Life & Annuity
Academy

June 4-6, 2025
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.
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There is no fee to apply!
Join us in Des Moines to expand your skillset, spark inspiration,
and build connections that empower you to grow your business.
Sponsored by:
Athene
Join us at our Life & Annuity Academy for an exclusive opportunity to elevate your expertise, enrich your business, and pave the way for success! Unlock your potential - apply now with no upfront fees.
Academy Tuition:
$500/attendee*

Includes hotel accommodations, food and drink, and attendance at all seminar presentations.
*Not charged until time of registration

Here's the exciting part!
From the date of application through 90 days post-academy, if you produce $250,000 of qualifying FIA premium or life insurance equivalent, you will earn a full refund of the $500 tuition fee. If you are selected to attend and your production hits the threshold before registration, you'll sail through with zero tuition fees! It's not just an investment in yourself, it's a win-win opportunity!
Featured Academy Speakers
Event speakers are subject to change

Molly
McEwin

Sales Director

Matt
Gill

President, Decision 1 Financial

James
Moran

Global Financial Trust

John
Entingh

President
Entingh Financial Services

Jeremey
Roodhouse

Managing Partner at LegacyLock

Dan
McGrath

Course Instructor IRMAA Navigator

Jim
Capuano

The Integrity Life Brokerage

Dave
Baker

Fiduciary Investment Advisor

Clifford
Blodgett

Digital Marketing Strategist

Kent
Jacquay

founder of Indexalzer

Loren
Hollingsworth

Director of Advanced Solutions

Steve
Goldstein

Founder
Retirement Analyzer

Zach
Reeg

Director of
Financial Planning

Chad
Carlos

Wealth Advisor

Steve
Murray

President
CEO

Chris
Conroy

Executive
Vice President

Curtis
Hawks

Executive Vice President
CMO

Laura
Johnson

Vice President
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
Athene

Since 1935, SILAC Insurance Company® has been a trusted leader for your savings and retirement needs. Saving for retirement is increasing in importance as we are all living longer. Annuities can help you achieve your goals for retirement savings.

We are here to help you build the future for you and your loved ones.

LEARN MORE
North American
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.

Here’s how we can help—North American offers flexible products designed to meet your long-term goals. Now that’s a smart plan.
LEARN MORE

Academy Agenda

June 4-6, 2025

Omaha, NE

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

Wednesday, April 2

Afternoon

Arrivals -
The Rewind, Tapestry Collection by Hilton

6075 Mills Civic Pkwy.
W. Des Moines, IA 50266

5:00 p.m.
Cocktail & Hors D’oeuvre Reception
The Rewind - Salon A
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.
Legislative Risk & Tax Advantaged Distribution Options and Success with SPL
Curtis Hawks - Executive Vice President, CMO
7:20 p.m.
Build your brand through Education
Dr. Brenda Oldham - President, Ram Insurance & Financial Services

Thursday, April 3

6:30 a.m.
Breakfast at Hotel
Johnny’s Italian Steakhouse at the Rewind
7:45 a.m.

Bus Departs Hotel for
Athene’s Home Office

7700 Mills Civic Pkwy,
West Des Moines, IA 50266

8:15 a.m.
Welcome & Athene Company Story
Mike Downing - Chief Operating Officer
9:00 a.m.
Product Pricing & Diversification

Mackenzie Galli
- AVP Product Development

9:45 a.m.
HSBC Discussion

Holly Roberson - Vice President, Quantitative Investment Solutions
HSBC Global Banking and Markets

10:15 a.m.
Break
 
10:30 a.m.
Product and Sales Ideas

Harold Dilema
- VP Relationship Manager

11:00 a.m.
Communication Behaviors

Patti Hausherr
- Vice President, Sales Strategy

12:00 p.m.
Compliance Update - Working Lunch
Chad Batterson - Vice President, Compliance
1:00 p.m.
Roth Conversion Alternative

Loren Hollingsworth
- Advanced Solutions Expert

1:50 p.m.
Retirement Analyzer

Steve Goldstein
- Founder, Retirement Analyzer

1:50 p.m.
IAMS Wealth Management
Chad Carlos - Wealth Advisor
Zach Reeg, CFP® - Director of Financial Planning
3:00 p.m.
Break
 
3:25 p.m.

10X your business with LegacyLock

Jereme Roodhouse - Managing Partner at LegacyLock
4:15 p.m.
The Perfect First Appointment
Matt Gill - President, Decision 1 Financial, Top Producer
5:00 p.m.
Top Producer Panel
Chris Conroy - Executive Vice President, Head of Annuity Sales
5:20 p.m.
Group Photo
Athene Commons
5:25 p.m.
Dinner/Drinks & Tour
Athene Home Office
Download Current Syllabus

Friday, April 4

6:00 a.m.
Breakfast at Hotel
Johnny’s Italian Steakhouse at the Rewind
7:45 a.m.
Bus Departs Hotel for Athene’s Home Office/Bring your Luggage
7700 Mills Civic Pkwy, West Des Moines, IA 50266
8:00 a.m.
Federal Bridge
Dave Baker - Founder, Federal Bridge
8:40 a.m.
Indexalyzer
Kent Jacquay - Founder, Indexalyzer
9:10 a.m.
IRMAA Navigator

Dan McGrath - Course Instructor IRMAA Navigator
Jim Capuano - President, The Integrity Life Brokerage

10:10 a.m.
Break
 
10:20 a.m.
Safe Money Events
Clifford Blodgett - Digital Marketing Strategist
11:00 a.m.
New Business Best Practices & IAMS Online Tools
Laura Johnson - Vice President, Annuity Sales Director
11:30 a.m.
Building Your Marketing Foundation - Working Lunch - To go if needed
Curtis Hawks - Executive Vice President, CMO, Head of Life Sales
12:30 p.m.
Departures to Airport
 

FEATURED ACADEMY TOPICS:

  • Multi-Million Dollar Keynote Speakers
  • Creating an Endless Stream of Prospects
  • Advanced Sales Strategies
  • Producer Sales Ideas
  • Marketing Strategies for a Digital Age
  • Macro Tax Planning
  • Building Your Brand

  • IAMS Wealth Management:
    Platform, Tools, and Technology

  • Building Your Brand
  • Unlocking the Secrets to Tax-Free Income
  • Practice Development Ideas
  • Indexing Tools
  • Retirement Planning Technology