Life & Annuity
Academy

August 09-11, 2023
Omaha, NE
The IAMS Producer Academy is a three-day Life & Annuity training course certain to help grow your business and establish lasting relationships with clients, fellow agents, and your IAMS marketing team.
Join us in Des Moines to expand your skillset, spark inspiration,
and build connections that empower you to grow your business.
Sponsored by:
ImageEquiTrust Life Insurance
Event Starts in:
Showtime!
Featured Academy Speakers
Event speakers are subject to change

Austin
Eller

Vice President of Sales

Jason
Goodrich

National Vice President

Matt
Gill

President, Decision 1 Financial

Jeremy
Dopp

Managing Partner at LegacyLock
founder Security First Financial

John
Entingh

President
Entingh Financial Services

Clifford
Blodgett

Digital Marketing Strategist

Loren
Hollingsworth

Director of Advanced Solutions

Steve
Goldstein

Founder
Retirement Analyzer

Duncan
Smith

Director of
National Sales

Steve
Murray

President
CEO

Chris
Conroy

Executive
Vice President

Curtis
Hawks

Executive Vice President
CMO

Laura
Johnson

Vice President
Annuity Sales Director

Lisa
Lachendro

Annuity Sales Director

Beth
Ricklefs

Life Sales Director

Sandy
Albers

Single Premium Life
Business Manager

Tim
Watts

Annuity Sales Director
This is a
3-Day Event
Our Life & Annuity Academy will be packed full of presentations and entertainment to inspire, enrich and grow your business.
View Agenda
IAMS Academy Sponsor
About Our Sponsor:
ImageImage
Athene Annuity and Life Company is a leading fixed annuity carrier that is financially strong and highly rated. We are focused on providing solutions for the increasing number of individuals and institutions seeing to fund their retirement needs. Our drive, discipline and confidence can help you achieve more. Click below to learn more about our innovative and fast-growing company.
Learn More
IAMS Academy Sponsors
About Our Sponsor:
North AmericanImage
At North American, we know you want to be a smart planner when it comes to your financial future. In order to do that, you need tools and guidance you can trust. We believe that we aren’t here to serve just today’s customers, but customers for generations to come. As we look ahead to our next hundred years, that fundamental principle remains rich in its vision. No matter how much change happens in the world around us, we strive to find new ways to create value for our customers. Just like always.
Learn More
About Our Sponsor:
North AmericanImage
EquiTrust is a national insurance carrier offering competitive, client-friendly annuity products through the independent channel. Our suite of annuity products include bonus and non-bonus fixed index annuities with income riders, a long-term care hybrid fixed index annuity with wellness rider, as well as multi-year guarantee, traditional fixed rate and immediate annuities. EquiTrust provides competitive agent compensation and exceptional sales and marketing support.
Learn More

Academy Agenda

August 09-10, 2023

Omaha, NE

Download Current Syllabus

The Academy syllabus is subject to change,
please double-check these details prior to the event.

Wednesday, August 09

Afternoon
Arrivals

Aloft - Omaha West
215 S 181st St
Omaha, NE 68022

5:00 p.m.
Cocktail & Hors D’oeuvre Reception
Aloft - the Ballroom
5:30 p.m.
Introduction

Steve Murray - President, CEO

5:45 p.m.
Brand Better with IAMS Creative

Curtis Hawks - Executive Vice President, CMO

6:15 p.m.
Annuity Landscape

Chris Conroy - Executive Vice President

7:00 p.m.
Fiduciary C.A.R.E. Program
Matt Gill - President, Decision 1 Financial

Thursday, August 10

6:30 a.m.
Breakfast at Hotel
Aloft - the Ballroom
7:45 a.m.
Shuttle departs to IAMS’ Home Office
IAMS Home Office
505 N. 210th St, Elkhorn, NE
8:00 a.m.
North American

Austin Eller - Vice President of Sales

9:30 a.m.
Leveraging the Annuity Sales Team
Laura Johnson - Vice President,
Annuity Sales Director
10:00 a.m.
Break
 
10:10 a.m.
Retirement Analyzer
Steve Goldstein , CFP®, ChFC®
- Founder, Retirement Analyzer
11:00 a.m.
Leveraging Tax Opportunities to Create Tax-Free Income

John Entingh
- President, Entingh Financial Services

11:45 a.m.
Sterling Appointment Program
Curtis Hawks - Executive Vice President, CMO
12:10 p.m.
Lunch
IAMS Home Office
1:00 p.m.
IAMS Wealth Management
Duncan Smith - Director of National Sales
1:50 a.m.
Roth Conversion Alternative
Loren Hollingsworth
- Director of Advanced Solutions
2:40 p.m.
Success with SPL
Sandy Albers
- Single Premium Life Business Manager
3:00 p.m.
Break
 
3:10 p.m.
Tap Into a $35 Trillion Dollar Market with Legacy Lock
Jeremy Dopp - Managing Partner at LegacyLock
4:00 p.m.
Success with Story Selling
Matt Gill - President, Decision 1 Financial
4:30 p.m.
Top Producer Panel
Chris Conroy - Executive Vice President
5:30 p.m.
Group Photo
In Front of the IAMS Building or in the Lobby
5:45 p.m.
Dinner/Drinks

Pitch Pizzeria
17808 Burke St, Omaha, NE 68118

Friday, August 11

6:30 a.m.
Breakfast at Hotel
Aloft - the Ballroom
7:45 a.m.
Shuttle departs to IAMS’ Home Office
IAMS Home Office
505 N. 210th St, Elkhorn, NE
8:00 a.m.
Equitrust

Jason Goodrich - National Vice President at EquiTrust Life Insurance

9:30 a.m.

Legislative Risk & Tax Advantaged
Distribution Options

Tim Watts - Annuity Sales Director
9:50 a.m.
Drive More Sales Stonewood Financial

Beth Ricklefs , MSM CLU CHFC - Life Sales Director

10:10 a.m.

Break
 
10:20 a.m.
Safe Money Events
Clifford Blodgett - Digital Marketing Strategist
11:05 a.m.

New Business Best Practices &
IAMS Online Tools

Laura Johnson - Vice President, Annuity Sales Director
Lisa Lachendro - Annuity Sales Director

11:30 a.m.
Working Lunch
Building your Marketing Foundation
IAMS Home Office
Curtis Hawks - Executive Vice President, CMO

A Sampling of Companies We Work with:

A Sampling of Companies We Work with: