RICH VS. WEALTHY
Elevate your practice by mastering advanced wealth planning strategies that can turn your clients from rich to truly wealthy.
APRIL 28 & 29, 2025 I CLEARWATER, FLORIDA
Industry experts will teach you how premium financing empowers clients to secure a superior estate plan, minimize taxes, protect their families from significant business debt, and maximize wealth transfer—without depleting their own capital.
Learn the intricate details about how the mechanics of the strategy works, and see the exact tools and resources the most successful advisors in the premium financing space use to confidently speak to qualified clients about why they should add it to their overall wealth plan.
Walk away with specific ways to simplify the presentation and placement of these lucrative cases, helping you generate six-figure commissions while delivering exceptional client value.
Don’t miss this opportunity to master a game-changing solution for high-net-worth individuals. Secure your spot today!
EXPERTISE:
DRAWING ON A STRONG LEGAL BACKGROUND TO ADDRESS + FULFILL COMPLEX CLIENT NEEDS
Advanced Markets Attorney and Director of Advanced Markets at Simplicity Group, explains how using innovative tools and objective consultation can help financial advisors navigate complex client needs and achieve exceptional outcomes. David's decades of active experience brings unparalleled insight and practical solutions to help advisors thrive in a dynamic environment.
EXPERTISE:
EXPEDITING POLICY PLACEMENT
With deep expertise in advanced planning, Jeremy specializes in crafting creative solutions that integrate insurance products into estate planning, retirement strategies, and business succession planning.
His passion for simplifying complex concepts and delivering actionable strategies makes him a sought-after resource for financial professionals looking to elevate their practices.
EXPERTISE:
STREAMLINING FINANCIALS AND FACILITATING SMOOTH RENEWALS
Mark A. Storms brings extensive expertise in premium financing and advanced life insurance strategies through his leadership role at Wintrust Life Finance.
With a focus on helping financial professionals serve high-net-worth clients, Mark specializes in leveraging innovative financing solutions to optimize estate planning, wealth transfer, and liquidity management. His dedication to delivering tailored insights and practical strategies has made him a trusted partner for advisors seeking to elevate their client offerings.
EXPERTISE:
MOTIVATING CLIENTS TO TAKE ACTION
Vince takes pride in curating top-tier resources that empower advisors to connect with and serve affluent clients, ultimately elevating their own success in the process. His greatest motivation comes from helping his colleagues achieve milestones they once thought impossible, transforming their ambitions into reality. That’s the essence of his PremiumLife™.
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EXPERTISE:
NO-COLLATERAL LEVERAGED
LIFE INSURANCE
Nathan Medin is a leading specialist in collateral-free leveraged life insurance designs, helping high earners unlock the full potential of wealth planning strategies with Indexed Universal Life (IUL) and Fixed Indexed Annuities (FIA)., UFC's proprietary PremiumLife™ Flex design has become incredibly popular allowing clients to benefit from the power of premium financing even if they cannot meet traditional requirements. His innovative approach enables advisors to help more clients achieve financial happiness and security across generations.
EXPERTISE:
FOREIGN NATIONAL MARKETS
Understanding foreign national procedures is crucial for advisors aiming to expand their life insurance premium financing business because foreign nationals often represent a significant segment of high-net-worth individuals who are ideal candidates for these strategies
With a deep understanding of the diverse needs of international clients, Fabian has become a trusted authority in providing tailored life insurance solutions that align with cross-border planning and wealth management goals.
EXPERTISE:
PARTNERING WITH FINANCIAL ADVISORS TO HELP MORE CLIENTS WITH THEIR ESTATE PLANNING NEEDS
David R. York is an estate planning attorney and CPA with more than 20 years of experience and has worked with over 7,000 clients, including billionaires and business owners, celebrities and sports figures, and entrepreneurs of all shapes and sizes.
He is also the co-creator of the Entrusted Planning process, which provides individuals, couples, and families with the clarity needed to put words to their why and to align their individual purpose with their personal estate and financial planning.
EXPERTISE:
QUANTITATIVE ANALYSIS + PRODUCT DEVELOPMENT
Jakob is responsible for the development and pricing of new Life Insurance products at Allianz Life. With over 8 years of experience in product development, he's honed his skills in risk management, financial modeling, and data analysis. With an educational background in Physics from the University of Minnesota, he leverages his strong foundation in quantitative analysis to to drive successful product launches and to help clients achieve their financial goals.
