2014 LAMP Exhibitors

2014 LAMP Exhibitors

Keir Educational Resources

Booth 518

Shannon Bryant 
4785 Emerald Way 
Middleton, OH 45044 

TF: 800-795-5347
PH: 513-422-4860
FX: 800-895-5347

Keir Educational Resources develops study media for the financial planning industry. Keir provides study media and courses for the CFP® certification, CLU, ChFC, CPCU, and a range of securities licensing exams. Visit keirsuccess.com for a list of products and services.

A.D. Banker & Company

Booth 302

Dennis Anderson
5000 College Blvd., #120
Overland Park, KS 66211

TF: 800-866-2468
PH: 913-451-1280
FX: 913-451-1214

A.D. Banker & Company is a nationwide pre-licensing and CE provider with state-specific solutions! It offers solutions for life and health, property and casualty, and Series 6/63. Course formats include live, webinar, video, online, and print.

The American College

Booth 331

Jack Hondros
270 S. Bryn Mawr Ave.
Bryn Mawr, PA 19010

PH: 610-526-1454
FX: 610-526-1497

The American College is the nation’s leading educator of professionals in the financial services industry. The college serves more than 35,000 students, predominantly through distance education, and offers an array of specialized designation program, two master’s degree programs, a Ph.D., and customized continuing-education programs. For more information, visit theamericancollege.edu.


Career Activity Management

Booth 617

Delia and Barry Alberstein
P.O. Box 2040
Blaine, WA 98231

PH: 360-371-7470
FX: 866-712-6632

The Career Activity Management (CAM) System is a web-based practice management system that tracks and analyzes advisor sales activities, inventory, and ongoing follow-ups. Created by Dr. Barry Alberstein, co-author of Al Granum’s Building a Financial Services Clientele text, the CAM System supports and enhances the classic OCS, but with significant innovations such as integration with Microsoft Outlook, Google, and LinkedIn. The new 2014 version also includes a recruiting module that provides the same functionality for recruiters! All reports roll up authorized management for greater transparency and diagnostic clarity. And with built-in coaching assistance, the CAM System allows managers to offer practical corrective actions for knowledge or skill deficits.


Booth 309

Bill Dwoinen
200 N. LaSalle, Suite 1100
Chicago IL 60601

PH: 212-659-7034
TF: 877-345-5256

Doing our part to create a stronger job market, CareerBuilder empowers businesses and individuals with the resources they need to maximize their potential and match the right employers with the right skill sets. As the job market shifts, CareerBuilder will be there every step of the way, empowering employment.

ConsulTel, Inc., Telephone Skills Training

Booth 610

Gail Goodman
150 Buxton Rd.
Bedford Hills, NY 10507

PH: 914-242-1108
FX: 914-242-1109

Gail Goodman, a.k.a. The Phone Teacher, has provided appointment-setting training to the industry for more than two decades. She constantly updates her materials and is the go-to expert on the critical changes required to keep appointment books full. In-house seminars, licensing agreements, and up-to-date training materials are available.

The Corporation for LTC Certification

Booth 621

Melissa Hamilton
188 Needham St., Suite 230
Newton, MA  02464

PH: 877-771-2582, ext. 107

The No.1 long-term-care training and designation program is now available in an eLearning, self-study online format. The video is based on the same “live classroom” program that has trained more than 25,000 students since 1999. See the demo of version 2.0 at our booth (621), right behind the Hoopis Performance Network.

The Culture Index Program

Booth 320

John Puffer
1492 Spring Park Walk
Cincinnati, OH  45215

PH: 262-643-6538
FX: 262-501-0579
Jpuffer @cindexinc.com

The Culture Index Program is a perfect fit for every responsibility a manager has in the insurance and financial services industry. The company will help you transform your recruiting and selection process, and show you how to coach and motivate your team to higher levels of productivity.  When it comes to leadership identification, the Culture Index Program is the most accurate assessment in the marketplace, the company says. And if your goal is to increase retention rates, the company can show you how to double the national average with its Intentional Mentoring Program.  

Curtis 1000

Booth 326

Steve Lawrence
1725 Breckinridge Pkwy., Suite 500
Duluth, GA 30096

PH: 678-694-0241

Curtis 1000 helps insurance companies of all sizes communicate unique and memorable messages through promotional items and personalized print. Curtis 1000 consistently exceeds customer expectations with an industry-leading selection of apparel, promotional, and incentive items, all focused on building your brand. Learn more at curtis1000.com.

Directions AV

Booth 225

Tom Grubbe
145 East Commerce Dr.
Schaumburg, IL 60173

PH: 847-963-8500
FX: 847-963-8509

Your meeting is a unique opportunity to communicate. Our goal is to make your message clear,  memorable, and indelible. With creativity and technical expertise, we manage your message with the same expertise we bring to the theatrical side of your show. The messages we produce don’t just make momentary impressions — they have a lasting impact.


Edulence Corporation

Booths 411 and 510

Peter Getchell
36 W. 20th St., 9th Fl.
New York, NY 10011

PH: 212-792-5800
FX: 212-792-5810

Edulence provides easy-to-use online tools and affordable services to create, distribute, and track digital media content in the financial services industry. Home offices, field offices, and advisors leverage Edulence solutions to enhance their marketing, recruiting, and development initiatives.



Booth 502

Rob Eredini
11161 Overbrook Rd.
Leawood, KS 66211

PH: 913-721-5680

ExamFX is a leading provider of online pre-license education, offering courses in life and health, property and casualty, and Series 6/63, 7, 65, 66, 24, and 26. Always-up-to-date courses and concise content deliver the highest pass rates in the industry. Courses address multiple learning styles and provide easy-to-use tools for managers to track the progress of their associates.



Booth 219

Deanna Havard
10101 Renner Blvd.
Lenexa, KS 66219

TF: 877-933-9261
PH: 601-899-9810
FX: 913-888-6374

We know you want to focus on your client, not on tracking down paperwork or following up on missing signatures. With ExamOne managing your application process, you can rest assured that your applicants’ experience will be enjoyable and professional. And with our innovative scheduling system, convenient appointment options, and laboratory integration, your policy delivery cycle will be faster than ever.

Fierce Inc.

Booth 531

Stacey Engle
101 Yesler Way, Suite 200
Seattle, WA 98101

TF: 206-787-1100
FX: 206-787-1120

Fierce, Inc., is an award-winning leadership development and training company that drives results for business by improving workplace communication. Tailored to any organization, Fierce principles and methods translate across the globe, ensure individual and collective success, and develop skills that are practical, easy to learn, and can be applied immediately.


Fujitsu Computer Products of America, Inc.

Booth 618

Allie Rumpanos 
1250 E. Arques Ave.     
Sunnyvale, CA 94085


PH: 831-227-7813

Free up space with the Fujitsu ScanSnap scanner.  This easy-to-use color scanner allows users to quickly convert paper documents to PDF files that are easily organized, shared, and protected. Perfect for home and small-business environments, the ScanSnap family of scanners brings duplex multi-sheet scanning to everyone.


GAMA Foundation for Education and Research

Booth 431

Michelle Johnfinn
2901 Telestar Ct., Suite 140
Falls Church, VA 22042

TF: 800-345-2687
PH: 571-499-4308
FX: 571-499-4302

The GAMA Foundation for Education and Research, created in 1990, is dedicated to research and education that enhance the profitability and productivity of field management in the insurance and financial services industry. Its research is used by field leaders around the world to identify best practices, challenge assumptions, and improve the profitability of their organizations. All GAMA Foundation programs are funded through donations from individual contributors.

GAMA Foundation Volunteer Booth

Booth 509

Michelle Johnfinn
2901 Telestar Ct., Suite 140
Falls Church, VA 22042

TF: 800-345-2687
PH: 571-499-4308
FX: 571-499-4302

The GAMA Foundation for Education and Research wants you! Stop by to check out the exciting opportunities available with the GAMA Foundation and lend your skills and expertise to a great cause.


Booths 335 and 434

Michael Vanelli
232 11th Ave.
Collegeville, PA 19426

PH: 610-831-5377

GAMA International is proud to announce the availability of products personalized with the GAMA logo. Show your pride with GAMA International’s new frames, pins, clothes, custom awards, and more.

GAMA International

Registration Area

Amanda McCollough
2901 Telestar Ct., Suite 140
Falls Church, VA 22042

TF: 800-345-2687
PH: 571-499-4313
FX: 571-499-4302

From recruiting new advisors to developing leadership teams, GAMA International’s world-class professional development resources provide field leaders with the critical skills they need to lead and grow their organizations.



Booth 602

John Ramos
4801 Lang Ave. NE, Suite 110
Albuquerque NM 87109

PH: 888-798-2501

When your business growth isn’t what you planned, when your tried-and-true approach isn’t working anymore, when you just need a fresh approach — get my free newsletter. Get solutions. Get Trajectory.


Grimes & Associates

Booth 509

Bill and Linda Grimes
12460 St. Andrews Dr., #A
Oklahoma City, OK 73120

TF: 800-282-2412
PH: 405-748-6800
FX: 405-748-6802

Our expertise in assessment, selection, and retention is not abstract or theoretical but practical and hands-on. Our driving passion is to help sales organizations around the world maximize their potential by focusing on two critical areas: (1) assessment / selection, and (2) training /development. SPQ*GOLD can be used for both.

Hearsay Social

Booths 435 and 534

185 Berry St., Suite 3800
San Francisco, CA 94107

TF: 888-990-3777
PH: 415-692-6230

Hearsay Social empowers global financial services teams to efficiently and successfully use social media to attract prospects, retain customers, and grow business. The enterprise-ready solution boosts advisor productivity and incorporates best practices while ensuring brand integrity and compliance for financial services firms.

Heritage Capital USA, Inc.

Booths 504

Ryan Parson
4939 W Ray Rd., Suite 4
Chandler, AZ 85226

PH: 866-210-0158

Heritage Capital USA, Inc., provides opportunities to private lenders and purchasers to take advantage of current market conditions related to distressed and performing real estate. By working directly with lenders, hedge funds, individuals, loan originators, and servicers to acquire assets at all levels of performance and nonperformance, we are able to purchase assets at a discount and pass on these discounts to its private investor partners.

High Activity Sales, LLC.

Booth 635

Samantha Lurey
5 River Road, Suite 141
Wilton, CT 06897

PH: 888-799-4382
FX: 888-801-6758

Hire top talent. Reduce turnover costs. Reduce risk. Increase revenue. At High Activity Sales, LLC. we help clients do THAT and more. Come check out our suite of CraftMetrics selection tests and interview guides – wrapped around a customizable recruitment portal and see how you can start getting top talent in your organization today.


Hoopis Performance Network

Booths 517, 519, 521, and 616

Margaret Brueck 
790 Frontage Rd., Suite 300 
Northfield, IL 60093

PH: 847-716-1810
FX: 847-716-1801

The Hoopis Performance Network (HPN) is an innovative  sales training and leadership development organization that provides resources to financial professionals. HPN’s suite of products features web-based learning programs such as the HPN Community, Trustworthy Selling, Advanced Planning Channel, and the eCLTC designation. HPN also hosts live, interactive workshops through its Firm Foundations sales and leadership series.


 Identity Branding/e-Relationship

 Booths 426, 428, and 430

Robert Krumroy
3300 Battleground Ave., Suite 250         
Greensboro, NC 27410                                            identitybranding.com                                              

TF: 800-851-8169
PH: 336-303-1000
FX: 336-303-7318

It’s a fact! Identity Branding’s e-Relationship has been proven to increase retention and production — often by more than 50 percent. Get your company statistics, the details on the free new-agent e-Relationship version, and how to use it for recruiting. 


  Integrity Solutions

Booths 308 and 310

Mike Esterday 
1801 West End Ave., Suite 530          
Nashville, TN 37203                                           

TF: 800-646-8347
PH: 615-385-0355
FX: 615-806-8747

For more than 40 years, Integrity Solutions has helped financial services leaders and advisors achieve peak performance. Our proven solutions drive business results, increase advisor retention, and deepen client relationships. This values- and ethics-based approach to sales, service, and coaching has been the competitive advantage for leading organizations around the world.


Kaplan Financial Education

Booth 217

Greg Brumbeloe
332 Front St.
La Crosse, WI 54601

PH: 608-779-8599

Kaplan Financial Education is a leading global provider of financial education and exam prep products. We’ve helped hundreds of thousands of professionals prepare for insurance pre-licensing and securities exams, as well as maintain their licensure through our full line of continuing-education courses. Our products deliver the complete experience, surrounding you with the resources to achieve your goals.


Keir Educational Resources

Booths 529 and 527

Henrietta Nye
4785 Emerald Way
Middleton, OH 45044

PH: 800-795-5347, ext. 103
FX: 800-895-5347

Keir Educational Resources provides study material to help financial services professionals pass insurance and securities licensing exams. Keir also offers study aids for pre-licensing, CLU, ChFC, CPCU, and CFP certification courses as well as comprehensive review material for the CFP certification national exam. When it comes to exam preparation, Keir delivers the expert resources and proven support that will improve your study experience and maximize your results.

Kinder Brothers International

Booth 630

David Smith 
17110 Dallas Pkwy., Suite 220
Dallas, TX 75248

TF: 800-372-7110
PH: 972-380-0747
FX: 972-250-3681

Kinder Brothers International provides sales training and management development programs to top-tier insurance companies worldwide. Its solutions and services are designed to help sales professionals and sales management through such methods as eLearning, classroom, train the trainer, video conferencing, and one-on-one coaching. Globally, more than 300 companies have come to rely on Kinder Brothers for training everyone from the agent to the CEO.  

Knock Out Networking

Booth 620

Michael Goldberg
P.O. Box 606
Jackson, NJ 08527

PH: 732-961-7878

More prospects! More referrals! More business! Michael Goldberg’s “knock-out” networking programs have helped financial firms generate hundreds of thousands of dollars of increased revenues, recruiting, and retention. Michael speaks at sales meetings, runs training camps, supports training and marketing departments, and delivers actionable approaches that can be implemented immediately!

Krimson BY Kwame

Booths 235 and 334

Corwyn Thomas
415 Glensprings Dr, Suite 204
Cincinnati, Ohio 45246

PH: 513-252-8058


Kwame Jackson, star of NBC’s first season of The Apprentice, and business mogul Corwyn Thomas have re-launched their fashion company, Krimson Brands, which designs executive neckwear. Their ties and bowties are currently sold in more than 200 Dillard’s Department stores nationwide under the brand name Krimson By Kwame. Kwame and Corwyn’s designs have been featured in such publications as People, O Magazine, Ebony, and DUO Magazine. Celebrity customers include billionaire New York City mayor Michael Bloomberg and three-time Super Bowl champion Michael Irvin.


Langel & Woods Clothiers

Booths 535 and 634

Pat Langel
139 4th St., Suite 100
West Des Moines, IA 50265

PH: 515-223-5347
FX: 515-223-5399

A good fit means everything. Unlike boutiques that may nip and tuck something off the rack, at Langel & Woods Clothiers we start from scratch and create a professionally customized garment to your exact specifications. With more than 2,000 fabric selections available, you can select every detail of your new wardrobe addition down to the thread. Once you try Langel & Woods, you'll wonder why you ever denied yourself the best in style, comfort, and service.


LEAP Systems, Inc.

Booths 503 and 505

Rod Miller
1170 U.S. Hwy. 22 East, Suite 204
Bridgewater, NJ 08807

PH: 908-231-1511
FX: 908-231-8448

For more than 30 years, LEAP has offered innovative financial strategies, methodologies, and resources that provide financial professionals the training and tools needed to accelerate their businesses. LEAP's new cloud-based platform takes things to a new level of success for client, agent, agencies, and home offices.  LEAP can help you discover, identify, visualize, implement, and achieve.

License Coach

Booth 329

Jeff Hachtel
825 N. Market St., Bldg. M, Suite 245
Allen, TX  75013

PH: 888-804-2624
FX: 888-839-5412  

License Coach offers pre-license training courses for series exams, property and casualty, and life and health. Innovative technologies and rich multimedia provide engaging and educationally entertaining programs. Utilizing the latest series testing information, state-specific, and provider-specific based testing allows you to rest easy, knowing you will pass!


The LIFE Foundation


Booth 229


Michael Keenan
1655 N. Fort Myer Dr., #610
Arlington, VA 22209

TF: 888-LIFE-777
PH: 202-464-5000
FX: 202-464-5011

The LIFE Foundation is a nonprofit organization whose mission is to inspire the public to take personal financial responsibility through the ownership of life insurance and related products. The LIFE Foundation also seeks to remind people of the important role agents play in helping businesses, families, and individuals find the right insurance products.




Booth 511

Kathryn Reid 
300 Day Hill Rd.
Windsor, CT 06095

PH: 860-298-3902
FX: 860-298-4027

LIMRA leverages 90 years of industry experience to provide you with hiring and training solutions that boost productivity, increase sales, enhance service quality, and improve your bottom line. Managers around the world who face the same challenges you do rely on our practical solutions to identify and develop top performers.


Booths 317, 319, and 321

Debra Martin
325 W. Touhy Ave.
Park Ridge, IL 60068

PH: 847-692-6378
FX: 847-518-8921

MDRT (Million Dollar Round Table), “The Premier Association of Financial Professionals,” is the internationally recognized standard of excellence in the life insurance and financial services profession. Stop by to discover MDRT’s solutions and resources that enhance productivity, client service, and quality of life. To see why financial professionals join MDRT, go to joinmdrt.org.



 The Mission Driven Advisor 

Booth 328

Raeanne Lacatena
620 Park Ave., #170
Rochester, NY 14607

PH: 585-672-5700, ext. 102

The Mission Driven Advisor courses teach enlightened entrepreneurship to financial services professionals. This four-year series provides advisors with individual mentoring and experiential group mentoring that evolves the advisor’s skill set across five important spectrums of stewardship: energy, time, relationships, production, and money.



Booth 231

Susan Waters
2901 Telestar Ct.
Falls Church, VA 22042

TF: 877-866-2432
PH: 703-770-8100
FX: 703-770-8224

Founded in 1890 as the National Association of Life Underwriters, NAIFA is the trade association for financial services professionals nationwide. Comprising more than 600 state and local associations and 50,000 members, NAIFA offers its members unparalleled advocacy and bottom-line benefits.



The One Page Business Plan Company

Booth 525

Jim Horan                                           
1798 Fifth St.                                      
Berkeley, CA 94710

PH: 510-705-8400
FX: 510-705-8403 

Since 1994, independent agents, owners, and executives from some of America’s most successful financial services companies have used The One Page Business Plan to create clear, concise, and actionable plans. Its consulting, training, and web-based planning and performance management systems are available through our national network of more than 500 senior consultants. 


Booth 402

Chris Carmichael
383 Corona St., Suite 321
Denver, CO 80218

PH: 888-998-9811

PointAcross delivers the easiest and most effective web-based presentation tool to create personalized messages that compel action. PointAcross collaborates with you, our valued client and colleague, combining the power of voice with our proprietary messaging solution to support and build your most critical business relationships.

Polaris One

Booth 408

Robert Arzt
10216 Sweetwood Ave.
Rockville, MD 20850

PH: 301-610-5624
FX: 301-610-5625

Polaris One is a training and development company dedicated to the financial services industry. It offers individual coaching, management team coaching, and other programs designed to give professionals immediate and significant results in their recruiting, retention, and productivity efforts. Polaris One also offers free teleclasses, monthly e-zines, and collaborative coaching sessions.  


Precise Leads, Inc.

Booth 604

Hunter Ingram
227 W. 29th St.
14th Floor
New York, NY 10001

PH: 646-649-9900

Precise Leads, Inc., is a New York–based company founded by technology and marketing entrepreneurs. Frustrated by the lengths at which people must go to find and compare insurance and financial quotes, we combined our expertise to create a free service where insurance and financing come to the consumer. We have aptly named this service “Find the Quote that's Right for You.” Precise Leads is highly rated within the insurance and financial community, successfully serving individual agents, regional agencies, and publicly held corporations.


Pre.License.com /WebCE

Booth 211

Dan Tromblay
P.O. Box 850058
Richardson, TX 75081

PH: 972-616-1148
FX: 312-263-8680

PreLicense.com, a service of WebCE, offers effective online training products to prepare individuals for their state insurance licensing exam, including state-specific content, Exam prepCoach (a live coaching service pairing the student with a personal mentor), and Exam Tutor (an online practice exam tool and state exam simulator), all backed by a money-back guarantee to pass.



 Red Zone Marketing

 Booth 304

Maribeth Kuzmeski
100 S. Atkinson Rd., Suite 116
Grayslake, IL 60030

PH: 847-367-4066 

Red Zone Marketing specializes in developing strategies for achieving measurable new-business growth for financial services firms. President Maribeth Kuzmeski is the author of seven books and has appeared in numerous media outlets, including Fox News, Forbes, and the Wall Street Journal, discussing innovative marketing strategies.


Referral Coach International  

Booth 404

Bill Cates
7901 Sandy Spring RD., Suite102 
Laurel, MD 20707

PH: 301-497-2200
FX: 301-497-2228

More high-value clients through personal introductions! A stronger referral culture in your firm! Bill Cates’s new book, Beyond Referrals, has just been released and is receiving rave reviews as a groundbreaking look into client acquisition. His Referral Advantage video program is being used by hundreds of GAMA members. Check out a fun way to teach referrals at referralfitnesstv.com.


Resource Edge

Booth 327

Phil Gonzalez
6375 S. Pecos Rd., Suite 114
Las Vegas, NV 89120

PH: 800-979-4665, ext. 551
FX: 702-529-0281

Resource Edge has offered front-end prospecting management technology since 1999. In 2007, the company worked intensively with top industry producers within Aflac, Colonial Life, and Farmers to create InsuraSeek. Since 2012, InsuraSeek has been the only front-end candidate prospecting management solution designed exclusively for the insurance and financial advisor marketplace (visit insuraseek.com).

Richard Weylman, Inc.

Booths 316

Teri Kotlarski 
P.O. Box 510970
Boca Grande, FL 33921

TF: 800-535-4332
PH: 941-828-3600
FX: 941-828-3604

Yes, you can improve retention and agent activity. Richard Weylman (current best-selling author, Hall of Fame speaker, chairman of Weylman Consulting Group) and his experienced team deliver the proven solutions that will elevate your team’s business performance in today’s marketplace. Delivery platforms include speaking, coaching, consulting, and our online university.

 Sales Activity Management (SAM)

Booths 416, 418, and 420

Mickey Straub
15W256 N. Frontage Rd.
Burr Ridge, IL 60527

TF: 800-254-4SAM
PH: 630-645-1SAM
FX: 630-645-0726

Sales Activity Management (SAM) provides business management tools to help establish and maintain good work habits so you can achieve your goals. The company can help you attain your production and retention goals with some of  the most effective activity-management tools and systems available and the training to help you implement them. All of our tools for success are customizable around your unique culture. SAM has more than 70,000 clients, with offices in Chicago and Philadelphia. 


Sales Manage Solutions

Booth 405

Steve Suggs
10820 Murdock Rd., Suite 103
Knoxville, TN 37932

PH: 865-567-2871

If you are looking for some new and innovative resources for recruiting salespeople, Steve Suggs will have his updated book, Can They Sell — A Sales Leaders Guide to Recruiting Advisors - plus the Recruiting Tools Field Manual, at the Sales Manage Solutions booth (405). Also, learn about the latest technology in personality profiles. The new CTS Sales Profile is now available. It will help you measure resiliency to rejection and whether your candidates will maintain high activity levels. Come by to learn about this best practices recruiting system. For the past 30 years, the company has been helping sales managers increase retention, accelerate ramp-up time, and boost sales.


Securities Training Corporation

Booth 311

Maggie Hernandez
17 Battery Pl., Suite 1025
New York, NY 10004

TF: 800-782-1223
PH: 212-485-2230
FX: 212-485-2344

Securities Training Corporation (STC) was founded in 1969 to address the training needs of the securities industry. From there we went on to become a leading provider of training solutions dedicated solely to the financial services industry. STC offers a wide variety of study options, from self-study programs, to traditional classes, to virtual classes, to online on-demand lectures. Our content is available on all mobile devices. We offer life, accident, and health pre-licensing training in all 50 states. We customize annual compliance meetings and develop firm element and regulatory element training materials to meet continuing-education requirements.

Self Management Group

Booth 625

Louise Chioran 
155 Rexdale Blvd., Suite 304
Toronto, ON M9W 5Z8

PH: 416-746-0444
FX: 416-746-6484

Self Management Group, a world leader for more than 30 years, is a single-vendor, fully integrated talent-management solution. Its validated assessment tools and performance coaching systems are suitable for selection, succession planning, leadership development, career management, training, and coaching.  


Selling In A Skirt

Booth 608

Judy Hoberman
206 Manor Pl.
Southlake, TX 76092

PH: 203-605-3635

As women in business, you can’t ignore sales. Unfortunately, that is what most women naturally want to do. Learn from a female trailblazer who has been there, done that, and understands the frustrations women encounter every day. Selling In A Skirt helps you go from visiting to closing, without “selling.”

