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Please note, some speakers did not use a formal presentation.

Breakout Session | Life Insurance

The Value of VUL (Why & How) | Don Garlikov & Carrie Fleisher (pptx)

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Investing at a Discount for the High Net Worth Client | Jonathan Donfeld & Casey Abbott (pptx)

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Breakout Session | Annuities

Can I Get in the Market and Have Downside Protection? Yes! | Sonny Horn and Thomas Russell (pptx)

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Guarantee Your Clients' Paychecks for Life | Jimmy Jacobs (pptx)

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Index Annuities: Why You Shouldn't Invest in Them | Farid Mokhtarian (pptx)

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Breakout Session | Practice Management

The Structure of an Investment Advisory Practice | Robin Robertson (pptx)

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Building an Agency with Other Brokers to Increase Income | Sal Palazzolo (pptx)

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Mariner Wealth Advisors Overview | Ed Wadsworth and Charles Welsh (pptx)

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Breakout Session | Managed Money

Essentials of Fee-Based Planning | Scott Marshall (pptx)

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Breakout Session | Product Sponsor

Optimizing Social Security With a Game Changing Strategy | Athene | Mark Bohn (pptx)

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Purpose Meets Planning | Jackson National | Myles Womack (pptx)

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Proof of Concept: How to Simulate an Annuity's Impact | Great American | Corrigan Kardatzke (pptx)

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Mainstage Presentations

The Engine Under the Hood Investment | Prudential | Joseph Pedersen (pptx)

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Building a Winning Business With AssetMark | AssetMark | Bob Lawhorn (pptx)

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