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2023 Advanced Sales Forum

Inspired to Make a Positive Difference

8/7/2023 - 8/9/2023
The Ritz-Carlton Chicago, Chicago, IL


Who Attends

Advanced sales and marketing executives, estate and business planning specialists with carriers, distributors, BGAs and IMOs, CMOs, and sales officers with accountability for serving individual markets.


Created by advanced sales professionals, the Forum provides advice from industry leaders with unique expertise in this segment of the financial services market. This is the only event of its kind — dedicated to improving the practice of advanced sales. Whether you are striving to do more with less or experiencing the challenges of organizational change, attending the Forum will give you unparalleled insights from peers and actionable ideas from experts.

The 2023 conference theme, Inspired to Make a Positive Difference, was selected by the conference committee to commemorate our late colleague, Stephan Leimberg, who often included this phrase in his communications. Steve, an estate planning attorney, former American College of Financial Services professor, photographer and longtime National Underwriter author — advocated tirelessly for transparency. We celebrate his contribution to the industry.


Early Registration Fee (by June 26, 2023):
Member: $1,600
Nonmember: $2,800

Standard Registration Fee (after June 26, 2023):
Member: $1,800
Nonmember: $3,000

LIMRA|LOMA Canadian members — please email for special registration instructions.

Group Registration Discount:

Take advantage of our group rates to ensure your team's knowledge stays relevant and up-to-date amid the changing trends and directions in the industry.

We are pleased to offer two group registration options that you can secure by contacting

  • 5–9 — Registrants from the same company will receive a $150 discount per person when using the quantity discount promo code provided.
  • 10+ — Companies may purchase 10 or more registrations and receive a 20% discount on the total registration fee. A single payment is required along with the total number of registrants. We will provide a special company link/code for your organization to distribute to the group.

Note: Discounts may not be combined with any other discount offer. We cannot combine existing individual registrations into group registrations.

Cancellation Policy

In the event that a scheduled meeting or event is cancelled by LIMRA and LOMA for any reason, LIMRA and LOMA shall refund any conference registration fees that have been paid by the registrant. Under no circumstances, however, shall LIMRA and LOMA be liable to the registrant for any other expenses including, but not limited to, airfare and hotel expenses incurred by the registrant. All cancellations must be received in writing. Email

Attendee Cancellation Policy

All cancellations must be received in writing. Email Cancellations received before July 14, 2023, will be refunded, less a $75 processing fee. Cancellations received from July 14, 2023 to July 28, 2023 will be refunded, less a $375 processing and administrative fee. No refunds will be issued after July 28, 2023.


2023 COVID-19 Health and Safety Protocols

Please check this page regularly for health and safety updates.
Updated: [3/8/2023]

LIMRA and LOMA and LIC are committed to health and safety. We request that all conference and event attendees follow any and all applicable COVID-19 restrictions, rules, and safety requirements at the event that are either required by applicable law, rule or ordinance, or the event location. We thank you in advance for your patience and cooperation during these unprecedented times.

On-Site at the Event

  • Adhere to social distance protocols.
  • Wash hands frequently throughout the meeting.
  • Cover your nose and mouth when coughing or sneezing.
  • Comply with any protocol signage displayed.
  • Self-monitor and report any symptoms to meeting organizers immediately.
  • If you are having symptoms and need to seek medical attention, there will be a list of service options available.
  • If you test POSITIVE for COVID:
    • Notify the meeting organizer and if you choose to remain at the conference, self-quarantine in your room for at least three days, or until you receive a NEGATIVE test result.
    • Once you test NEGATIVE, you may return to the conference. Please wear a mask for the duration of the conference.
    • Report your status to the convening team so the proper contact tracing interview can be conducted.

Post Event

  • Notify event organizer if you test positive for COVID-19 up to 14 days after returning home.

Hotel / Venue

The Ritz-Carlton Chicago

160 E. Pearson St.
Chicago, IL, USA, 60611


Hotel Reservations

1-888-236-2427 (mention the Advanced Sales Forum)
Reservation Link TBD

Make your reservations by July 11, 2023 by following the reservations link, or by calling the reservations phone number and mention the LIMRA Advanced Sales Conference in order to receive the group rate of $329.00 single/double (plus applicable sales taxes). Requests after July 11, 2023 will be accepted on the basis of space availability. The group guest room rate will be offered three days prior and three days after the meeting dates subject to availability and must be booked by calling the hotel.

Please note that hotel rates will go up after the cut-off date or when the meeting room block sells out, whichever comes first. Make your reservations early to be able to take advantage of our discounted rates.

If you receive any unsolicited or suspicious email or phone call about a hotel booking in conjunction with this meeting, our advice is not to click on it, but delete the email immediately. In the case of a phone call, never give out your credit card information. Our designated conference hotels will not call you unless you contact them first.

Become a Sponsor or Exhibitor

Dedicated to improving the practice of advanced sales, this one of a kind event brings together industry leaders with unique expertise in the financial services market.

Join the conversation by securing a sponsorship or exhibiting at the conference.

2023 ASF — Sponsor and Exhibitor Prospectus

Nicole Chiarodo
Sponsor/Exhibitor Sales

The Exhibit Hall will provide sponsors and exhibitors with a powerful forum to engage attendees. Secure your space via the link below.

Sponsors and Exhibitors

Gold Sponsor

Silver Sponsors

Contact us to learn more:

Emma Wandzy

Event Coordinator


(860) 298-3999