Agenda - Tuesday September 19, 2023

7:45 AM Sharp – 8:00 AM

Opening Remarks – Mr. Mike Englert, BA, B.Ed., EPC

8:00 AM – 9:00 AM

Topic TBA

Presenter TBA

9:00 AM - 10:00 AM

Retirement Planning with Life Insurance - The Strategy Advisors Can’t Ignore

Life insurance has become one of the most versatile and powerful tools in modern retirement planning. In this session, advisors will explore how participating whole life - especially today’s enhanced product designs - can create tax‑efficient income, protect client wealth, and strengthen long‑term financial security. We’ll break down how to position life insurance as a core retirement asset, when it fits best, and how to communicate its value in a way that resonates with clients. You’ll leave with practical strategies, real‑world examples, and a clearer understanding of how to elevate your retirement planning conversations.

What Will the Advisor Learn from This Presentation?

In this powerful session, we’ll dive into Foresters Advantage Max, the newest PAR whole life solution engineered for today’s retirement‑focused marketplace. Advantage Max delivers significantly increased cash values starting in year 10, enhanced death benefits beginning in year 1, and one of the highest FYC opportunities in the industry.

This combination unlocks innovative planning strategies that resonate with clients and open new markets for your business.

Presentation Overview

In this presentation, Ayal will explore real‑world case studies, practical sales applications, and advisor‑tested guidance that will help you position life insurance as a cornerstone of a modern retirement plan. More importantly, you’ll learn how to capture both the minds and hearts of your clients - building trust, elevating your value, and securing long‑term relationships.

Don’t miss this opportunity to sharpen your skills, expand your sales potential, and take your business to the next level with a product designed for growth, flexibility, and client impact.

Ayal Alalouf

10:00 AM - 11:00 AM

Glenn Freeland CPCA, EPC

11:00 AM - 12:00 PM

Michael Danks CLU, AIIC, EPC

12:00 PM - 1:00 PM

How Top Advisors Are Saving 15 Hours Per Week with AI

Advisors and their teams are buried in manual work.

Meeting prep. Drafting emails before and after meetings. Note taking. Re keying an address across multiple tools. Manually entering data into the CRM and planning software like Conquest. Chasing follow ups. Updating tasks.

Individually, each task feels small. Collectively, they consume up to 10 to 15 hours per week.

What Will the Advisor Learn from This Presentation?

Advisors will learn from this presentation that AI isn’t replacing them. It’s replacing the administrative drag that keeps advisors from doing the work that grows their practice. The top performers - the ones who consistently stay ahead of client demands, regulatory shifts, and competitive pressure - are using AI as a force multiplier.

The advisors pulling ahead are not working longer hours. They are redesigning their workflow with purpose-built AI tools that automate prep, structure notes, draft follow ups, and sync insights directly into the systems they already use. They're leveraging performance coaching and client insights that results in deeper client relationships and more AUM converted.

The result is more time spent in high value conversations with clients and prospects.

Presentation Overview

In this session, you will see how leading firms are integrating AI into their daily workflow to eliminate repetitive work, improve team coordination, and elevate the client experience.

You will leave with a practical framework to help you reclaim up to 15 hours per week without disrupting your existing tech stack.

John Connell, Founder & CEO

1:00 PM - SCAN Out and Adjourn