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Ameritas Connection: Connect with the Best...Embrace the Future

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Speakers

Blake Gillies

United Wealth Advisors Group.

Matt Weinheimer

Weinheimer Wealth Management

John Feldman

Boom Planning LLC

Kate Kilgore Cihon

UCL Financial Group

Amy Blodgett

Canvas Financial LLC

Kate and David Frank

Innovative Premier Financial Services

Brad Lowe

Nowlin and Associates

Lee Williams

Nowlin and Associates

Jonathan Wield

Unbridled Wealth LLC

Mike Schwallie

Nowlin and Associates

David McNeilly

Castle Financial Partners LLC

David Mullin

Unique Advantage

Bill Stapp

Tax Favored Benefits

Mark Friese

Friese Financial Advocates

Mike Daniels

Coho Financial Group

Kevin Nicholson

Walsh & Nicholson Financial

John Gambone

Walsh & Nicholson Financial

Karin Tyson

20/20 Financial Advisers of Houston

Rich Dotson

Thrive Wealth Solutions LLC

Mike Archambault

FAC Past Chair, Boston 128 Companies

Chris Vaccaro

FAC Vice Chair, Capstone Financial

John Kenan

FAC Chair, Southeast Financial Services Inc

Heather Nagengast

SVP, AIC Operations & Business Development, Ameritas

Kurt Shallow

SVP, Agency & Advisor Distribution, President AIC, Ameritas

Ryan Beasley

Executive Vice President, Individual, Ameritas

Bill Lester

President and Chief Executive Officer, Ameritas

Mike Wilcox

Wilcox Financial/Wilcox Sports Management

Phil Hansen

Keynote Speaker

Jeff Silverman

Summit Group of Virginia

Mike Hamm

Ameritas Practice Management

Todd Scott

Ameritas Practice Management

Darin Dauel

Ameritas Agency & Advisor Distribution

Kelly Halverson

VP - Life Product Development

The event is over

Hosted by

Ameritas Life Insurance Corp.

Booths

Customer Service

Visit us LIVE from 11-Noon ET and 4:00-5:00pm ET on June 22!! Customer service, here to help you fulfill more lives.

New Business

Visit us LIVE from 11-Noon ET and 4:00-5:00pm ET on June 22!! Improving your turnaround time on New Business Applications

Ameritas Retirement Plans

Visit us LIVE from 11-Noon ET and 4:00-5:00pm ET on June 22!! Your Home Team To Grow Your Retirement Plan Business

BD Ops and Service

Visit us LIVE from 11-Noon ET and 4:00-5:00pm ET on June 22!! BD Ops and Service – helping you reduce the workload for your staff

Ameritas Human Resources

Visit us LIVE from 11-Noon ET and 4:00-5:00pm ET on June 22!! Your Human Resources Connection

Disability Income

Visit us LIVE from 11-Noon ET and 4:00-5:00pm ET on June 22!! The Internal Disability Wholesaling Team is one of the most seasoned and experienced in the industry.  Each of its members has well over 20 years of experience, in a wide range of disability topics, to include underwriting, both financial and medical, illustration support, plan design and competitive analysis, and is available to provide agency and agent training.  You are never without resources with your disability needs!

Case Design and Competition Team & Advanced Markets

Visit us LIVE from 11-Noon ET and 4:00-5:00pm ET on June 22!! Advanced Markets 2021 & Beyond – Hear All About It!

Underwriting

Visit us LIVE from 11-Noon ET and 4:00-5:00pm ET on June 22!! Drop in to meet your underwriting leadership team- Much has changed this past year in our world and in underwriting!  What has and hasn’t changed and what you need to know to be at the top of your game.

Ameritas Centricity ™

Visit us LIVE from 11-Noon ET and 4:00-5:00pm ET on June 22!! Learn more about a new program launching this summer called Ameritas Centricity ™ with resources & expertise “For your clients, for your practice and for your team.”

Sales Development

Visit us LIVE from 11-Noon ET and 4:00-5:00pm ET on June 22!! We are here to answer all of your Life and Annuity questions

Docupace

www.docupace.com

Fidelity

fmr.com

Beacon Capital Management, Inc.

beaconinvesting.com

Orion

orion.com

SEI

Increase efficiency. Save time. Grow.

capgroup.com

capgroup.com

First Trust Portfolios

ftportfolios.com

Snappy Kraken

Original Content + Easy Automation + Proven System

Vanguard

Vanguard Financial Advisor Services

Hummingbird Growth & Automation

HUMMINGBIRD

National Association of Insurance & Financial Advisors (NAIFA)

Helping Americans achieve financial security since 1890.

AssetMark

AssetMark supports financial advisors in their life's work: helping clients thrive.

Finseca

Financial security for all

NEXA Insights

NEXA Insights offers a variety of services focused on measuring the client experience for a modern advisory practice. Visit our booth to learn more!

Janus Henderson Investors

We aim to identify not just growth, but durable growth in today’s disruptive economy.