EXPERTISE:
BUSINESS TAXATION AND QUALIFIED PLAN STRATEGIES
For over 26 years, Scott R. McHenry, President and Chief Actuary of McHenry Advisers, has been focused on ways to help clients turn their hard work into a dream retirement. Scott quickly learned the qualified plan business with great mentors and passed the
esteemed Enrolled Actuary exams. In 2006, Scott's vision for his own firm led him to starting McHenry Advisers. Today, he leads a team of 35 tax strategy specialists and enrolled actuaries, designing custom tax strategies for their high-net-worth business-owner clients.
Agenda:
Monday, April 28th
6:30pm Welcome Reception + Dinner, Marina Cantina
Arrivals to be scheduled before 5pm, Monday
Departures to be scheduled after 6pm, Tuesday
Tuesday, April 29th
8:30am - Breakfast Buffet, UFC Headquarters
1499 Gulf to Bay Blvd. Clearwater, FL 33767 (Floor 2)
9:00am - Welcome Address
Vincent Munno, President UFC
9:15am - Navigating the Rate Environment
Overcoming Today's #1 Objection and Identifying the Right Clients for Premium Financing Success
Mark Storms CLU, ChFC, Vice President, Wintrust Life Finance
10:00am - Estate Planning in Times of Change
Addressing Post-Election Uncertainty, Supreme Court Decisions, and Protecting Legacies
David Foster JD, AEP, CLU, ChFC, CAP,
FLMI Director, Advanced Markets, Simplicity Group
10:30am - Winning Premium Financing Cases
Leveraging UFC's Proprietary Tools for Estate Tax Insights, Policy Estimates, and Client-Ready Visuals
Vincent Munno, President, UFC
11:15am - Unpacking IUL Performance
How Credits Are Earned, Historical Success, and Why Investors Are Drawn to This Strategy
Jakob Erickson, Actuary, Product Development, Allianz
11:45pm - LUNCH
12:30pm - Maximizing Success with Allianz
Ensuring Compliance, Streamlining Premium Financing Cases, and Leveraging Key Strengths
Jeremy Conover, Director, Advance Design, Allianz
1:00pm - Unlocking Opportunities with Symetra
Leading Solutions for Foreign Nationals in Premium Financing Life Insurance
Fabian Gonzalez, Multicultural Markets National VP, Symetra
1:30pm - The Power of Collaboration
Partnering with Advanced Estate Planning Attorneys to Serve High-Net-Worth Clients
David York, JD, CPA, Managing Partner, York, Howell & Guymon
2:00pm - BREAK
2:10pm - Cash Balance Plans
A Key Strategy for Financial Advisors to Deliver Immediate Tax Relief and Long-Term Savings for Successful Business Owners
Scott R. McHenry, FCA, MAAA, MSEA
President & Chief Actuary, McHenry Advisers, Inc.
2:45pm - Bringing It All Together
The Waterfall Legacy Plan, UFC’s FLEX Strategy, and Integrated Solutions for Lasting Client Success
Nathan Medin, Senior Partner, UFC
3:30pm - CONCLUSION
Highlighted Tools + Resources:
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Marketing Resources to Grow Referral Network
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Advanced Trust Planning Integration
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Customized Client Education and Objection Handling
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Waterfall Legacy Planning
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Estate Tax Calculator
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Compliance Guidelines
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Streamlining Insurance + Loan Requirements
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Risk Management Factors
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Inforce Policy Credit Estimator Tool
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Renewal Process + Performance Reviews
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Market Trends + Innovations
Invitation only, Monday night's hotel stay complimentary of UFC.
Advisors Interested in Seminar Marketing are invited to stay and attend Tuesday - Wednesday's Marketing + Sales Summit. Ask your ADC for more details on that event.
TUESDAY EVENING - Live Middle Market Client Seminar Event
WEDNESDAY - All day Marketing + Sales Summit for FIA and IUL Sales to the Seminar Audience
For More Information Call Your Internal ADC directly or dial 800-661-6596 to be connected to the team.