May 22-24, 2024 | Marriott Marquis | Washington, D.C.
The Largest Gathering of the Top Financial Advisors in the Country
Finseca's Advanced Markets keeps you one step ahead...
Transform your business at Advanced Markets, the ultimate high-end advisor conference that will revolutionize your ability to serve business executives, high-net-worth individuals and families, and beyond! You need access to the secrets of the #1 advisors in the country outside your company/firm bubble!
Join us at Advanced Markets because you can’t get this anywhere else!
Preliminary Agenda
**Agenda subject to change**
Start time on Wednesday, 1:00pm – End time on Friday, 11:00am
Wednesday,
May 22
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PPLI Special Session
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Kick Off Welcome Reception
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Breakout Sessions
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Break in Exhibit Hall
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Main Stage
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Chair Reception
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COLI/BOLI Happy Hour
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Company Dinners
Thursday,
May 23
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Breakfast in the Exhibit Hall
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Women’s Breakfast
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State Advocacy Working Breakfast
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Breakout Sessions
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Break in Exhibit Hall
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Main Stage
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Grab-n-Go Lunch
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Call to Action: Capitol Hill
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Capitol Hill Reception
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Company Dinners
Friday,
May 24
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Breakfast in the Exhibit Hall
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Breakout Sessions
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Break in Exhibit Hall
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Closing Main Stage
You Can't Get This Anywhere Else!
We provide exclusive access to top advisors, lawyers, lobbyists, and politicians, giving you insights into current events and strategies to help your clients prepare.
Main Stage Spotlight
Bill Belichick
Legendary Coach & 8 Time Super Bowl Champion Sponsored by John Hancock & NFP
Chairman
Kevin Brady
Author of the
2017 Tax Bill
Scott Jarred
INVST
Marc Schechter
Schechter
Jordan Smith
Schechter
Wealth Transfer
Here comes the sunset:
What affluent clients are doing to maximize the increased exemption.
Sponsored by: Penn Mutual
Bill Bell
Penn Mutual
Chris Erblich
Husch Blackwell
Todd Steinberg
Loeb and Loeb
Premium Finance:
Protect the legacy of HNW clients in partnership with advisory teams.
Mike James
NFP
Julian Movsesian
Succession Capital Alliance
High Net Worth Strategies
Winning HNW Clients:
Find and serve HNW clients through life insurance.
Eleanor Johnson
Highland Capital Brokerage
Marty Nanne
NFP
Corey Schneider
Sentinel Solutions
Tim Maguire
Karr Barth
Annuity concepts for the HNW Market:
Expand your expertise and discover a roadmap for the annuity marketplace.
Bobby Samuelson
Life Innovators
Business Planning:
Gain insight into optimal NQDC plan designs, funding strategies, the role of COLI, how to spot opportunities, and success stories.
Tony Van Dervort
Karr Barth Administrators, Inc.
Comprehensive Wealth Management: Opportunities on the Table
Learn how to capitalize on this growing demand with your HNW clients.
Scott Prechtel
@Aspen
Inside Washington
Washington Report LIVE
The most popular presentation of the year, packed with experts talking through the public policies that impact the profession and your clients. This is your chance to gain access to all the latest intel!
Sponsored by: Allianz
Call to Action: Capitol Hill Day
This experience only happens at Finseca's Advanced Markets and is a bucket list opportunity you don't want to miss! The process is simple. You will be matched with a team of Finseca members and one of their dedicated staffers. We will schedule Congressional meetings for you and ensure you have all the necessary tools to enjoy the experience of actively participating in the legislative process.
Masters of Holistic Planning
The Power of Generational Wealth: It's more than Dollars and Cents:
Holistic planning strategies designed to address your client’s complex needs and grow your business.
Gerald Grant, Jr.
G Financial Group
Gerald Grant, III
G Financial Group
From the Main Stage:
Elite Sales Strategies From TOP Advisors
Best Selling Author &
Master of the Holistic Plan
Master of the Holistic Plan 
Main Stage Speaker Spotlight
Chairman Kevin Brady
Author of the 2017 Tax Bill
Federal Tax Changes Are Coming:
How can we be prepared?
