Advanced Markets & Underwriting Conference

Join us April 27-29, 2025

Intercontinental @ the Wharf, Washington, DC

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About This Year’s Conference

AgencyONE, in conjunction with BSMG and BUA, looks forward to hosting another excellent annual meeting, April 27-29, 2025 in Washington, DC. We encourage you to register and join us for the most up-to-date information about our industry and strategies in planning, product solutions, underwriting, practice management, & MORE! You’ll have the opportunity to network with and enjoy time with your peers, carrier partners, and expert speakers, all at a new venue – the Intercontinental Hotel at the Wharf in Washington D.C. We look forward to seeing you in April!

SPEAKERS

PANELS

NETWORKING

EXTRAS

Click HERE to Download & View Full Agenda!

APRIL

27

Sun.

2:00-5:00pm
Pre-Conference Workshop

5:30-6:30pm
Welcome Reception

7:00pm
Carrier Dine-Arounds
Local Restaurants – TBD

APRIL

28

Mon.

7:15am
Breakfast

8:00am-5:00pm
General Session

6:30pm
AgencyONE Hosted Dinner

APRIL

29

Tue.

7:15am
Breakfast

8:00am-Noon
General Session

This Year’s Speakers

Rick Buteau

Senior VP of Operations

LIBRA

Nicholas Bowman, CFP, MS, CEP

Co-Founder

xcela.ai

Gina Guzman, MD, DBIM, FAAIM, FALU, FLMI

VP & Chief Medical Director

Munich RE Life US

Doug Armstrong, PhD

Head of Data Science

Securian Financial

Kelly Jackson

AVP, Data and Analytics Consulting

Principal Financial Group

Robert Strauss, JD

Founder & CEO

RePredict

Peter Kaplan

Exec. VP, Planning & Insurance Solutions

Integrated Financial Partners

Jason Lea, CFP

CEO

Brokers’ Service Marketing Group (BSMG)

David Wright, JD

Vice President – Sales

Business Underwriters Associates (BUA)

Hector Martinez

Head of Insurance

John Hancock Life Insurance

Dennis Martin, FSA, FCIA, MAAA

President, Individual Life & Financial Services

OneAmerica Financial

Colin Devine, CFA, CMA, CFP

Senior Industry Advisor & Research Fellow

Alliance For Lifetime Income’s Retirement Income Institute

Jennifer Fox

VP, Federal Affairs

Finseca

David York

Attorney, CPA, Managing Partner

York Howell

Tracey Ullom, JD, LLM, CLU

Associate Counsel, Advanced Markets

John Hancock Life Insurance

James Williams, ChFC, CLU

Regional VP Mid-Atlantic Region, Independent Distribution Group, Life Insurance

Securian Financial

Richard Novak

Regional VP – Advanced Markets

Security Mutual Life Insurance

Craig Corn

Co-Founder and Chairman

Cornerstone Financing, CHEIFS

Dan Anderson

Co-Founder and Chairman

Cornerstone Financing, CHEIFS

Marc Milstein, PhD

Author, Brain Heath Researcher

The Age Proof Brain: New Strategies to Improve Memory, Protect Immunity, and Fight off Dementia

Dan Sullivan, CLU

Regional VP, Mid Atlantic Region

Corebridge Financial

Brad Shepard, CLTC

Regional Account Director, Individual Life & Financial Services, Care Solutions

OneAmerica Financial

Scott Johnson, CLU

Field VP, Marketing Organizations

Pacific Life Insurance Company

Brett Berg, JD, LLM

VP, Advanced Planning

Prudential Financial Group

Tim Moynihan

Sr. VP & Director of Risk Appraisal

Brokers’ Service Marketing Group (BSMG)

Kim Seppey, FALU, FLMI, ACS

VP, Underwriting Operations and Strategy

Brokers’ Service Marketing Group (BSMG)

Suzanne Haviland, FALU, CLU, ChFC

Underwriting Technical Director, Consumer Markets Division, Life Underwriting

Pacific Life Insurance Company

Bill Wheeler, FALU, FLMI

Senior Director, Underwriting Manager, Life & Annuity Division

Protective Life Insurance Company

Bobby Samuelson

Executive Editor, President & CEO

The Life Product Review, Life Innovators

Dennis Bartos, PA

Partner & Chief Medical Underwriter

AgencyONE

Gonzalo Garcia, CLU

Partner

AgencyONE

Cathy Neifeld, JD

Partner & General Counsel

AgencyONE

2025 Sponsors

Frequently Asked Questions

How Do I Register for the Conference?
Where is the Meeting Being Held?

