2010 Annual Meeting - Schedule of Events

3:00 p.m. – 4:00 p.m.	Saturday Session Sponsored by Best Practices of America Understanding and Mitigating Risks Involved in Leveraged Transactions ■ TRACK: Practice Development Michael Rodman, CFP Founder, Best Practices of America

4:00 p.m. – 4:15 p.m.	Refreshment Break

4:15 p.m. – 5:15 p.m.	Legislative Developments for Life Insurance Planning and the Impact for Your Practice Sponsored by Sun Life ■ TRACK: Practice Development Jerry Weihs, JD, CPA, CLU, ChFC, Sun Life Financial

6:45 a.m. - 7:30 a.m.	Networking Breakfast Buffet Sponsored by MetLife

8:00 a.m. – 12:00 p.m.	General Session Oh, The Places You’ll Go! ■ TRACK: Practice Development D. Scott Brennan, The Brennan Group LLC
	The Mindset of a Champion ■ TRACK: Non-Traditional David L. Cook, Ph.D
	The Psychology of Marketing Through Professional Advisors ■ TRACK: Practice Development Simon Singer, CFP, RFC, The Advisor Consulting Group

8:15 a.m. – 9:45 a.m.	Eye-Opener Coffee Bar Sponsored by Principal Financial Group

10:00 a.m. – 10:45 a.m.	Refreshment Break with Industry Partners Sponsored by Allianz Life

12:00 p.m. – 1:30 p.m.	Lunch Session Sponsored by Greenberg Traurig Insurance-Focused Planning: Latest Opportunities in the New Economy ■ TRACK: Estate and Wealth Transfer Jonathan Forster, Greenberg Traurig Martin Kalb, Greenberg Traurig

1:45 p.m. – 2:45 p.m.	Breakout Session 1 The Power of Collaboration ■ TRACK: Estate and Wealth Transfer Sam Radin, JD, National Madison Group, Inc. Stuart Youngentob, JD, CPA, Arkin Youngentoub Associates, LLC Breakout Session 2 Underwriting Large Complex Cases - A Producer's Perspective ■ TRACK: Non-Traditional Linwood Jones, ACS, FLMI, AIAA, Senior Underwriting Consultant, Crump Life Insurance Services Dana Mikstay, CLU, Senior Managing Director, Mesirow Insurance Services / Life Department Breakout Session 3 Is It Time to Split to Loan Regime? ■ TRACK: Estate and Wealth Transfer Melvin A. Warshaw, JD, LLM (Tax), Financial Architects Partners Breakout Session 4 The Best Kept Secret: The Enhanced Charitable Lead Annuity Trust ■ TRACK: Non-Traditional James F. Bowman, II, President, Summit Alliance Financial, LLP See page 7 of the 2010 Annual Meeting Advance Program for abstracts

2:45 p.m. - 3:15 p.m.	Refreshment Break with Industry Partners Sponsored by Allianz Life

3:15 p.m. – 4:15 p.m.	Breakout Session 5 MEMBERS ONLY SESSION Indexed UL - Beyond the Illustration ■ TRACK: Non-Traditional Bobby Samuelson, SamuelsonDesign, LLC Breakout Session 6 21st Century Advanced Estate Planning... Involves Four Key Paradigm Changes ■ TRACK: Estate and Wealth Transfer Henry Whiffen, MSFS, AEP, CAP, The Estate Advisory Group Breakout Session 7 *MEMBERS ONLY SESSION* How to Use Pre-Tax, Deductible Business Dollars to Fund Non-Qualified Life Insurance Employee Benefits for Selected Key Employees ■ TRACK: Wealth Accumulation and Executive Benefits Lawrence Cronin, CLU, President, Cronin Insurance Services, Inc. Breakout Session 8 Transitioning Your Practice ■ TRACK: Non-Traditional Jay M. Weinstein, CLU, ChFC, First Financial Resources See pages 7-8 of the 2010 Annual Meeting Advance Program for abstracts

