Skip to content

Advanced Markets & Underwriting Conference

Join us April 27-29, 2025

Intercontinental @ the Wharf, Washington, DC

Brought to You By:

Home
Home
Home
Days
Hours
Minutes
Seconds

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

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

Home
Home
Home
Home
Home
cda3a78d7b7371b6554e8909ab2c01ca
Home
Home
Home
Home
Home
Home
Home
Home
NEWY-3

Frequently Asked Questions

Copyright © Agency One All Rights Reserved | Designed by Apis Productions