ACADEMY
Life & Annuity
Academy
August 20-22, 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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Sponsored by:
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
JeffMoore
Regional Sales Manager
LeonFitch
Executive Sales Distribution Leader
Matt
Gill
President, Decision 1 Financial
James
Moran
Global Financial Trust
Amie
Moran
Global Financial Trust
Court
Pitcher
Managing Partner at LegacyLock
Dan
McGrath
Course Instructor IRMAA Navigator
JimCapuano
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
Retirement Analyzer
Duncan
Smith
Director of
National Sales
National Sales
Chad
Carlos
Wealth Advisor
Steve
Murray
President
CEO
CEO
Chris
Conroy
Executive
Vice President
Vice President
Curtis
Hawks
Executive Vice President
CMO
CMO
Laura
Johnson
Vice President
Annuity Sales Director
Annuity Sales Director
John
LaMaster
Life 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 Sponsors
We’re dedicated to strong financial stability and growth to operate responsibly and fairly for everyone – from you, to our employees, to our business partners. These ratings1 are provided to you so that you can make a comparison of American National insurance companies to other companies.
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Since 1996, EquiTrust has demonstrated exceptional growth by achieving $33.6 billion in assets under management. For the eighth consecutive year, EquiTrust is recognized among the “Wards 50” of top life and health insurance companies. As a result of hard work and talented people, we are doing well.
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Academy Agenda
August 20-22, 2025
Omaha, NE
The Academy syllabus is subject to change,
please double-check these details prior to the event.
Wednesday, August 20
5:00 p.m.
Cocktail & Hors D’oeuvre Reception
18881 W Dodge Rd., Elkhorn, NE 68022
IAMS Wealth Management - Home Office
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.
Building Your Business
- Today, Tomorrow, and Into Succession
- Today, Tomorrow, and Into Succession
James Moran - President, Global Financial TrustAmie Moran - Investment Advisor Representative,
Global Financial Trust
6:35 p.m.
Annuity Landscape
Chris Conroy - Executive Vice President
Thursday, August 21
6:30 a.m.
Breakfast at Hotel
Hilton Garden Inn Omaha West
7:45 a.m.
Bus Departs Hotel for
IAMS’ Home Office
505 N. 210th Street
Elkhorn, NE 68022
8:00 a.m.
EquiTrust
Leon Fitch - Executive Sales Distribution Leader
9:30 a.m.
Break
9:40 a.m.
Single Premium Life Insurance
John LaMaster - Life Sales Director
10:00 a.m.
10x your business with LegacyLock
Court Pitcher - Managing Partner at LegacyLock
10:45 a.m.
Federal Bridge
Dave Baker FERSTM - Founder, Federal Bridge
11:35 a.m.
Indexalyzer
Kent Jacquay - Founder, Indexalyzer
12:15 p.m.
New Business Best Practices
& IAMS Online Tools - Working Lunch
Laura Johnson - Vice President,
Annuity Sales Director
1:00 p.m.
Your Perfect Presentation
James Moran - President, Global Financial Trust
2:00 p.m.
The Perfect First Appointment
Matt Gill - President, Decision 1 Financial, Top Producer
2:50 p.m.
Break
3:00 p.m.
Safe Money Events
Clifford Blodgett - Digital Marketing Strategist
3:45 p.m.
Intro to IAMS Wealth Management
Duncan Smith - Director of Business Development
Chad Carlos - Wealth Advisor
4:30 p.m.
Roth Conversion Alternative
Loren Hollingsworth - Advanced Solutions Expert
5:10 p.m.
Top Producer Panel
Hosted by: Chris Conroy - Executive Vice President, Head of Annuity Sales
5:40 p.m.
Group Photo
Front of Building or Lobby
Friday, August 22
6:30 a.m.
Breakfast at Hotel
Hilton Garden Inn Omaha West
7:45 a.m.
Bus Departs Hotel for
IAMS’ Home Office
505 N. 210th Street
Elkhorn, NE 68022
8:00 a.m.
American National
Jeff Moore - Regional Sales Manager
9:30 a.m.
Break
9:40 a.m.
IRMAA Navigator
Dan McGrath - Course Instructor IRMAA Navigator
Jim Capuano - President, The Integrity Life Brokerage
10:40 a.m.
Retirement Analyzer
Steve Goldstein - Founder Retirement Analyzer
11:40 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