Our comprehensive program is designed to give you a full range of financial security education. We focus on providing a range of experiences, from advanced content, to new and innovative ideas. Your customizable journey is sure to help you stay on top of what’s next and what’s to come in the world of work. No matter where you are in your career, there is something for you.
Please note: We are still in the process of confirming sessions and speakers, so please check back often.
4 tracks make it easy to find sessions that matter most to you.
Business Insurance & Employee Benefits COLI / BOLI, NQDC, Transfer for Value
The 2017 tax reform changes drastically shifted the corporate and executive benefit landscape, and new proposals in 2021 may do it again. These sessions will help you stay informed and ahead of the curve with innovative, forward-thinking speakers providing the latest insights and expert analysis, while previewing the potential policy and corporate implications for businesses of all types.
Leadership & Career Development Recruiting, Retaining, and Responding to Change
The need for leadership development has never been more urgent. Rising agency and firm leaders are realizing that a diverse set of leadership skills are imperative to navigate today's volatile, complex environment. Leaders must successfully adapt their organization for the future, while continuing to recruit and retain financial security professionals amidst industry-wide, disruptive change. These sessions will help you innovate and leverage creativity to achieve your mission through both front-of-house success and back-office excellence.
Practice Management & Marketing
Technology Trends and Business Insights
Building a practice while also establishing a genuine plan for business succession is a common challenge, and many small businesses fail to plan for smooth ownership transition. In these sessions, experts will share critical insights on the best strategies to utilize life insurance and present innovative case studies on how to successfully plan for the future.
Wealth Transfer & Estate Planning Planning Strategies Around Potential Policy Changes
President Biden’s recently proposed changes to capital gains and estate tax treatments create a slew of new planning opportunities to work through with your clients. In these sessions, we’ll bring you exclusive insights from inside the Beltway, previewing what could change and why. The brightest minds in the financial security profession will share insight on how to successfully workshop a plan to react to these potential changes and discuss them with your clients.
Session formats fit for you!
We offer a variety of session formats to fit each type of learning style. Whether you favor condensed, rapid-fire sessions or are eager to roll up your sleeves for hands-on learning workshop-style, you can customize your learning at Elevate 2021 so it works best for you.
This main stage experience is led by expert thought leaders and practitioners. Their stories will inspire you to think outside of the box and widen your perspectives. You’ll leave feeling energized, motivated, and equipped to succeed in 2021 and beyond.
With multiple sessions to choose from, these are led by a solo presenter or co-presenters sharing best practices, forward-looking strategies, and resources you need to advance your work now and in the future.
Smart stage presentations
Rapid fire sessions presented on an open platform that we call the Smart Stage, offering quick, tangible takeaways.