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2008 Day 3: Main Conference

Wednesday, Feb. 27, 2008

8:00Morning Registration and Coffee
8:50

Chairperson's Opening Remarks

Leslie Giordani, Partner, GIORDANI, SCHURIG, BECKETT & TACKETT, LLP

9:00

Drill Down on Key Market Trends With In-depth Q & A with Lead Carriers

Trent Davis, Regional Vice President, SUN LIFE FINANCIAL

Tom Beresford, Vice President, PRUDENTIAL

Mose Witt, Corporate Vice President, NEW YORK LIFE

Tom Costanzo, Vice President of Relationship Management, NATIONWIDE

Robert Beauchamp, Vice President of Marketing, AIG AMERICAN GENERAL

Moderator: Bob Chesner, Director, GIORDANI, SCHURIG, BECKETT & TACKETT, LLP

9:45

Primer: Asset Protection Tools in the PPLI Context - New!

Elizabeth Schurig, Partner, GIORDANI, SCHURIG, BECKETT & TACKETT, LLP

10:30Networking and Refreshment Break
10:45

Begin to Drive Future Market Growth through Institutional Distribution Channels - New! 

Terri Holbrook, Principal in Private Client Services, THOMAS WEISEL PARTNERS

11:30

Outlining the Advantages of Lending in a Post Planning Context - New!

John Marson, Director, DEUTSCHE BANK PRIVATE WEALTH MANAGEMENT

12:15

End of Conference