We are excited to host our 2025 Advanced Markets & Underwriting Conference at a new venue – the stunning InterContinental Hotel at the Wharf in Washington, DC, located at 801 Wharf Street, SW, Washington, D.C., 20024! We look forward to bringing you great content and insights from speakers, experts, and C-Suite executives who are at the forefront of our industry!
What airport should I fly into for the Meeting?

There are three airports in the DC/MD/VA area. The preferred airport is Washington Reagan Airport (DCA) as it is closest to the InterContinental Hotel. It is less than 5 miles from the hotel and travel time is anywhere from 15 to 30 minutes depending upon traffic. The other two airports are Dulles in Chantilly, VA and BWI in Baltimore, MD. Dulles is approximately 28 miles from the hotel and can take anywhere from 40 minutes to an hour or so depending upon traffic. BWI airport is 33 miles from the hotel and can take anywhere from about 1 to 1-1/2 hours, again depending upon traffic. Please let us know if we can assist in any way with your travel plans.
How much is the hotel room and how do I book at the InterContinental?

AgencyONE has negotiated a special rate of $389 per night plus tax & fees for a standard guest room at the InterContinental Hotel at the Wharf. The hotel room block and special rate are available until the cut-off date on April 3, 2025 (room rate and availability are not guaranteed after that date). On the meeting registration form, you will be asked if you need a hotel room and for what dates. AgencyONE will make your room reservation. Click HERE to register for the meeting.
PLEASE NOTE: We are booking a guest room on your behalf, but you are responsible for the cost of your hotel room.
What are the details for hotel check-in and check-out?

Check-in at the InterContinental Hotel is at 4:00 pm. If you arrive before this time, and your room is not ready, the front desk can assist with holding your luggage. Check-out is at Noon. We recommend that you check out before the meeting starts for the day or during the designated breaks. We don’t want you to miss any of the meeting!
What expenses for the meeting are the responsibility of the attendee?

You are responsible for your travel to and from the meeting and the cost of your hotel room (along with any charges to your room). AgencyONE and its sponsors will cover your breakfast, lunch, snacks, and dinner during the meeting. If you are driving and require parking for your car, that will also be your responsibility.
What are the Dress Codes for the Conference Meeting and Dinners?

Dress for the meeting is business casual. We want you to be comfortable. When you are packing, keep in mind that we will be dining out on Sunday evening for the Carrier Dine-Arounds, if you choose to participate, and on Monday evening for our AgencyONE dinner. We will not be dining anywhere that requires a jacket but “business casual” or “casual chic” is suggested. The weather should be seasonably warm at the end of April, but it will be cooler after sundown, so we recommend you bring a light jacket or a wrap for the evening.
Who should I contact if I have any questions or need to cancel?

Contact Lisa Mitchell (301-803-7504 or Lisa@agencyone.net) or Danielle Nadoryk-David (301-803-7521 or Danielle@agencyone.net) with any general meeting questions. If you need to cancel your meeting registration, please email us so we can adjust our numbers, AND contact the InterContinental Hotel DIRECTLY at 202-800-0844 to cancel your room booking, if applicable.
What else is there to do in Washington, DC?

There are an endless number of things to do in DC! Visit museums and art galleries, or take walking tours, bike rides, walks along the river, etc. Linked HERE is the official tourism site for Washington, DC, and linked HERE is the official site for The Wharf. We encourage you to explore all that DC has to offer. Have fun!