4:15 p.m. – 5:45 p.m.	Happy Hour with Industry Partners

4:45 p.m. – 5:45 p.m.	Un Meetings (Forum Members and Qualified Producers only)

5:45 p.m. – 7:00 p.m.	President’s Reception Sponsored by Aviva

6:45 a.m.– 7:45 a.m.	Breakfast Session Sponsored by Crump Life Insurance Services Positioning, Partnering and Placing $100m in 60 Days ■ TRACK: Estate and Wealth Transfer Michael F. Amoia, JD, CFP, ChFC, Vice President, Advanced Markets, Crump Life Insurance Services Robert C. Slane, AEP, CLU, President, The Wealth Transfer Group, Inc. Michael J. O’Donnel, Principal, Alliant Insurance Services Andrea Caruso, VP, Operations & Underwriting, Crump Life Insurance Services

8:00 a.m. – 12:15 p.m.	General Session Sponsored by ING The $10 Trillion Opportunity: Will You Play a Part? ■ TRACK: Estate and Wealth Transfer Richard E. Jackim, JD, MBA, CEPA, MidCap Advisors, LLC
	New Sales Speak: The Nine Biggest Sales Presentation Mistakes and How to Avoid Them Sponsored by Summit Alliance Financial ■ TRACK: Practice Development Terri Sjodin, CSP, Sjodin Communications

8:15 a.m. - 10:00 a.m.	Eye-Opener Coffee Bar Sponsored by Principal Life Insurance

10:15 a.m. – 11:00 a.m.	Refreshment Break with Industry Partners Sponsored by Allianz Life

11:00 a.m. – 12:15 p.m.	CEO Panel ■ TRACK: Non-Traditional Panelist Information Coming Soon!

12:15 p.m. – 1:45 p.m.	Lunch Session Sponsored by PartnersFinancial The Great Product Migration ■ TRACK: Non-Traditional John Irvin, President, PartnersFinancial

2:00 p.m. – 3:00 p.m.	Breakout Session 9 Incorporating Estate and Investment Planning for A High Net-Worth Client ■ TRACK: Estate and Wealth Transfer Jeffrey S. Cohen, CFP, Siller & Cohen Breakout Session 10 The International Forum: A Rookie's Perspective ■ TRACK: Non-Traditional Roger Brooks, CLU, ChFC, Schwartz Benefit Services, Inc. Todd M. Harris, Pangaea Solutions, Inc. Breakout Session 11 Sales Ideas and People Skills That Will Make You Millions ■ TRACK: Practice Development Buzz Hankinson, CLU, ChFC, CFP, Hankinson Wealth Management, Inc. Breakout Session 12 How to Sell More Life Insurance in Charitable Planning ■ TRACK: Estate and Wealth Transfer Steven H. Solys, Advanced Strategies Group See pages 9-10 of the 2010 Annual Meeting Advance Program for abstracts

3:00 p.m. – 3:30 p.m.	Refreshment Break with Industry Partners Sponsored by Allianz Life

3:30 p.m. – 4:30 p.m.	Breakout Session 13 Old Ideas Meet New Techniques: Placing Life Insurance Inside Qualified Plans ■ TRACK: Wealth Accumulation and Executive Benefits Peter F. Hibbard, CLU, ChFC, APM, Columbia Benefits Consultants, Inc. Timothy L. Messett, CLU, Pension Investors Corporation of Orlando, Inc. Breakout Session 14 Will Your Children Still Speak To Each Other After You're Gone? ■ TRACK: Non-Traditional Kenneth V. Byers, CLU, ChFC, APM, Ken Byers & Associates Breakout Session 15 Life Insurance Industry Update/Navigating in a New Environment ■ TRACK: Non-Traditional Lawrence J. Rybka, JD, CFP, President and CEO, ValMark Securities, Inc. Breakout Session 16 Rainmaker Best Practices To Win in Any Market ■ TRACK: Practice Development Deborah Knupp, Managing Partner, Akina See pages 10-11 of the 2010 Annual Meeting Advance Program for abstracts

