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Thank you for registration. You will receive a confirmation email shortly with the event details.

We look forward to seeing you there!

Agenda

We’re excited to bring together a lineup of industry visionaries, advisors and thought leaders. Our speakers will share their expertise on the most pressing topics in our field.

Day 1 — Monday, April 27

9am - 12pm
Arrivals
12PM - 2pm
Registration & Lunch
2PM - 2:45pm
Founder's Welcome
Our Strategy & Growth
2:45PM - 3:45pm
Advisor Panel
Success Stories
3:45PM - 4:15pm
Coffee & Snack Break
4:15pm - 5pm
Industry Panel
2025 Look Back, 2026 Look Ahead
5pm - 6pm
Cocktails Reception
6:30PM - 8:30PM
Dinner at Martin's BBQ

Day 2 — Tuesday, April 28

7:30am - 8:30Am
Breakfast
8:30AM - 9:30am
Underwriting Panel
Today’s Underwriting Landscape
9:30AM - 11am
Keynote Address
Building Referral Business and Leveraging COIs
11am - 11:30Am
Coffee & Snack Break
11:30AM - 12:15pm
Roadmap Presentation
AI Tech Roadmap and Feedback Session
12:15Pm - 12:30pm
Close Remarks
12:30Pm - 1:30pm
Lunch
2pm - 5pm
Optional Group Activity

Frequently asked
questions

Who will be attending this event?

Modern Life's Advisor Summit is an invite-only event for an exclusive group of Modern Life member firms and top advisors.

What details can you share on the program?

We are confirming a standout lineup of thought leaders and top advisors carefully curated to inspire and engage. We will share updates via email and on this page as the agenda is finalized.

Will Modern Life cover my expenses for attendance?

To qualify for a seat at the table, you must reach $100,000 in paid commissions through Modern Life during 2025. For advisors who placed their first case with us after July 1, 2025, you will qualify if you reach $25,000 in paid commissions through Modern Life between October 1 and December 31, 2025. Your progress is automatically tracked through your Commissions Dashboard.