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
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
Brad Shepard, CLTC
Regional Account Director, Individual Life & Financial Services, Care Solutions
OneAmerica Financial
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
2025 Sponsors














