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.