Elevate 2024
Exclusive training for growth-focused producers
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Agenda
| June 12 | ||
|---|---|---|
| 6pm-9pm | Welcome Reception | Condesa 8 |
| June 13 | ||
|---|---|---|
| 7am-8am | Breakfast | Condesa 8 |
| 8am-8:15am | Welcome Remarks IPG Team |
Condesa 9 |
| 8:15am-9:15am | What’s Your Pink Cadillac? Ryan Campbell, Keynote Speaker |
Condesa 9 |
| 9:15am-10am | The Power of Trusts in Estate Planning Polly Blomquist, Owner/Attorney at Complete Estate & Probate Law |
Condesa 9 |
| 10am-10:15am | Break | |
| 10:15am-10:45am | Carrier Presentation Carrie Freeburg, Senior VP of Product & Marketing at SILAC |
Condesa 9 |
| 10:45am-11:15am | Retirement Analyzer Steve Goldstein, Founder of Thomas Gold Solutions |
Condesa 9 |
| 11:15am-12pm | Ask an Agent: An Interactive Panel Discussion Lyall & Tina Donnelly, Rod Moore, Jim Hutson |
Condesa 9 |
| 12pm-1:30pm | Lunch, Expo Hall Networking | Condesa 8, Condesa 5 & 6 |
| 1:30pm-2:30pm | No Excuses: Break Through Fear and Adversity to Play a Bigger Game in Business and Life David Atkins, Keynote Speaker |
Condesa 9 |
| 2:30pm-3pm | Impact of Volatility on FIA Participation Rates Joshua Levine, Director of Insurance Sales at Bank of America |
Condesa 9 |
| 3pm-3:45pm | What to Expect from Today’s Evolving Regulatory Landscape Kim O’Brien, CEO of FACC |
Condesa 9 |
| 3:45pm-4pm | Carrier Callouts & Closing Remarks IPG Team |
Condesa 9 |
| 4pm-5pm | Happy Hour & Networking | Condesa 5 & 6 |
| 6pm-9pm | An Evening Out on Ideal Producers Group | View Details |
| June 14 | ||
|---|---|---|
| 7:30am-8:30am | Breakfast | Condesa 8 |
| 8:30am-9am | Carrier Presentation Tiya Stanley, VP of National Accounts at F&G |
Condesa 9 |
| 9am-9:30am | Digital Marketing Tips and Trends David Roberson, CEO and Founder at Azella Erica Pounder, Marketing Operations at Azella |
Condesa 9 |
| 9:30am-10am | Carrier Presentation Rudy Mehl, Head of Sales/Distribution, Farmers Life |
Condesa 9 |
| 10am-10:15am | Break | |
| 10:15am-11am | Living Benefits: The New Kind of Life Insurance Lyall Donnelly, Founding Partner at The Donnelly Team |
Condesa 9 |
| 11am-11:15am | A Sweet Celebration of Ideal Producers Group | Condesa 9 |
| 11:15am-11:30am | Closing Remarks IPG Team |
Condesa 9 |
FOR AGENT USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.