4:30 p.m. – 6:15 p.m.	Happy Hour with Industry Partners

5:15 p.m. – 6:15 p.m.	Un Meetings (Forum Members and Qualified Producers only)

6:45 a.m. – 7:45 a.m.	Breakfast Session Litigation Update: Life Settlements and Premium Finance ■ TRACK: Estate and Wealth Transfer Lloyd Rothenberg, Partner, Loeb & Loeb LLC

8:00 a.m. – 10:30 a.m.	General Session Successful Habits of the Legendary Sid Friedman ■ TRACK: Practice Development Charles D. Hollander, Applied Strategies & Counsel, Inc.
	Fast and Furious Sales Ideas Session

8:15 a.m. – 10:15 a.m.	Eye-Opener Coffee Bar Sponsored by Principal Financial Group

10:30 a.m. – 11:30 a.m.	Refreshment Break with Industry Partners Sponsored by Allianz Life

11:30 a.m. – 12:30 p.m.	Breakout Session 17 Transferable Skills and Ideas used to Profitably Grow Your Business ■ TRACK: Practice Development Howard Sharfman, Schwartz Benefit Services, Inc. Breakout Session 18 Estate Planning for Women: A Female Perspective ■ TRACK: Practice Development Leanne Barlow, Attorney, Joyce & Paul, PLLC Breakout Session 19 Seven Demographic and Legislative Trends and Their Impact on Estate Planning ■ TRACK: Estate and Wealth Transfer John Scroggin, JD, LLM (tax), AEP, Scroggin & Company Breakout Session 20 Annuities: The Good, Bad and Ugly ■ TRACK: Wealth Accumulation & Executive Benefits Rao K. Garuda, CLU, ChFC, President & CEO, Associated Concepts Agency, Inc. See pages 11-12 of the 2010 Annual Meeting Advance Program for abstracts

12:30 p.m. – 1:45 p.m.	Lunch Sponsored by Ashar Group LLC Life Settlement Panel: Sales Ideas, Life Expectancy Effect, Avoiding Liability Jon Mendelsohn, CEO, Ashar Group LLC David Issacson, CLU, ChFC, First Financial Resources John McCarroll, JD, Q Capital Strategies, LLC Vincent J. Granieri, FSA, MAAA, EA, CFO and Cheif Actuary, 21st Services LLC M. Bryan Freeman, President and Managing Member, Habersham Funding, LLC

2:00 p.m. – 3:00 p.m.	General Session Are You A Stock or A Bond? Create Your Own Pension Plan for A Secure Financial Future ■ TRACK: Non-Traditional Moshe A. Milevsky, Ph.D., Executive Director of the IFD Centre and Associate Professor at York University

3:00 p.m. - 4:00 p.m.	Refreshment Break with Industry Partners Sponsored by Allianz Life

4:00 p.m. – 4:30 p.m.	Annual Business Meeting

4:30 p.m. – 5:30 p.m.	“Taboo” Session (Forum Members Only)

6:00 p.m. – 7:00 p.m.	Forum-Hosted Bar Tab, Sponsored by Zurich

Wednesday's Sessions are for Forum Members only.
Sponsored by Coventry

7:00 a.m. – 8:00 a.m.		Continental Breakfast

8:00 a.m. – 9:00 a.m.		Social Networking: Best Practices for Personal & Professional Success ■ TRACK: Practice Development David Nour, CEO, Relationship Economics

9:00 a.m. – 11:00 a.m.		Sell the Estate Plan Every Client Wants, Needs and Will Love! And They’ll Buy 3 Times More Life Insurance ■ TRACK: Estate and Wealth Transfer Jack Scott, President, Comprehensive Integrated Planning, Inc.

January 16-20, 2010 Waldorf Astoria Orlando Orlando, Florida

January 16-20, 2010
Waldorf Astoria Orlando
Orlando, Florida