of Independent Life Distribution, Protective Life
Brian Bulakites, CLU, ChFC, National Sales Manager, Pacific Life

11:25 AM

Carrier Champion – Pacific Life

Carlan Snipes, Field VP, Life Insurance Broad Market, Pacific Life
Ron Holmes, Vice President, The Palmer Agency

11:35 AM

Murray Vogel Award

11:40 AM

Lunch / Exhibit Hall Opens

Windsong 5-8

12:35 PM

Verzone Challenge (Play In Round and First Round)

Windsong 9-12

1:50 PM

The Fast Pitch

2:00 PM

Break

2:10 PM

Carrier Breakout Sessions

Tap a carrier to view session details and reserve your seat.

Time	Windsong #1	Windsong #2	Windsong #3	Windsong #4
2:10 PM – 2:30 PM
2:35 PM – 2:55 PM
3:00 PM – 3:20 PM
3:25 PM – 3:45 PM
3:50 PM – 4:10 PM
4:15 PM – 4:35 PM
4:40 PM – 5:00 PM

5:30 PM

Reception

Windsong Fountain Lawn

7:00 AM

Registration Opens

PreFunction 5-7

7:00 AM

Breakfast

Windsong 6-8

7:30 AM

Firelight – AMA (“Ask Me Anything”)

Windsong 4

Nick Richardson – VP Strategic Account Executive Distribution, Hexure

8:00 AM

The Economic Update

Windsong 9-12

John Hall, CFA – PGIM

8:25 AM

Panel – What Worked Last Year

Moderator
Ron Holmes – The Palmer Agency

Sean McKinley – Cincinnati Life
Jeff Maxwell – SBLI
Mike Sclafani – Symetra
Ron Lee – Mutual of Omaha

8:50 AM

Carrier Champion – Banner

Kristin Boies – Banner Life
Ray Phillips – The Brokers Source

9:00 AM

TMA Social

Mitchell Fisher – Senior Vice President, Insurance Fulfillment Center, TMA

9:20 AM

Your 20-Minute AI Upgrade: The Best Tools Explained by an AI Founder

Ian Levinsky – CEO & Co-Founder, Pathwork

9:40 AM

Panel – Crossroads of Operations & AI

Moderator
Mitchell Fisher – TMA

Elizabeth Cloud – Corebridge Financial
Jeff Lingenfelter – eServices Director, John Hancock
Karen Nalley – Senior Vice President & Chief Marketing Officer, Art Jetter & Company
Daneyelle Schneider – Senior Digital Products Manager – Symetra

10:05 AM

Break

10:20 AM

Carrier Champion – Prudential

Mary Wollman – Prudential
Carl DeSiena – Reliant Direct

10:30 AM

Panel – Landing the Big Case

Windsong 9-12

Moderator
Mike Furgieule – Covr Financial Technologies

Lynne Gordon – Prudential
Brian O’Connell – SBLI
Denise McCormick – John Hancock
Elizabeth Cloud – Corebridge Financial
Maureen Weinhauer – Pacific Life

10:55 AM

You Think You Know TMA?

11:15 AM

Carrier Champion – Nationwide

David Smitherman – Nationwide
Cynthia Burcham – Agency Services

11:25 AM

Carrier Champion – Symetra

Vanessa Allia – Symetra
Kevin Swantek – Nexus Financial

11:35 AM

Verzone Challenge (Elite Eight)

11:55 AM

Fast Pitch 2

12:05 PM

Lunch / Exhibit Hall Opens

Windsong 5-8

1:00 PM

Carrier Breakout Sessions

Tap a carrier to view session details and reserve your seat.

Time	Windsong #1	Windsong #2	Windsong #3	Windsong #4
1:00 PM – 1:20 PM
1:25 PM – 1:45 PM
1:50 PM – 2:10 PM

2:25 PM

Networking Activities

Off-site Activity
Board bus 2:25 PM, depart hotel 2:30 PM
Disney Springs – Meet by Portico Terrace area
Depart Disney Springs at 4:45 PM

Hotel Activities
Mixology Team Event – Four Flamingos Restaurant
Chef’s Table Event – Four Flamingos Restaurant

5:30 PM

Reception

Windsong Fountain Lawn

Hotel Check-Out

11:00 AM

7:00 AM

Breakfast

Windsong 6-8

7:30 AM

TMA Social – AMA (“Ask Me Anything”)

Windsong 9-12

Mitchell Fisher – Senior Vice President, Insurance Fulfillment Center, TMA

8:00 AM

Washington Update

Jennifer Fox – Vice President, Federal and Political Affairs, Finseca

8:25 AM

Verzone Challenge (Final Four)

8:35 AM

Carrier Champion – Securian

Ryan Heilskov – Securian Financial
Mark Wall – Mark Wall & Company

8:45 AM

Carrier Champion – Corebridge Financial

Levi Robinson MSFS, CFP, CLU, ChFC, RICP, CASL, VP, Senior Strategic Account Manager – Corebridge Financial
Chris Newberry, CLU, ChFC, National Sales Manager, The Brokerage, Inc.

8:55 AM

Carrier Champion – Integrity Life / WSFGD

Kim Humbert – Integrity Life / WSFGD
Robert Rosenthal – The Rosenthal Agency

9:05 AM

Panel – Let’s Get Real About Annuities

Moderator
Nicole Percey – Corebridge Financial

Participants
Matthew Bernstein – Corebridge Financial
Kim Humbert – Integrity Life / WSFGD
Dan Leutwyler – Lincoln Financial Group
David Schutz – American National Insurance
Betty White – Mutual of Omaha

9:25 AM

Carrier Champion – John Hancock

Tom Brown – Corebridge Financial
Mike Furgieule – Covr Financial Technologies

9:35 AM

Panel – Capturing Wealth and Winning the Foreign National Market

Moderator
Robert Rosenthal – The Rosenthal Agency

Participants
Vanessa Allia – Symetra
Patrick Ray – AuguStar Life
Diego Coig – Ameritas
Justin Ogorek – Transamerica

10:00 AM

Break

10:15 AM

Carrier Champion – Protective Life

Windsong 9-12

Pete Chrisos – Protective Life
Jack Dewald – Agency Services

10:25 AM

Panel – What Keeps You Up At Night

Moderator
Angie Pettinger – Agency Services

Participants
Sheila Fletcher – Mound Agency
Mark Wall – Mark Wall & Company
Carl DeSiena – Reliant Direct
Cristin Bishop – The Brokerage Inc.

10:50 AM

Carrier Champion – OneAmerica Financial

Bridget Collins – OneAmerica Financial
Craig Berson – Berson Sokol Agency

11:00 AM

Carrier Champion – Mutual of Omaha

Corri Campbell – Mutual of Omaha
Mark Wall – Mark Wall & Company

11:10 AM

Panel – Selling Beyond the Price

Moderator
Mark Wall – Mark Wall & Company

Participants
Jonathan Hancock – The Insurance Box
Mike Furgieule – Covr Financial Technologies
Joe Bosnack Jr – Katz Nassau Agency
Shaun Mohr – Diversified Brokerage Specialists
Kevin Swantek – Nexus Financial

11:35 AM

Verzone Challenge (Championship & Trophy Presentation)

11:40 AM

Special Drawing – Must Be Present to Win

Closing