The author of the 2017 Tax Bill, Chairman Kevin Brady is giving our Advanced Markets attendees a front-row seat to a discussion on how our profession can prepare for next year’s tax debate and the many trillions of dollars worth of taxes sunsetting at the end of 2025.
Who Attends
You absolutely need to be at Advanced Markets! You’ll learn ways to sell more life insurance, which is great. But you get to go to the Hill, which is the best part!
Networking Opportunities
Kick Off Welcome Reception
Gather together and reconnect at the Advanced Markets opening reception.
Chair’s Reception
Join us for an evening of celebration as we honor our Chair Rick Van Benschoten.
Sponsored by MassMutual
COLI/BOLI Happy Hour
Relax, network and learn about COLI/BOLI at a happy hour.
Women’s Breakfast
Join us for breakfast and support the Finseca Women's Program. Bring a guest, male or female.
Sponsored by OneAmerica
The Venue
Marriott Marquis in Washington, D.C., is designed for the global traveler and is within walking distance of historic attractions.
The conference rate is no longer available. Please use this link to book directly with the hotel.
FAQs
Hotel room block
The conference rate is no longer available. Please use this link to book directly with the hotel.
Nearby airport
– Ronald Reagan Washington National Airport (DCA) is 6 miles from The Marriott Marquis, or roughly 20 minutes(+) by car.
– Dulles International Airport (IAD) is 28 miles from The Marriott Marquis, or roughly 45 minutes(+) by car.
When should you plan to arrive and depart in Washington, D.C.?
We encourage all participants to arrive by the morning of Wednesday, May 22 and depart on Saturday, May 25 to take full advantage of the three days of education.
If you need additional assistance, please contact us at events@finseca.org.
Sponsors and Exhibitors
Barbara Lecker, Vice President, Corporate Partnerships at blecker@finseca.org.
Call to Action: Capitol Hill
Jennifer Fox, Vice President, Political Affairs at jfox@finseca.org.
Registration for Call to Action: Capitol Hill is available at checkout for Finseca members, Sponsor/Exhibitors, or Speakers. To become a member, please contact membership@finseca.org.
Finseca will schedule your Congressional meetings and provide you with all the tools necessary to make your meetings impactful. Finseca will reach out to registrants when more information on Call to Action: Capitol Hill becomes available.
If you need additional assistance, please contact Abigail Kapp, Coordinator, Political Affairs at akapp@finseca.org.
The majority of Advanced Markets 2024 events are business casual (optional blazer and tie for gentlemen).
Peter W. Mullin Visionary Leadership Award
“IF YOU CAN DREAM IT, YOU CAN MAKE IT HAPPEN.”
The Peter W. Mullin Visionary Leadership Award pays tribute to Peter W. Mullin, a co-founder of the M Financial Group. He was a visionary leader, who reimagined our entire industry with thoughtful guidance, and commitment to innovation and excellence, while steadfastly remaining faithful to his core either and principles.This prestigious award acknowledges an individual who demonstrates exemplary and courageous leadership skills, inspires others, embraces philanthropy, and demonstrates loyalty, integrity, innovation, and commitment to excellence.
Register Today
Whether you’re looking for strategies and techniques to gather more assets, sell more life insurance, or ways to diversify your business into the retirement and annuity space, you need access to the secrets of the #1 advisors in the country outside your company/firm bubble.
Choose an option below if you are a Finseca member. If you have any questions about whether this option is right for you, please reach out to events@finseca.org.
If you’re not a Finseca member and want the discounted price, join today!
FINSECA Member Pass
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Considering bringing 3 or more attendees from your organization?
Get a discounted rate for groups.
Non-Member Pass
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Want a better rate? Become a Finseca Member
Member discount on registration is $550–more than the cost of annual Pro-level membership! Members have exclusive access to recordings of certain mainstage sessions after the event in our learning center. You also gain access to tools, support, and network to grow your business.
Finseca Member Early Bird Group Pass
Considering bringing 5 or more attendees from your organization? Get a discounted rate for groups.
Enterprise Member All Access Pass
This applies to Finseca Enterprise members only. If you are unsure if you are an enterprise member, please reach out to membership@finseca.org.
What Top Advisors Are Saying About Finseca's Advanced Markets
