Morning

10:00 — 11:00

Registration

11:00 — 11:15

Opening General Session
Introduction and Program Interview
Bob Grieb, BISA

11:15 — 12:15

Keynote Presentation:
Building a Power Culture
Doug Buce, Wells Real Estate

Afternoon

12:15 — 1:00

Lunch

1:00 — 2:10

Peer Group Discussion Sessions
"Red Team"
"Blue Team"
"Green Team"

2:15 — 3:25

Concurrent Topic Sessions (Select 1)

1. The Three P’s of Life Insurance Review — Protection, Perpetuation, and Profit
   Jonathan Dannemiller, Hartford Life
   This session will show you how to effectively conduct Life Insurance reviews for your clients and use them to build your business.
2. Retirement "Exit Strategies"
   Doug Ewing, John Hancock
   This session will cover key points of transition from retirement savings to retirement income, and how to turn them into opportunities for you and your clients.
3. Turning Sales Into Relationships
   Bob Cobb, Ultimate Bank Advisor / ING
   Learn a straightforward process to make the sale a starting point in building a truly profitable relationship rather than the end goal before you move on to the next referral

3:35 — 4:45

Concurrent Topic Sessions (Repeat of sessions 1 - 3)

4:50 — 5:40

General Session, Economic Overview:
Rod Smyth, RiverFront Investment Group

Evening

6:00 — 7:00

Networking Reception

7:00

Dinner

Morning

7:30 — 8:15

Breakfast

8:15 — 8:30

Announcements/Day Two Overview

8:30 — 9:40

Concurrent Topic Sessions (Select 1)

4. Working with Your Teams
   Denny Taylor, Symetra Financial
   Coaching, mentoring and managing in your small group or across the institution
5. Retiree Medical Costs and Coverages
   Marlene Lund, Speaking of Aging / AXA
   The Reality, The Impact and The Opportunity associated with the complexities of real retiree medical costs, what is covered by government plans and how to identify and fill the gaps
6. Buried Treasure
   Doug Brisco, Lincoln Financial
   Turning 13 common annuity and life insurance planning mistakes into planning jewels

9:45 — 10:55

Concurrent Topic Sessions (Repeat of sessions 4, 5 and 6)

11:00 — 11:55

Peer Group Discussion Sessions
"Red Team"
"Blue Team"
"Green Team"

Afternoon

12:00 — 1:00

Closing Keynote Speaker
Becoming a Life Advisor
Richard Capalbo, Richard Capalbo Enterprises / Allianz

1:00

"Getaway" Lunch

^*Session is eligible for one hour CPA and CFP Continuing Education credit as well as most state insurance.