Ready to close more premium finance business? Join us at this exclusive symposium to unlock cutting-edge research, gain actionable insights, and master the industry-leading resources you need to close more deals.
Simplicity is a market leader in leveraged life insurance business. From Kai-Zen and premium finance solutions to specialized strategies for business owners and high-net-worth clients, we have the resources to help you scale your practice.
Designed as a deep-dive, advanced learning meeting, this symposium gives you actionable strategies for the leveraged life insurance market.
● Master the Sale: Learn exactly how to position and close complex, highly lucrative deals.
● Gain an Edge: Dive into the latest industry research and market trends.
● Upgrade Your Toolkit: See live demonstrations of the newest tools designed to help you win.
● Insider Access: Hear directly from top industry experts and leading carriers.
● The Ultimate Platform: Discover how you can lean on Simplicity's proprietary platform,
recognized as the best in the business.
Each person is responsible for booking his/her own air travel.
Dallas-Fort Worth International Airport (DFW)
is the closest airport.
Arrivals: Check-In begins at 12:00 PM on September 30th. We recommend flying into DFW the morning of September 30th.
Departures: Please book your return flight for October 2nd.
Navigating the High-Net-Worth Landscape: Trends in Large Case Underwriting, Leveraged Life Insurance, and Reinsurance
- Gene Zimmerlink, Simplicity Group, Sr. VP - Chief Underwriter
- TJ Doan, Pacific Life,, VP, Head of Underwriting Operations & Assistant Chief Underwriter
- Sue Pirog, John Hancock, Chief Underwriter