 The Sequoia System for Advisors 

Booths 325 and 424

Edward J. Sierawski
1515 Legacy Circle
Naperville, IL 60563

PH: 630-955-6030
FX:  630-955-6131

Sequoia System International has been dedicated to professional development in the financial services industry since 1996. During that time we have engaged more than 350 firms and more than 20,000 participants. We elevate the performance and productivity of each advisor by utilizing proven processes and tools for new-client acquisition, revenue-generating appointments, and focused practice management.


 The Society for Annuity Facts & Education

Booth 221

1155 F St., NW 
Washington, DC 20004 

PH: 414-332-9306, ext. 1
FX: 415-946-3532

The Society for Annuity Facts & Education (SAFE) is an educational nonprofit, non-stock corporation. It serves as a resource for consumers to learn about annuity products and their role in insuring retirement savings and retirement income. SAFE believes that it’s critically important to provide easy-to-understand, unbiased, comprehensive information about annuity products. Doing so helps consumers make informed decisions. SAFE has a multifold purpose. Among other things, SAFE works to:

  • Assist in protecting consumers by providing a solid source of reliable information about annuity products

  • Limit the amount of misinformation each audience (consumers, professionals, and the media) is exposed to and communicate important facts about all annuity products

  • Provide a forum for the exchange of information among all persons having an interest in annuity products



Booth 203

Greg Muir
8655 E. Via de Ventura, Suite E175
Scottsdale, AZ 85258

PH: 888-422-7714, ext.706

TesTeachers specializes in teaching individuals to pass insurance and securities licensing exams. We offer the most comprehensive online pre-license training programs available anywhere. With over 35 years of experience, we have built the most effective training platform in existence, all in a pursuit to assist individuals in passing their exams.



 Booth 410

Janet M. Vandenbark                         
706 2nd Ave., #271                            
Minneapolis, MN 55402

PH: 612-843-5007

Think2Perform is a consulting firm designed to help businesses and individuals achieve sustained optimal performance. By focusing on practical application, Think2Perform’s leadership and sales development training and executive coaching provides leaders with simple tools to improve their decision making in the presence of competing and difficult-to-deal-with emotions.

 Tom Hegna

Booths 403

Tom Hegna
343 Commercial St.
Union Wharf #214
Boston, MA 02109

PH: 617-230-4886

These aren’t normal times, and Tom Hegna knows it. A former senior executive with a Fortune 100 financial services company, Tom is now a best-selling author and highly sought-after speaker who is transforming the way people plan for retirement. With his thought leadership and innovative style, he has shown Baby Boomers how to create security in retirement using financial products in exciting new ways, proving that a successful retirement is still within reach. Let Tom show your advisors how to help their clients retire the optimal way.


Trust Builders inc.

Booth 303

Susanne Evers
P.O. Box 1088
Dallas, OR 97338

PH: 503-831-1111
FX: 877-718-2693

The Retirement Analysis Kit (TRAK) is a software tool that helps advisors effectively and efficiently educate individuals about retirement. TRAK has been ranked the top sales tool by many in the industry, including leading 401(k) trainer Charlie Epstein and numerous advisors.  Whether working with a group of 401(k) clients or working one-on-one, TRAK focuses on helping individuals understand what they must do today. Visit asktrak.com today. 

Women in Insurance and Financial Services

Booth 227

Deb Duffy
136 Everett Rd.
Albany, NY 12205

PH: 866-264-9437

Women in Insurance & Financial Services (WIFS) is the preeminent organization for professionals in the insurance and financial services industry. Membership consists of more than 1,000 women. With 30 chapters throughout the country, WIFS to delivers benefits locally in support of its mission to attract, develop, and advance. To learn more, please visit wifsnational.org or call 866-264-9437.

Keir Educational Resources

Booth 518

Shannon Bryant 
4785 Emerald Way 
Middleton, OH 45044 

TF: 800-795-5347
PH: 513-422-4860
FX: 800-895-5347

Keir Educational Resources develops study media for the financial planning industry. Keir provides study media and courses for the CFP® certification, CLU, ChFC, CPCU, and a range of securities licensing exa. Visit keirsuccess.com for a list of products and services.