LIFE & ANNUITY
ACADEMY Omaha, Nebraska

Life & Annuity
Academy

Oct 14-16, 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.
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Join us in Des Moines to expand your skillset, spark inspiration,
and build connections that empower you to grow your business.
Sponsored by:
Talcott Financial GroupAthene
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

Sam
Wiss

Vice President, Relationship Manager

Harold
Dilema

VP Relationship Manager

Benjamin
Couch

IMO Internal Wholesaler

Mackenzie
Galli

Actuary
Product Development

James
Moran

President, Global Financial Trust

Amie
Moran

Co-Founder, Investment Adviser Representative

Jereme
Roodhouse

Managing Partner at LegacyLock

Brian
Lowery

Wealth Management & Fiduciary

Steve
Goldstein

Founder
Retirement Analyzer

Rick
Katz

Professional Federal Benefits Coach

Clifford
Blodgett

Digital Marketing Strategist

Loren
Hollingsworth

Director of Advanced Solutions

Kent
Jacquay

founder of Ansurex

Steve
Murray

President
CEO

Chris
Conroy

Executive
Vice President

Curtis
Hawks

Executive Vice President
CMO

Charles
Heuring

President & CEO

Laura
Johnson

Vice President
Annuity Sales Director

Isaiah
Daws

Annuity Sales Director

Matt
Salsbury

Annuity 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
Athene

Athene helps people build remarkable retirements with products that can grow savings and help create a retirement “paycheck.” Products and strategies are also available for companies to protect retirement savings for customers and employees.

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Talcott
Combining longstanding industry experience with the agility needed for today’s markets, Talcott Financial Group brings a modern perspective to risk solutions. Whether you’re an individual planning for retirement or an organization seeking risk transfer solutions, Talcott Financial Group is committed to protecting what matters most and guiding our partners to peace of mind.
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Academy Agenda

Oct 14-16, 2026

Omaha, NE

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

Wednesday, October  14

Afternoon
Arrivals

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

4:30 p.m.
Buffet Dinner and Cocktails

IAMS Wealth Management - Home Office
18881 W Dodge Road, Elkhorn, NE 68022

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
Charles R. Heuring - President & CEO
7:15 p.m.
Supercharge Your Roth Conversions
Brian Lowery - Tax Efficient Systems

Thursday, October 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.
Athene
Harold Dilema - VP Relationship Manager

Benjamin Couch - IMO Internal Wholesaler

Mackenzie Galli - Actuary Product Development
9:30 a.m.
Break
 
9:40 a.m.
IRMAA Navigator

Matt Salsbury - Annuity Sales Director

10:10 a.m.
Retirement Analyzer
Steve Goldstein - Founder Retirement Analyzer
11:00 a.m.
Federal Bridge
Rick Katz - Professional Federal Benefits Coach
12:00 p.m.

New Business Best Practices
& IAMS Online Tools
- Working Lunch

Laura Johnson - Vice President,
Annuity Sales Director

Isaiah Daws - Annuity Sales Director
1:00 p.m.
Your Perfect Presentation

James Moran - President, Global Financial Trust
Amie Moran - Co-Founder,
Global Financial Trust Wealth Strategies

2:00 p.m.
Roth Conversion Alternative
Loren Hollingsworth - Advanced Solutions Expert
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.
Success with SPL
John LaMaster - Life Sales Director
5:00 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
6:00 p.m.
Dinner/Drinks

Omaha Sports and Games
725 N. Skyline Dr., Suite 1, Elkhorn, NE 68022

Download Current Syllabus

Friday, October 16

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.
Talcott
Sam Wiss - Vice President, Relationship Manager
9:30 a.m.
Break
 
9:40 a.m.
Ansurex
Kent Jacquay - Founder Ansurex
10:30 a.m.
Women's Wealth Transfer
Amie Moran - Co-Founder, Global Financial Trust Wealth Strategies

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

12:00 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