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.
Event Starts in:
Apply Today
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:
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Join us at our IUL 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.
Featured Academy Speakers
Event speakers are subject to change

Chris
Grady

Executive VP
Head of Retail Sales

Grant
Smith

Vice President
Relationship Manager

Zack
Brown

Senior Business
Development Wholesaler

Eric
Stanley

Director
Compliance Suitability

Mackenzie
Galli

Actuary
Product Development

Andy
Robertson

President
Capital Indemnity Group

Ted
Harris

Chief Distribution Officer

Chris
Regione

Chief Underwriter

Andrew
Herrera

Regional Vice President

Kat
Neisse

Actuary — Field Liaison

Matt
Gill

President, Decision 1 Financial

Tyler
Randall

National Sales Director

Rudy
Mehl

Vice President of Sales

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

Scott
Bell

Owner
Sterling Financial Group

Rob
Marcovitz

Sterling Financial Group

Steve
Goldstein

Founder
Retirement Analyzer

Dave
Pimper

Radio Coach
Advisor

Rob
Marcovitz

Sterling
Financial Group

Steve
Murray

President
CEO

Chris
Conroy

Executive
Vice President

Curtis
Hawks

Executive Vice President
CMO

Laura
Johnson

Vice President
Annuity Sales Director

Duncan
Smith

Director of
National Sales
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:
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 Sponsor
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
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Chicago, IL

Academy Agenda

August 5-7, 2024

Download Current Syllabus

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

Monday, August 5

Afternoon
Arrivals
The Talbott Hotel
20 E Delaware Place
Chicago, IL 60611
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
8:00 a.m.

Transportation to North American’s Office

 
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
(Deep dive, bonuses, fidelity index)

TBD
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
Loren Hollingsworth
- 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
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.)

A Sampling of Companies We Work with:

A Sampling of Companies We Work with: