You're Invited

Boston Advisor Forum 2026

May 12, 12pm - 6:30pm
55 Ferncroft Road, Danvers, MA


Join Modern Life and Lincoln Financial for an exclusive advisor forum.

Learn how to move faster from intake to placement with Modern Life’s newest AI capabilities. We’ll walk through case studies, practical advanced planning strategies, and underwriting best practices, including how our electronic fact-finder can accelerate applications and underwriting decisions.
Featuring
Jason Pratt
Senior Brokerage Manager
Modern Life
Greg Moody
Sales Vice President
Lincoln Financial
Derek Wakefield
Brokerage Manager
Modern Life

Register to save your spot

Thank you for registering for our Lunch & Learn on June 18 at Acqua Al 2 in Annapolis from 11am - 1pm. You will receive a confirmation email shortly with the event details.

We look forward to seeing you there!