An exclusive gathering of fellow advisors and industry leaders, where strategic perspective and visionary thinking converge — an  opportunity to engage with expert material, network and exchange ideas with other advisors, and bring the future to life.

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 7
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9am - 12pm
Arrivals
12PM - 1pm
Registration & Lunch
1PM - 1:45pm
Founder's Welcome
Our Strategy & Growth
1:45PM - 2:30pm
Advisor Panel
Success Stories
2:30PM - 3pm
Coffee & Snack Break
3PM - 3:45pm
Express Decision
From Quote to Approved in Minutes
3:45pm - 4:45pm
Underwriting Panel
Large Cases, Impairments & AI
Bill Wysong
‍Chief Underwriter, Ameritas
Chris Olson
Office of the Chief, Lincoln
Sue Pirog
Director of Underwriting, John Hancock
Patrick Brachmann
‍Assistant Vice President, Underwriting
Head of Large Case Team, Munich Re
4:45pm - 6pm
Cocktails - Lobby Lounge
6PM - 8:30PM
Event Dinner - Roof Deck

Day 2 — Tuesday, April 8
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8:30am - 9Am
Breakfast
9AM - 9:45am
Underwriting Success
Technology and Best Practices
9:45AM - 10:30am
PPLI
Legislative Impact & Uncovering Opportunities
10:30am - 11Am
Coffee Break
11AM - 12am
Modern Life Roadmap
What Can We Build to Accelerate Your Business?
12Pm - 12:45pm
Lunch
12:45pm – 2:15pm
Keynote Address
State of the Industry in 2025
Bobby Samuelson
Editor, The Life Product Review
2:15AM - 3pm
Leveraged Insurance
Premium Finance & Premium Finance Rescue
3PM - 3:30PM
Closing Remarks
5pm - 8:30pm
Cocktails & Dinner

Venue details

The Alfond Inn
300 East New England Avenue
Winter Park, Florida

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.

What do I need to do to attend?

Please let us know that you plan to join using the RSVP form.

This event will take place at The Alfond Inn in Winter Park, FL, which is approximately a 30 minute drive from MCO airport. You can reserve your 1- or 2-night stay by using this link. The online booking link is available online using code MD125 on the Group Code section of the page. The code is only available on our contracted dates (April 7th & April 8th).
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The closest airport to the hotel is Orlando International Airport (MCO). We encourage attendees to book their flights early to ensure that they’re able to enjoy all planned programming.

Will Modern Life cover my expenses for attendance?

Modern Life will pay travel and accommodation expenses for one advisor who places more than $250,000 in life insurance premium for the calendar year ending December 31, 2024. The firm will pay for the travel and accommodation expenses for one additional member of the firm for every additional $150,000 of commission placed through Modern Life.