ACADEMY
Life & Annuity
Academy


Includes hotel accommodations, food and drink, and attendance
at all seminar presentations.
*Not charged until time of registration
Jacob
Mollman
Paige
Phelps
Steven
Poppe
LeonFitch
James
Moran
Amie
Moran
Jereme
Roodhouse
BrianLowery
Dan
McGrath
JimCapuano
Steve
Goldstein
Rick
Katz
Clifford
Blodgett
Kent
Jacquay
Steve
Murray
Chris
Conroy
Curtis
Hawks
Ryan
Campbell
Laura
Johnson
Jake
Brunton
PaulWilliams
John
LaMaster
CJJennings
Academy Agenda
May 13-15, 2026
Omaha, NE
The Academy syllabus is subject to change,
please double-check these details prior to the event.
Wednesday, May 13
Cocktail & Hors D’oeuvre Reception
Thursday, May 14
17879 Chicago Street, Omaha, NE, 68118
Hilton Garden Inn Omaha West
IAMS - Home Office
505 N. 210th St., Elkhorn, NE 68022
Steven Poppe - National Life Specialist
Dan McGrath - Course Instructor IRMAA Navigator
Jim Capuano - The Integrity Life Brokerage
New Business Best Practices
& IAMS Online Tools
- Working Lunch
Laura Johnson - Vice President,
Annuity Sales Director
Jake Brunton - Annuity Sales Director
James Moran - President, Global Financial Trust
Amie Moran - Investment Advisor Representative,
Global Financial Trust
Depart for Dinner
Friday, May 15
17879 Chicago Street, Omaha, NE, 68118
Hilton Garden Inn Omaha West
IAMS - Home Office
505 N. 210th St., Elkhorn, NE 68022
James Moran - President, Global Financial Trust
Amie Moran - Investment Advisor Representative,
Global Financial Trust
Building Your Marketing Foundation
Working Lunch
Curtis Hawks - Executive Vice President, CMO, Head of Life Sales
CJ Jennings - Marketing Implementation Specialist
FEATURED ACADEMY TOPICS:
- Multi-Million Dollar Keynote Speakers
- Creating an Endless Stream of Prospects
- Advanced Sales Strategies
- Producer Sales Ideas
- Marketing Strategies for a Digital Age
- Macro Tax Planning
- Building Your Brand
IAMS Wealth Management:
Platform, Tools, and Technology- Building Your Brand
- Unlocking the Secrets to Tax-Free Income
- Practice Development Ideas
- Indexing Tools
- Retirement Planning Technology










