2023 Wholesaler Leadership Summit Agenda

Tuesday, May 9, 2023

1:00 p.m. - 1:15 p.m. - Welcome and Opening Remarks

1:15 p.m. - 2:45 p.m. - GENERAL SESSION

Break Through: Advancing in Today’s Distracted, Hybrid World

Today’s clients are not just more distracted. They are more distant and distressed. To compete, we must adapt — fast — to new ways of working. That’s why this high-impact keynote by award-winning storyteller and international keynote speaker, Debra Jasper, Ph.D., will show you how to:

  • • Save time and get faster responses with clear, compelling messaging
    • Make complex data and financials easier for your clients to understand and act upon
    • Create a compelling online presence that stands out from the crowd
    • Prepare not just for what’s now — but for what’s coming next (AI, charming chatbots, and more)

When you communicate with extreme clarity, you have maximum impact. This session will give you a step-by-step guide to breaking through.

Debra Jasper, Ph.D. - Founder and CEO, Mindset Digital

2:45 p.m. - 3:00 p.m. - Break

3:00 p.m. - 4:00 p.m. - DISCUSSION GROUP 1

Discussion Group 1 — Navigating the Turbulence of the Evolving Workplace

The workplace is shifting yet again. At the height of the pandemic, people were flexible and leadership was compassionate. Some of that is changing now and impacting the ability to recruit, retain, and manage. How has your operation changed over the past three years and how will you adjust? In this session, we’ll discuss ways to be flexible and creative all while navigating the turbulence of the evolving workplace and propelling your team to new heights.

4:00 p.m. - 4:30 p.m. - Debrief 1

Return to the general session room where each group will recap the highlights from their discussions.

4:30 p.m. - 5:15 p.m. - A Charitable Activity

A Charitable Activity

Together we can make a difference. Please join us as we support The Beacon, a local non-profit organization, by assembling summer essential packages for the homeless of Houston. Light refreshments have been generously donated by the Magnolia Hotel.

6:00 p.m. - 6:30 p.m. - Gather in Hotel Lobby

6:30 p.m. - 8:30 p.m. - DINNER EVENT AT THE FIGHT CLUB

Dinner Event at Flight Club

Come as you are for a delicious, enjoyable evening. Time will fly by while you reconnect with peers, meet new people, and have fun!

Wednesday, May 10, 2023

7:30 a.m. - 8:00 a.m. - Breakfast

8:00 a.m. - 8:30 a.m. - GENERAL SESSION

The Future of Wholesaling: How Wholesalers Can Navigate the New Digital World to Remain Custodians of Trust

Through many fundamental shifts, one central constant remains — wholesalers are regarded as custodians of trust by both their carriers and the financial professionals with whom they partner. This interactive session will cover how today’s wholesalers can maintain that level of trust, provide actionable insights associated with product offerings, and demonstrate how sales engagement technologies can help them ride the tide of changes with their way of working.

John Behn - National Sales Director, Vymo

Venkat Malladi - Co-founder and CTO, Vymo

8:30 a.m. - 9:30 a.m. - Discussion Group 2 — Tech Talk

CRMs, Salesforce add-ons, tools for training and onboarding, data analytics, and more are all open for conversation. How is technology used to guide your day-to-day operations, measure effectiveness, and quantify the value of your team? Groups can steer this discussion to wherever they want it to go!

9:30 a.m. - 9:45 a.m. - Break

9:45 a.m. - 10:15 a.m. - Debrief 2

Return to the general session room where each group will recap the highlights from their discussions.

10:15 a.m. - 11:15 a.m. - GENERAL SESSION

The Sky’s the Limit With a High Performing Team

Learn from experienced and successful life and annuity wholesaler leaders who know the importance of a solidly performing team. This panel will share insights and experiences to help you course correct and fine-tune your wholesaling teams to be sure they’re engineered to perform at their absolute best.

Mike Dunne - Vice President, Business Development Partners Group, Corebridge Financial (AIG Life and Retirement)

Ashley Golson - Senior Vice President, National Sales Desk, Jackson National Life Distributors, LLC

Caitlin Irby, FLMI - Vice President, Life Insurance Internal Sales and Distribution Support, Corebridge Financial (AIG Life and Retirement)

Brian Nicolarsen - Vice President, Wire and Regional Broker/Dealer Sales, Jackson National Life Distributors, LLC

11:15 a.m. - 12:15 p.m. - Discussion Group 3 — Accelerating Performance with More Than Compensation

Discuss and share the highs and lows of compensation, non-monetary rewards, and recognition. Exchange views and ideas about career development, growth opportunities, pay transparency, impact of the economy on budgets, managing to generational differences, and how to have that bumpy discussion about compensation with your subordinates.

12:15 p.m. - 1:00 p.m. - Lunch

1:00 p.m. - 1:30 p.m. - Debrief 3

Return to the general session room where each group will recap the highlights from their discussions.

1:30 p.m. - 2:30 p.m. - GENERAL SESSION

"The Power of Your Brand"

Financial professional (agent and advisor) demographics and business needs are changing and will continue to do so over the next 10 years. It’s vital that a wholesaler’s process, message and value proposition meet them where they are and not “how we have always done it.” 
In this interactive session learn the three brands successful wholesalers have adopted and deployed to connect with top insurance and annuity producing financial professionals.

Colin Lake - President and Founder, Developing the Next Leader

2:30 p.m. - 3:00 p.m. - Closing Remarks and Adjourn