IAMS, Inc. is proud to present our first-ever virtual kick-off event, entitled Ascend. This three-day conference featuring some of the best minds in our industry will cover new marketing strategies, industry news, sales concepts, and more. With carrier presentations and insights from the IAMS team, you will leave this event ready to tackle 2021.
We will recognize our top producers and agencies at Ascend, and we have a number of special speakers lined up to discuss competition, innovation, and adaptation—all important ideas as we head into the new year.
KEYNOTE SPEAKER:

FEATURED SPEAKERS:

Moshe Milevsky
Professor of Finance
York University

Linas Sudzius, JD
President
Advanced Underwriting Consultants

Dr. Jack Marrion
Director of Research
NAFA

Elias Krauklis
Vice President
U.S. Equity Strategy at Barclays
EVENT AGENDA:
(ALL TIMES ARE IN CENTRAL STANDARD TIME)
Day 1 – January 20
11:00 AM
-
President’s Update
Presenter: Steve Murray -
Carrier Spotlight: Sales Ideas with F&G
Presenter: Christine Grines
12:00 PM
-
Barclays’s Global Economic Forecast & Impact on Insurance Industry
Presenter: Elias Krauklis
and Carrie Freeburg
1:00 PM
-
Increase Your Sales EQ to Drive Sales
Presenter: Dr. Jack Marrion -
Bridging the Retirement Gap: 3 Sales Ideas To Help
Presenter: Wade Eldridge
Day 2 – January 21
11:00 AM
-
Perseverance, Resiliency, and Competition: Insights from U.S Open Winner Gary Woodland
Gary Woodland in conversation with Mike Dickerson of North American and Curtis Hawks of IAMS
12:00 PM
-
Carrier Spotlight: Sales Strategies with North American Annuity & Life Products
Presenters: Tiya Stanley and Andrew Herrera -
DOL Fiduciary Rule, State Best Interests Reg & What to Expect with Pres. Biden
Presenters: Chris Conroy (IAMS), Kevin Mechtley (North American), and Blaine Doerrfeld (Athene)
1:00 PM
-
Evolving Your Business with IAMS Wealth Management
Presenters: Charles R. Heuring -
Carrier Spotlight: Sales Ideas from EquiTrust
Presenter: Jason Goodrich -
Carrier Spotlight: Nassau Re
Presenter: Jake Quagliaroli
Day 3 – January 22
11:00 AM
-
Using Annuities for a Retirement Income Plan
Presenter: Prof. Moshe Milevsky -
Carrier Spotlight: Ascending with Athene
Presenter: Mac Campbell
12:00 PM
-
Advanced Markets Planning Opportunities in 2021
Presenters: Linas Sudzius and Curtis Hawks -
Carrier Spotlight: Pension Strategies with American National
Michael Carsello and Jonathan Sacks
1:00 PM
-
Carrier Spotlight: The SPL Advantage with Baltimore Life
Presenter: Doug Murphy -
Top Producer Awards Ceremony – Trip Announcement
Presenter: Steve Murray