June 1 - 4, 2020 | Omaha, NE

Learn | Connect | Grow

Peter Shankman

American Entrepreneur and Author


Peter Shankman, best-selling author and one of the most sought-after speakers on customer experience and the new and emerging customer economy, spoke on why the economy of the next 50 years will be run by customer service.



Steve Phillips

CEO at The Advisor Protocol


CEO at The Advisor Protocol, an in-demand practice management consultancy in the financial services industry, shared real-world ways to elevate the customer experience so that your customers become your biggest advocates.



Roger Ibbotson

Professor in the Practice Emeritus of Finance at Yale School of Management

The economist known for the iconic 'Stock, Bonds, Bills, and Inflation' (SBBI®) chart that became the industry standard performance data reference, shared his ground-breaking research that fixed-indexed annuities (FIAs) may be an attractive alternative to traditional fixed income like bonds — a conclusion that has revived interest of and shed new respect on FIAs.

Downtown Capitol District

The Omaha Marriott was the home of the 2019 Sales Forum. Nestled in the heart of the Capitol District, this luxurious downtown Omaha hotel is an urban destination with beautiful suites, upscale amenities and more.

The Omaha Marriott

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The Countdown Has Started

Join us June 1-4, 2020! Call your marketer at 1.800.786.5566 and request a review to see if you will qualify.



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