IUL
Academy
August 5-7, 2024
Chicago, IL
The IAMS Producer Academy is a two-day IUL 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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Featured Academy Speakers
Event speakers are subject to change
Ted
Harris
Chris
Regione
Andrew
Herrera
Tyler
Randall
Loren
Hollingsworth
Curtis
Hawks
This is a
2-Day Event
Our IUL Academy will be packed full of presentations and entertainment to inspire, enrich and grow your business.
View Agenda
IAMS Academy Sponsor
About Our Sponsor:
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.
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Chicago, IL
Academy Agenda
August 5-7, 2024
The Academy syllabus is subject to change,
please double-check these details prior to the event.
Monday, August 5
7:00 p.m.
Welcome & Dinner
Lou Malnati’s Chicago - Gold Coast
Tuesday, August 6
7:00 a.m.
Breakfast at Hotel
The Talbott Hotel
8:30 a.m.
Welcome
Ted Harris - Chief Distribution Officer
9:00 a.m.
Underwriting
(Large case UW, financial UW,
AU, how to field UW)
Chris Regione - Chief Underwriter
10:00 a.m.
Break
10:15 a.m.
IUL Product Overview
Chris Wild - AVP, Actuary
11:15 a.m.
Sales Concepts Using IUL
Andrew Herrera - Regional Vice President
12:00 p.m.
Lunch/Tour
1:00 p.m.
Stonewood
Tyler Randall - National Sales Director
2:00 p.m.
Advanced Business
Planning Opportunities
Planning Opportunities
Loren Hollingsworth
- Director of Advanced Solutions
- Director of Advanced Solutions
3:00 p.m.
Break
3:15 p.m.
Marketing with IAMS, Inc.
(Options to get in front of prospects)
Curtis Hawks - Executive Vice President, CMO
3:45 p.m.
Wrap Up/Why North American?
Ted Harris - Chief Distribution Officer
Andrew Herrera - Regional Vice President
Andrew Herrera - Regional Vice President
4:00 p.m.
Depart to Hotel
5:15 p.m.
Depart to Cubs Game
5:40 p.m.
Cubs Rooftop
Wednesday, August 7
Departures to the airport
(Checkout by 11:00 a.m.)
(Checkout by 11:00 a.m.)