LIFE & ANNUITY
ACADEMY
Omaha, Nebraska

Life & Annuity
Academy

May 13-15, 2026
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.
Event Starts in:
Sorry, Registration is full. Please check our schedule for our next event. View Schedule
Join us in Des Moines to expand your skillset, spark inspiration,
and build connections that empower you to grow your business.
Sponsored by:
North AmericanEquiTrust Life Insurance Company
Join us at our Life & Annuity 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.
Academy Tuition:
$500/attendee*

Includes hotel accommodations, food and drink, and attendance at all seminar presentations.
*Not charged until time of registration

Here's the exciting part!
From the date of application through 90 days post-academy, if you produce $250,000 of qualifying FIA premium or life insurance equivalent, you will earn a full refund of the $500 tuition fee. If you are selected to attend and your production hits the threshold before registration, you'll sail through with zero tuition fees! It's not just an investment in yourself, it's a win-win opportunity!
Featured Academy Speakers
Event speakers are subject to change

Jacob
Mollman

Vice President of Annuity

Paige
Phelps

Regional Vice President
for Life and Health Insurance

Steven
Poppe

National Life Specialist

Leon
Fitch

Executive Sales Distribution Leader

James
Moran

Global Financial Trust

Amie
Moran

Global Financial Trust

Jereme
Roodhouse

Managing Partner at LegacyLock

Brian
Lowery

Wealth Management & Fiduciary

Dan
McGrath

Course Instructor IRMAA Navigator

Jim
Capuano

The Integrity Life Brokerage

Steve
Goldstein

Founder
Retirement Analyzer

Rick
Katz

Fiduciary Investment Advisor

Clifford
Blodgett

Digital Marketing Strategist

Kent
Jacquay

founder of Ansurex

Steve
Murray

President
CEO

Chris
Conroy

Executive
Vice President

Curtis
Hawks

Executive Vice President
CMO

Ryan
Campbell

Advisor Recruiting Director

Laura
Johnson

Vice President
Annuity Sales Director

Jake
Brunton

Annuity Sales Director

Paul
Williams

Life Sales Director

John
LaMaster

Life Sales Director

CJ
Jennings

Marketing Implementation Specialist
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:
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
About Our Sponsor:
North AmericanImage
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

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

Afternoon
Arrivals

17879 Chicago Street, Omaha, NE, 68118
Hilton Garden Inn Omaha West

5:00 p.m.

Cocktail & Hors D’oeuvre Reception

Hilton Garden Inn - Salon A & B
5:30 p.m.
Introduction
Steve Murray - President, CEO
5:45 p.m.
Brand Better with IAMS Creative
Curtis Hawks - Executive Vice President, CMO
Head of Life Sales
6:15 p.m.
Annuity Landscape
Chris Conroy - Executive Vice President
6:45 p.m.
Intro to IAMS Wealth Management
Ryan Campbell - Advisor Recruiting Director
7:15 p.m.
Supercharge Your Roth Conversions
Brian Lowery - Tax Efficient Systems

Thursday, May 14

6:30 a.m.
Made to Order Breakfast at Hotel

17879 Chicago Street, Omaha, NE, 68118
Hilton Garden Inn Omaha West

7:45 a.m.
Shuttle Departs Hotel

IAMS - Home Office
505 N. 210th St., Elkhorn, NE 68022

8:00 a.m.
North American
Jacob Mollman - Vice President of Annuity
Paige Phelps - Regional Vice President for Life and Health Insurance

Steven Poppe - National Life Specialist

9:30 a.m.
Break
 
9:40 a.m.
IRMAA Navigator

Dan McGrath - Course Instructor IRMAA Navigator
Jim Capuano - The Integrity Life Brokerage

10:40 a.m.
Success with SPL
Curtis Hawks - Executive Vice President, CMO
Head of Life Sales
Paul Williams - Life Sales Director
11:00 a.m.
Federal Bridge
Rick Katz - Fiduciary Investment Advisor
12:00 p.m.

New Business Best Practices
& IAMS Online Tools

- Working Lunch

Laura Johnson - Vice President,
Annuity Sales Director

Jake Brunton - Annuity Sales Director

1:00 p.m.
Your Perfect Presentation

James Moran - President, Global Financial Trust
Amie Moran - Investment Advisor Representative, Global Financial Trust

2:00 a.m.
Roth Conversion Alternative
John Lamaster - Life Sales Director
2:50 p.m.
Break
 
3:00 p.m.
10x your business with LegacyLock
Jereme Roodhouse - Managing Partner at LegacyLock
3:40 p.m.
Safe Money Events
Clifford Blodgett - Digital Marketing Strategist
4:30 p.m.
Retirement Analyzer
Steve Goldstein - Founder Retirement Analyzer
5:10 p.m.
Top Producer Panel
Hosted by: Chris Conroy - Executive Vice President, Head of Annuity Sales
5:50 p.m.
Group Photo
Depart for Dinner
Front of Building or Lobby
6:10 p.m.
Dinner/Drinks
Download Current Syllabus

Friday, May 15

6:30 a.m.
Made to Order Breakfast at Hotel

17879 Chicago Street, Omaha, NE, 68118
Hilton Garden Inn Omaha West

7:45 a.m.
Shuttle Departs Hotel

IAMS - Home Office
505 N. 210th St., Elkhorn, NE 68022

8:00 a.m.
Equitrust
Leon Fitch - Executive Sales Distribution Leader
9:30 a.m.
Break
 
9:40 a.m.
Ansurex
Kent Jacquay - Founder Ansurex
10:30 a.m.
Building a Business That Works For You - Now and Later

James Moran - President, Global Financial Trust
Amie Moran - Investment Advisor Representative, Global Financial Trust

11:30 a.m.

Building Your Marketing Foundation
Working Lunch

Curtis Hawks - Executive Vice President, CMO, Head of Life Sales
CJ Jennings - Marketing Implementation Specialist

12:30 p.m.
Departures to Airport
 

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