Speaking Engagements

Prudential Ignite 2021 - February 01, 2021

Life Insurance Market Update
Speaker: Michael Mingolelli, Jr., JD

2020 M Marketing Meeting - October 07, 2020

Five Case Studies By Five M Producers on How to Sell at a Social Distance and Capture Sales
Speaker: Eric Naison-Phillips

2020 M Marketing Meeting - October 07, 2020

Commercial Premium Financing: Good or Bad?
Speaker: Jeri Turley

2020 AALU Beacon - September 16, 2020

Modern Practice Management – A Discussion on Growing a Life Practice in the New Environment
Speaker: Eric Naison-Phillips

2020 AALU Beacon - September 10, 2020

Getting Ready - Crafting your Story for a Virtual World
Speaker: Jeri Turley

2020 AALU Beacon - September 09, 2020

Secrets of the Best and Brightest
Speaker: Campbell Gerrish

The Family Wealth Alliance 2019 Alliance Forum - Chicago, IL - October 18, 2019

Effective Ways to Preserve Relationships Across Generations with Ultra-Affluent Clients
Speaker: Michael Mingolelli, Jr., JD

2019 Conference of African American Financial Professionals - Atlanta, GA - August 06, 2019

Tell Your Own Story: Engagement & Advocacy to Promote Our Clients and the Profession
Speaker: Jeri Turley

2018 M Marketing Meeting - Scottsdale, AZ - October 09, 2018

The Future of Life Insurance: A Cross Generational Point of View
Speaker: Eric Naison-Phillips

2018 M Marketing Meeting - Scottsdale, AZ - October 08, 2018

Life Insurance as a Unique Asset Class
Speakers: Kenneth Masters, CFA, and Michael Mingolelli, Jr., JD

2018 National Advisors Conference (NAC) - Dana Point, CA - February 28, 2018

Why Advisors Recommend Jumbo Policies and How to Place Them
Speaker: Matthew Phillips

The University of Connecticut School of Law, Trust & Estates Class - Hartford, CT - October 19, 2016

Estate and Gift Tax: Introduction to Life Insurance
Speaker: Aaron Abrahms

J.P. Morgan 2016 Hedge Fund CFO Roundtable - San Francisco, CA - May 05, 2016

J.P. Morgan 2016 Hedge Fund CFO Roundtable
Speaker: Eric Naison-Phillips

2015 M Marketing Meeting - Scottsdale, AZ - October 06, 2015

Diversity Overview: A View to the Future
Speaker: Campbell Gerrish

2015 AALU Annual Meeting - Washington D.C. - May 03, 2015

From Innovation to Opportunity (click here to watch a video of Campbell's vision for the industry in 2020)
Speaker: Campbell Gerrish