Annuity and Life Markets at the
Life & Annuity
Academy
April 2-4, 2025
Des Moines, IA
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.
Apply Today
There is no fee to apply!
Sponsored by:
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
Grant
Kvalheim
CEO
Harold
Dilema
VP Relationship Manager
Mackenzie
Galli
AVP Product
Development
Development
Patti
Hausherr
Vice President, Sales Strategy
Chad
Batterson
Vice President, Compliance
David
Odenath
Senior Vice President
Matt
Gill
President, Decision 1 Financial
Dr. Brenda
Oldham
RAM Insurance & Financial Services
Jeremey
Roodhouse
Managing Partner at LegacyLock
Dan
McGrath
Course Instructor IRMAA Navigator
jim
Capuano
Course Instructor IRMAA Navigator
Dave
Baker FERSTM
Fiduciary Investment Advisor
Clifford
Blodgett
Digital Marketing Strategist
Kent
Jacquay
founder of Indexalzer
Loren
Hollingsworth
Director of Advanced Solutions
Steve
Goldstein
Founder
Retirement Analyzer
Retirement Analyzer
Zach
Reeg
Director of
Financial Planning
Financial Planning
Chad
Carlos
Wealth Advisor
Steve
Murray
President
CEO
CEO
Chris
Conroy
Executive
Vice President
Vice President
Curtis
Hawks
Executive Vice President
CMO
CMO
Laura
Johnson
Vice President
Annuity Sales Director
Annuity Sales Director
Tim
Watts
Annuity Sales Director
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 Sponsor
About Our Sponsor:
We are a company driven to do more and never satisfied with the status quo. Drive. Discipline. Confidence. Focus. Commitment. These are the attributes that set Athene apart and establish us as an industry leader.
Learn More
Academy Agenda
April 2-4, 2025
Des Moines, IA
The Academy syllabus is subject to change,
please double-check these details prior to the event.
Wednesday, April 2
Afternoon
6075 Mills Civic Pkwy.
W. Des Moines, IA 50266
5:00 p.m.
Cocktail & Hors D’oeuvre Reception
The Rewind - Salon A
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.
Legislative Risk & Tax Advantaged Distribution Options and Success with SPL
Curtis Hawks - Executive Vice President, CMO
7:20 p.m.
Build your brand through Education
Dr. Brenda Oldham - President,
Ram Insurance & Financial Services
Thursday, April 3
6:30 a.m.
Breakfast at Hotel
Johnny’s Italian Steakhouse at the Rewind
7:45 a.m.
Bus Departs Hotel for
Athene’s Home Office
7700 Mills Civic Pkwy,
West Des Moines, IA 50266
8:15 a.m.
Welcome & Athene Company Story
Grant Kvalheim - CEO
9:00 a.m.
HSBC Discussion
Dave Odenath - Senior Vice President
HSBC Global Banking and Markets
10:00 a.m.
Break
10:15 a.m.
Product Pricing & Diversification
Mackenzie Galli
- AVP Product Development
11:00 a.m.
Product and Sales Ideas
Harold Dilema
- VP Relationship Manager
11:30 a.m.
Value Add Speaker
Patti Hausherr
- Vice President, Sales Strategy
12:00 p.m.
Compliance Update - Working Lunch
Chad Batterson - Vice President, Compliance
1:00 p.m.
Roth Conversion Alternative
Loren Hollingsworth
- Advanced Solutions Expert
1:50 p.m.
Retirement Analyzer
Steve Goldstein
- Founder, Retirement Analyzer
1:50 p.m.
IAMS Wealth Management
Chad Carlos - Wealth Advisor
Zach Reeg, CFP® - Director of Financial Planning
Zach Reeg, CFP® - Director of Financial Planning
3:00 p.m.
Break
3:25 p.m.
10X your business with LegacyLock
Jereme Roodhouse - Managing Partner at LegacyLock
4:15 p.m.
The Perfect First Appointment
Matt Gill - President, Decision 1 Financial, Top Producer
5:00 p.m.
Top Producer Panel
Chris Conroy - Executive Vice President, Head of Annuity Sales
5:20 p.m.
Group Photo
Athene Commons
5:25 p.m.
Dinner/Drinks & Tour
Athene Home Office
Friday, April 4
6:00 a.m.
Breakfast at Hotel
Johnny’s Italian Steakhouse at the Rewind
7:45 a.m.
Bus Departs Hotel for
Athene’s Home Office/Bring your Luggage
7700 Mills Civic Pkwy,
West Des Moines, IA 50266
8:00 a.m.
Federal Bridge
Dave Baker FERSTM - Founder, Federal Bridge
8:40 a.m.
Indexalyzer
Kent Jacquay - Founder, Indexalyzer
9:10 a.m.
IRMAA Navigator
Dan McGrath - Course Instructor IRMAA Navigator
Jim Capuano - President, The Integrity Life Brokerage
Jim Capuano - President, The Integrity Life Brokerage
10:10 a.m.
Break
10:20 a.m.
Safe Money Events
Clifford Blodgett - Digital Marketing Strategist
11:00 a.m.
New Business Best Practices
& IAMS Online Tools
Laura Johnson - Vice President, Annuity Sales Director
11:30 a.m.
Building Your Marketing Foundation - Working Lunch - To go if needed
Curtis Hawks - Executive Vice President, CMO, Head of Life Sales
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