Elevate 2024

Exclusive training for growth-focused producers

Agenda

June 12
6pm-9pm Welcome Reception
June 13
7am-8am Breakfast
8am-8:15am Welcome Remarks
IPG Team
8:15am-9:15am What’s Your Pink Cadillac?
Ryan Campbell, Keynote Speaker
9:15am-10am The Power of Trusts in Estate Planning
Polly Blomquist, Owner/Attorney at Complete Estate & Probate Law
10am-10:15am Break
10:15am-10:45am Carrier Presentation
Carrie Freeburg, Senior VP of Product & Marketing at SILAC
10:45am-11:15am Retirement Analyzer
Steve Goldstein, Founder of Thomas Gold Solutions
11:15am-12pm Ask an Agent: An Interactive Panel Discussion
Lyall & Tina Donnelly, Rod Moore, Jim Hutson
12pm-1:30pm Lunch, Expo Hall Networking
1:30pm-2:30pm No Excuses: Break Through Fear and Adversity to Play a Bigger Game in Business and Life
David Atkins, Keynote Speaker
2:30pm-3pm Impact of Volatility on FIA Participation Rates
Joshua Levine, Director of Insurance Sales at Bank of America
3pm-3:45pm What to Expect from Today’s Evolving Regulatory Landscape
Kim O’Brien, CEO of FACC
3:45pm-4pm Closing Remarks
IPG Team
4pm-5pm Happy Hour & Networking
6pm-9pm An Evening Out on Ideal Producers Group
June 14
7:30am-8:30am Breakfast
8:30am-9am Carrier Presentation
Tiya Stanley, VP of National Accounts at F&&G
9am-9:30am Digital Marketing Tips and Trends
Erica Pounder, CMO at Azella
9:30am-10am Carrier Presentation
Rudy Mehl, Head of Sales/Distribution, Farmers Life
10am-10:15am Break
10:15am-11am Living Benefits: The New Kind of Life Insurance
Lyall Donnelly, Founding Partner at The Donnelly Team
11am-11:15am A Sweet Celebration of Ideal Producers Group
11:15am-11:30am Closing Remarks
IPG Team

FOR AGENT USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.