Thank you for confirming your registration for the August 2025 IPG Forum!
We look forward to hosting you and providing you with information you can take back and immediately implement in your practice. Once your attendance is complete, we’ll promptly reimburse you for your flight. If you have any questions, please email Jill Donnici for assistance.
FOR AGENT USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.
Take an inside look at our organization while mastering new sales and marketing strategies you can use immediately back at the office.
August 2025 Marketing Meeting
Wednesday, August 6 – Friday, August 8
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…David’s goal is to identify practice management areas in which he can provide an extra layer of support to create efficiencies and streamline processes for those he serves. Agents can count on him to be honest, loyal and prompt to respond. Having spent time working in a family business, David has unique insight into overcoming challenges advisors in similar situations may face. He is also sure to stay abreast of industry changes to deliver relevant and informed guidance that keeps his producers competitive and thriving in the marketplace.
David and his wife, Nancy, have two sons, Josh and James. Outside of the office, David enjoys biking and working out, travel and reading. He also makes it a priority to spend time with his family and serve the community.
She began her career as a New Business Processor, but quickly knew she was ready to help Producers as a Senior Annuity Consultant. Along the fast track to earning the position she wanted, Stephanie also passed the test to receive her CAS (Certified Annuity Specialist) designation. She states,
Even after years in the business, I get very excited about helping a new producer get licensed with us. We have so much to offer, I know I can make a difference in their business.
…When Kim isn’t helping the best producers in the business get better, you can find her spending time with her husband Jarrod and her children Tanner and Tori. Kim’s greatest passion is watching her son play baseball at the collegiate level and her daughter play competitive volleyball and softball. She is also a huge KC Royals and KC Chiefs fan.
…Holly realizes that it’s not just about the latest product or fad, she really gets to know her producers and what they as individuals are interested in as well as what their clients’ interests. Holly values her agents and grows with them in their practice and builds true friendships. She prides herself in being proactive and very responsive with her clients and loves to help in any way she can. She loves marketing and helping her agents take their business to the next level with helpful sales solutions.
When Holly is not helping her clients, she loves spending time in the Kansas City area with her husband Brian and three young children, Kobe, Kinzie and Kael. She is very involved in her kids’ school activities and sports which include swimming, running, cheer, baseball, softball, basketball and golf. She is also an avid runner herself as well as a triathlete — her three kids and husband also participate in triathlons.
“I’ve been helping annuity and life producers for more than 25 years, and it never gets old. I think part of the reason is that we encourage our Members to bring us their difficult cases or challenge us with their unique needs, because if they know they can count on us when the job is tough, then they are confident in our services every day.”
Prior to developing and leading the marketing team at Ideal, Karen was the successful manager of a team of annuity advisors responsible for over $300 million in annual premium. And, though her previous position was with a much larger organization, Karen believes the competition has nothing on IPG. She explains,
“It is so exciting to be able to work at Ideal Producers Group where we are a boutique IMO, yet we offer our Members so much! From knowledge and education to incentives and bonuses to service and support, we provide it all. We invest everything we can back into our Agents because, after all, they are the reason we exist.”
Karen lives in Shawnee, Kan., and is the proud mom of five wonderful children: Kyle, who lives in Oklahoma with his wife, Sierra; Dalton, who’s currently attending Dallas Baptist University; Kennedy, who’s currently attending Oklahoma Wesleyan University; Delaney, a junior in high school; and Kaitryn, a seventh grader. Karen is passionate about her faith, her family and her close friends, and travels frequently to connect with them all and create balance in her life.
Though she has a huge love for the Kansas City Chiefs, Karen carries a soft spot in her heart for the Denver Broncos, care of her dad. You will also never catch her missing a KU basketball game!