IUL
Academy

August 03-04, 2023
Minneapolis, MN
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.
Join us in Des Moines to expand your skillset, spark inspiration,
and build connections that empower you to grow your business.
Sponsored by:
Allianz
Apply Today
Registration Full
Sorry, we are no longer accepting applications for this event. Please check our schedule for future Academies.
Event Starts in:
Showtime!
Featured Academy Speakers
Event speakers are subject to change

Scott
Kellen

Divisional Vice President,
Life Distribution

Jon
Salomon

President, Optima Financial & Insurance Services

Paul
Huber

Regional Sales Director,
Life Distribution

Angela
Forga

New Business Manager,
Enterprise Operations

Kirsta
Johnson

Life
Distribution

Aaron
Hacker

Underwriter Principal,
Enterprise Operations

Mark
Paulson

AIM VP/Allianz Director,
Hedge Business Development

Austin
Bichler

AVP Actuary, Actuarial

Matt
Smith

Senior External Wholesaler,
FMO Distribution

Corey
Luke

AVP, Life Product Innovation

Jordan
Skog

Sr. Advanced
Markets Consultant

Curtis
Hawks

Executive Vice President
CMO
This is a
2-Day Event
Our IUL Academy will be packed full of presentations and entertainment to inspire, enrich and grow your business.
Apply Today
IAMS Academy Sponsor
About Our Sponsor:
North AmericanImage

Allianz annuities and life insurance: for all that's ahead

For more than 125 years, Allianz Life Insurance Company of North America (Allianz) has been helping Americans like you prepare for their financial future.
Learn More
Image

Minneapolis, MN

Academy Agenda

August 03-04, 2023

Download Current Syllabus

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

Thursday, August 03

1:45 p.m.
Group transfer from Minneapolis Marriott West Hotel to Allianz Home Office.
Meet in the hotel lobby by 1:35 p.m. Allianz staff onsite for assistance.
 
2:00 p.m.

Opening Comments

Scott Kellen, Divisional Vice President, Life Distribution
Rourke Training Center
2:15 p.m.
Hear from John Salomon
 
2:30 p.m.
Life Product Positioning
Krista Johnson, Life Distribution
 
3:30 p.m.
Break
 
3:45 p.m.
Underwriting and New Business
– The Ease of Doing Business - TBD
Rourke Training Center
4:30 p.m.
Relationship Management
- TBD
 
4:45 p.m.
Closing Comments
Scott Kellen
 
5:00 p.m.

Dinner/Reception

Bistro/Courtyard, Bldg. B
6:30 p.m.
Group Departure from home office to Hotel.
Attendees will be leaving from Building B main lobby
 

Friday, August 04

7:45 a.m.
Group transfer from hotel to Allianz Home Office
Meet in the hotel lobby by 7:35 a.m. Allianz staff onsite for assistance.
 
8:00 a.m.
Breakfast
 
8:30 a.m.
Opening Comments
Scott Kellen
Rourke Training Center
8:45 a.m.
IAMS Tools and Resources
Curtis Hawks, IAMS
 
9:30 a.m.
Strength of Allianz
Mark Paulson / Austin Bichler
 
10:30 p.m.
Break
 
10:45 a.m.
Competitive Advantage
Corey Luke
Rourke Training Center
11:30 a.m.
Advanced Markets
Jordan Skog
 
12:00 p.m.
Closing Comments
Scott Kellen
 
12:10 p.m.
Group Departures to Airport
Allianz staff onsite for departure assistance.
Box lunches are available upon departure.
 
Image

Minneapolis, MN

Academy Agenda

August 8-10, 2023

Download Current Syllabus

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

Tuesday, August 3

 
Hotel Checkin
1:50 p.m.

Depart to Home Office
Meet in the hotel lobby for transportation.
Staff will be onsite for assistance.

Allianz Home Office
Rourke Training Center
2:00 p.m.
Opening Comments

Jason Wellmann - Senior Vice President,
Head of Life Distribution
Scott Kellen - Divisional Vice President,
Life Distribution

2:05 p.m.
No Limits
Eric Thomes - Chief Distribution Officer,
Allianz Life Insurance Company
2:30 p.m.
Optima Update

Jon Solomon - President,
Optima Financial & Insurance Services

2:45 p.m.
Product Positioning

Paul Huber - Regional Sales Director,
Life Distribution

3:45 p.m.
Break
 
4:00 p.m.
Underwriting and New Business

Angela Forga - New Business Manager,
Enterprise Operations
Aaron Hacker - Underwriter Principal,
Enterprise Operations

4:45 p.m.
Closing Comments

Scott Kellen - Divisional Vice President,
Life Distribution

4:45 p.m.
Reception/Dinner
Bistro, Bldg. B
7:00 p.m.
Depart to Hotel
Allianz staff will be onsite for assistance.
Hotel

Wednesday, August 4

7:50 a.m.

Depart to Home Office
Meet in the hotel lobby for transportation.
Staff will be onsite for assistance.

 
8:00 am
Breakfast
Back of Café A
8:30 a.m.
Opening Comments
Scott Kellen - Divisional Vice President,
Life Distribution
8:35 a.m.
Strength of Allianz

Mark Paulson - AIM VP/Allianz Director,
Hedge Business Development
Austin Bichler - AVP Actuary, Actuarial

9:35 a.m.
Premium Finance

Todd Petit - AVP Advanced and Specialty Markets,
Distribution Sales Development
Scott Kellen - Divisional Vice President,
Life Distribution

10:30 a.m.
Break
 
10:45 a.m.
Product Positioning: FIAs

Matt Smith - Senior External Wholesaler,
FMO Distribution

11:45 a.m.
Lunch
 
12:30 p.m.
Advanced Markets Resources

David Foster - Senior Director, Advanced Markets,
Distribution Sales Development

1:00 p.m.
Competitive Advantage

Corey Luke - AVP, Life Product Innovation

2:00 p.m.
Closing Comments
Scott Kellen - Divisional Vice President,
Life Distribution
2:00 p.m.
Depart for airport
Allianz staff will be onsite for assistance
 

A Sampling of Companies We Work with:

A Sampling of Companies We Work with: