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
2:10 PM
Carrier Breakout Sessions
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