Life & Annuity
Academy

July 24-26, 2024
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:

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accepting applications for this event.
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Registration Full
Join us in Des Moines to expand your skillset, spark inspiration,
and build connections that empower you to grow your business.
Sponsored by:
American LifeEquiTrust
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

Austin
Eller

Vice President of Sales

Jason
Goodrich

National Vice President

Patti
Hausherr

Vice President, Sales Strategy

Nikki
Shallberg

Director
Product Development

Thomas
Bumbolow

Head of Business
Development & Distribution

Leon
Fitch

Executive Sales
Distribution Leader

Matt
Gill

President, Decision 1 Financial

Court
Pitcher

Managing Partner at LegacyLock

Dave
Baker FERSTM

Fiduciary Investment Advisor

Clifford
Blodgett

Digital Marketing Strategist

Kent
Jacquay

Founder
Indexalyzer

Loren
Hollingsworth

Director of Advanced Solutions

Steve
Goldstein

Founder
Retirement Analyzer

Duncan
Smith

Director of
National Sales

Zach
Reeg

Director of
Financial Planning

Steve
Murray

President
CEO

Chris
Conroy

Executive
Vice President

Curtis
Hawks

Executive Vice President
CMO

Laura
Johnson

Vice President
Annuity Sales Director

Tim
Watts

Annuity Sales Director

John
LaMaster

Life 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:
ImageImage
Athene Annuity and Life Company is a leading fixed annuity carrier that is financially strong and highly rated. We are focused on providing solutions for the increasing number of individuals and institutions seeing to fund their retirement needs. Our drive, discipline and confidence can help you achieve more. Click below to learn more about our innovative and fast-growing company.
Learn More
IAMS Academy Sponsors
Athene
We believe that planning for your future shouldn’t be a process that’s stuck in the past. American Life saw an opportunity to integrate cutting-edge technology into an industry that is often laden with outdated systems and complicated processes. In September 2018 we announced our partnership with FAST, a leading digital platform, making us the first insurance company to be entirely cloud-based. By introducing new technology and a forward-thinking business model, we have transformed the experience of buying insurance and annuity products from being time-consuming, complicated, and stressful, to being simple, fast, and easy.
LEARN MORE
Athene
EquiTrust is a national insurance carrier offering competitive, client-friendly annuity products through the independent channel. Our suite of annuity products includes bonus and non-bonus fixed index annuities (FIAs) 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

July 24-26, 2024

Omaha, NE

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

Wednesday, July 24

Afternoon

Arrivals - Aloft

Aloft - Omaha West
215 S 181st St, Omaha, NE 68022
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.
The Perfect First Appointment
Matt Gill - President, Decision 1 Financial, Top Producer

Thursday, July 25

6:00 a.m.
Breakfast at Hotel
Aloft - the Ballroom
7:45 a.m.

Bus Departs Hotel for
IAMS' Home Office

505 N 210th Street,
Elkhorn, NE 68022

8:00 a.m.
American Life

Tom Bumbolow
- Head of Business Development
& Distribution

9:00 a.m.
MAD5 Index Discussion

Clara Bacheré - Equity Derivatives Sales,
BNP Parabas

9:30 a.m.
Break
 
9:45 a.m.
Safe Money Events
Clifford Blodgett - Digital Marketing Strategist
11:00 a.m.
Product and Sales Ideas

Grant Smith
- VP Relationship Manager
Zack Brown
- Senior Business Development Wholesaler

12:00 p.m.

Compliance Update - Working Lunch

Eric Stanley - Director Compliance, Suitability
10:30 a.m.
Indexalyzer
Kent Jacquay - Founder, Indexalyzer
11:00 a.m.
Federal Bridge
Dave Baker FERSTM - Founder, Federal Bridge
12:00 p.m.
Lunch with IAMS Marketers
 
1:00 p.m.
Retirement Analyzer
Steve Goldstein - Founder, Retirement Analyzer
1:50 p.m.
Intro to IAMS Wealth Management
Duncan Smith - Director of National Sales
Zach Reeg, CFP® - Director of Financial Planning
2:30 p.m.
Legislative Risk & Tax Advantaged Distribution Options and Stonewood
Tim Watts - Annuity Sales Director
3:00 p.m.
Break
 
3:10 p.m.

10X your business with LegacyLock

Court Pitcher - Managing Partner at LegacyLock
4:10 p.m.

Increasing Annuity Sales with Unique Products and Marketing

Laura Johnson - Vice President,
Annuity Sales Director

5:00 p.m.
Top Producer Panel
5:20 p.m.
Group Photo
Front of Building or Lobby
5:25 p.m.

Dinner/Drinks

Pitch Pizzeria
17808 Burke Street, Omaha, NE 68118

Download Current Syllabus

Friday, July 26

6:00 a.m.
Breakfast at Hotel
Aloft - the Ballroom
7:45 a.m.

Bus Departs Hotel for
IAMS' Home Office

505 N 210th Street,
Elkhorn, NE 68022

8:00 a.m.
EquiTrust
Leon Fitch - Executive Sales Distribution Leader
9:30 a.m.
Break
 
9:45 a.m.
Roth Conversion Alternative
Loren Hollingsworth - Advanced Solutions Expert
10:40 a.m.
Success with SPL

John Lamaster - Life Sales Director

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