Advanced Markets/LAMP Agenda

This is your one chance at Advanced Markets to be in the room, ask your questions, and soak up what he’s learned at the very top of the profession. He’ll share how he prepares for the conversations that have led him to the best year he’s had in his career yet.

This session examines how long‑term care planning addresses the unique risks faced by high‑net‑worth clients by overcoming the “self‑insure” mindset, identifying true client pain points, and revealing the real costs of care. Through strategic positioning and real‑world case studies, it demonstrates how LTC coverage can help protect assets, maintain control, and preserve legacy goals.

Join us to learn how to cut through the confusion of executive benefits with a simple, repeatable framework. We’ll break down complex non‑qualified strategies into practical comparisons that spark confident conversations and unlock new opportunities.

This breakout will focus on the following two unique and implementable strategies:

• The Executive Retention Plus-A split dollar technique that provides cost reimbursement and key employee retention.
• The Buy-Sell LLC-A business transition technique that allows for ownership transfer and a tax efficient way to separate personal from company wealth.

See you at this must-attend breakout!

We’ll begin with PPLI, examining how this solution allows insurance agents and advisors to deploy new capital through customized policies with enhanced investment flexibility and tax efficiency. The discussion will then extend these same PPLI principles to Catalyst, an innovative life insurance solution designed to optimize existing in‑force policies. Attendees will gain practical insights into when to add new policies versus when to re‑engineer existing coverage, and how advisors can position both strategies within modern advanced insurance planning.

This presentation explores key client demographics and common planning challenges, including the use of life insurance later in life, trust structures, asset protection, and generational wealth transfer as well as Medicaid considerations. Emphasis is placed on real-world application – helping professionals recognize planning opportunities, understand when legal coordination is needed, and how to integrate elder law concepts into client conversations.

In this session, Becky Swansburg, CEO of Stonewood Financial and author of The Road Less Taxed, will help you structure powerful tax-free legacy strategies that protect your clients from changes – both in life and in Washington.

Join us and learn:

• The difference between situational tax changes and legislative tax changes – and why your client’s legacy approach needs to address both
• What could be ahead for IRMAA, estate taxes, income taxes, and retirement savings accounts – and how to protect your clients and their heirs
• The best structures to diversify the tax status of your client’s legacy approach – without overpaying in taxes and government fees
• How to discuss changes from Washington with your clients – without getting political

Note: In order to foster high-quality conversations, this session is by invitation only. Fill out the form linked here to request your spot.

The best sales ideas don’t live in slide decks – they come from meaningful conversations with people actually doing the work. This session begins with active members of Forum 400 sharing several high-impact strategies, as well as positioning statements they use to differentiate in a crowded marketplace. The session then shifts to a collaborative format where you may ask questions, share stories, or even tap into proven problem-solving solutions from these top tier professionals. You will walk away with strategies you can use immediately, as well as make connections with some of the best in the business who welcome continued conversation long after the session comes to a close.

The Forum 400 is a life insurance think-tank that brings together elite life insurance producers who openly share practical strategies and fresh ideas to positively impact client outcomes. The members are fiercely independent, and their content is not controlled by carriers or compliance departments. The key ingredents are raw and authentic exchange of ideas. Forum 400 remains laser-focused on helping life insurance producers at the top of their field get better and serve their clients, while maintaining the highest ethical standards and integrity.

We’ll cover the questions that surface problems clients didn’t know they had, how to coordinate across partners without overstepping, and turn a first meeting into a multi-generational relationship. If you’re leading with product, you’re leaving the relationship on the table. This session shows you how to lead with planning and let everything else follow.

This master’s-level session explores the mechanics of IRC 72(u), the critical differences between revocable and irrevocable trust treatment, and specific scenarios where annuities enhance wealth transfer and income planning. Through detailed case studies and technical walkthroughs, attendees will learn how to identify the right opportunities, avoid common pitfalls, and confidently integrate annuities into irrevocable trust strategies for clients with complex estates.

In this session, Becky Swansburg, CEO of Stonewood Financial and author of The Road Less Taxed, will help you analyze new tax policies, long-term spending, debt trends, and other government changes – and how they could impact your clients.

Join us and learn:

• The three provisions in OBBBA that matter most to your clients this year
• The long-term tax outlook – and why your clients could see higher taxes in the years to come
• What could be ahead for IRMAA, estate taxes, income taxes, and retirement savings accounts
• Top tax messages for client communications

In the Ultra High Net Worth space, the proliferation of the use of Private Placement Life Insurance (PPLI), has renewed interest in utilizing private split dollar planning to achieve desired results in implementation. While interest rates are no longer at historical lows, so the financial leverage is not as robust, the use of private split dollar (and third-party bank premium financing) to facilitate substantial life insurance premium payments continues to show resilience and demand. In the employer-employee arena, split dollar continues to serve a role in deferred compensation and executive benefit planning to attract and retain key executives and other individuals. This tool is equally available, with some different planning hurdles, in the non-profit and exempt organization world. This program is designed to provide advisors with an understanding of the basic features of, and variations, in split dollar life insurance planning with key updates in these three different planning worlds. We hope to provide those advisors who have not previously worked in this space, core knowledge of the emerging opportunities that exist for their clients to consider based on their needs and objectives.

In this talk, Kristi shares the blueprint she has earned the hard way: how to attract the mentorship that moves the needle, develop the technical mastery that sets you apart, and build relationships that lead to the cases that define a career. We all will walk away with a clear plan and the confidence to execute it — straight from someone who has lived every step of it.  This is yet another rare look inside the secret sauce — straight from someone who added every ingredient.

Jack Elder will show how he uses simple math to change that view. In this session, he walks through how he explains life insurance and long-term care to clients and their other advisors in a clear, calm way. You’ll see how the numbers can speak for themselves and how to make the case for insurance without pressure or sales talk.

This session moves beyond general trends to examine how strong field underwriting influences placement ratios, client retention, and long-term revenue. Topics include medical and financial underwriting considerations, preparing clients for scrutiny, anticipating red flags, and structuring submissions to reduce surprises. Attendees will leave with a disciplined framework for managing underwriting proactively rather than reactively.

What makes it even more remarkable is how early in his career he’s done it. In this talk, he will share exactly how he did it. You’ll see how estate tax exposure evolves as wealth builds, what each phase looks like in practice, and where premium financing enters as a logical next step. Real client pathways, honest insight into where advisors typically lose the thread, and a clear framework for identifying exactly where your clients sit on the roadmap today — and what moves them forward. This is a rare look inside the secret sauce, straight from someone who’s built the recipe case by case — and is just getting started.