IUL
Academy

July 21-23, 2025
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.
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.
Sorry, this event is full, and registration is now closed. Please view our schedule for future opportunities.
View Schedule
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.

Sorry, we are no longer
accepting applications for this event.
Registration Full.

Featured Academy Speakers
Event speakers are subject to change

Andrew
Herrera

Regional Vice President

Chris
Wild

Actuary

Chris
Regione

Chief Underwriter

Polina
Engel

Director - Advanced Markets

Curtis
Hawks

Executive Vice President
CMO

Dan
McGrath

Course Instructor IRMAA Navigator
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:
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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

July 21-23, 2025

Download Current Syllabus

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

Monday, July 21

Afternoon
Arrivals
The Talbott Hotel
20 E Delaware Place
Chicago, IL 60611
6:45 p.m.
Welcome & Dinner
Lou Malnati’s Chicago - Gold Coast

Tuesday, July 22

8:00 a.m.

Transportation to North American’s Office

 
8:30 a.m.
Welcome/Breakfast
Andrew Herrera - Regional Vice President
Curtis Hawks - Executive Vice President, CMO
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)

Chris Wild - Actuary
11:15 a.m.
Client Solutions Utilizing IUL

Andrew Herrera - Regional Vice President

12:00 p.m.
Lunch/Tour
 
1:00 p.m.

IRMAA Navigator

Dan McGrath - Course Instructor
2:00 p.m.
Marketing Solutions for IUL Prospects
Curtis Hawks - Executive Vice President, CMO
2:30 p.m.
Break
 
2:45 p.m.
Advanced Business Planning Opportunities

Polina Engel - Director, Advanced. Markets

3:45 p.m.
Wrap Up/Why North American?
Curtis Hawks - Executive Vice President, CMO
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, July 23

Departures to the airport
(Checkout by 11:00 a.m.)

A Sampling of Companies We Work with:

A Sampling of Companies We Work with: