ACADEMY
Life & Annuity
Academy
August 09-11, 2023
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.
Featured Academy Speakers
Event speakers are subject to change
Austin
Eller
Jason
Goodrich
Matt
Gill
John
Entingh
Clifford
Blodgett
Loren
Hollingsworth
Steve
Goldstein
Duncan
Smith
Steve
Murray
Chris
Conroy
Curtis
Hawks
Laura
Johnson
Lisa
Lachendro
Beth
Ricklefs
Sandy
Albers
Tim
Watts
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
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.
Learn More
About Our Sponsor:
EquiTrust is a national insurance carrier offering competitive, client-friendly annuity products through the independent channel. Our suite of annuity products include bonus and non-bonus fixed index annuities with income riders, a long-term care hybrid fixed index annuity with wellness rider, as well as multi-year guarantee, traditional fixed rate and immediate annuities. EquiTrust provides competitive agent compensation and exceptional sales and marketing support.
Learn More
Academy Agenda
August 09-10, 2023
Omaha, NE
The Academy syllabus is subject to change,
please double-check these details prior to the event.
Wednesday, August 09
5:00 p.m.
Cocktail & Hors D’oeuvre Reception
Aloft - the Ballroom
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.
Annuity Landscape
Chris Conroy - Executive Vice President
7:00 p.m.
Fiduciary C.A.R.E. Program
Matt Gill - President, Decision 1 Financial
Thursday, August 10
6:30 a.m.
Breakfast at Hotel
Aloft - the Ballroom
7:45 a.m.
Shuttle departs to IAMS’ Home Office
IAMS Home Office
505 N. 210th St, Elkhorn, NE
505 N. 210th St, Elkhorn, NE
8:00 a.m.
North American
Austin Eller - Vice President of Sales
9:30 a.m.
Leveraging the Annuity Sales Team
Laura Johnson - Vice President,
Annuity Sales Director
Annuity Sales Director
10:00 a.m.
Break
10:10 a.m.
Retirement Analyzer
Steve Goldstein , CFP®, ChFC®
- Founder, Retirement Analyzer
- Founder, Retirement Analyzer
11:00 a.m.
Leveraging Tax Opportunities
to Create Tax-Free Income
John Entingh
- President, Entingh Financial Services
11:45 a.m.
Sterling Appointment Program
Curtis Hawks - Executive Vice President, CMO
12:10 p.m.
Lunch
IAMS Home Office
1:00 p.m.
IAMS Wealth Management
Duncan Smith - Director of National Sales
1:50 a.m.
Roth Conversion Alternative
Loren Hollingsworth
- Director of Advanced Solutions
- Director of Advanced Solutions
2:40 p.m.
Success with SPL
Sandy Albers
- Single Premium Life Business Manager
- Single Premium Life Business Manager
3:00 p.m.
Break
3:10 p.m.
Tap Into a $35 Trillion Dollar
Market with Legacy Lock
Jeremy Dopp - Managing Partner at LegacyLock
4:00 p.m.
Success with Story Selling
Matt Gill - President, Decision 1 Financial
4:30 p.m.
Top Producer Panel
Chris Conroy - Executive Vice President
5:30 p.m.
Group Photo
In Front of the IAMS Building or in the Lobby
Friday, August 11
6:30 a.m.
Breakfast at Hotel
Aloft - the Ballroom
7:45 a.m.
Shuttle departs to IAMS’ Home Office
IAMS Home Office
505 N. 210th St, Elkhorn, NE
505 N. 210th St, Elkhorn, NE
8:00 a.m.
Equitrust
Jason Goodrich - National Vice President at EquiTrust Life Insurance
9:30 a.m.
Legislative Risk & Tax Advantaged
Distribution Options
Tim Watts - Annuity Sales Director
9:50 a.m.
Drive More Sales Stonewood Financial
Beth Ricklefs , MSM CLU CHFC - Life Sales Director
10:10 a.m.
Break
10:20 a.m.
Safe Money Events
Clifford Blodgett - Digital Marketing Strategist
11:05 a.m.
New Business Best Practices &
IAMS Online Tools
Laura Johnson - Vice President, Annuity Sales Director
Lisa Lachendro - Annuity Sales Director
11:30 a.m.
Working Lunch
Building your Marketing Foundation
IAMS Home Office
Curtis Hawks - Executive Vice President, CMO