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Join us for the 2025 IAD Sales Summit: Agent Evolution: Embrace the Future of Insurance Sales on May 13, 2025, at the Sheraton Hotel in Novi, MI.

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  • LEARN ABOUT THE IAD SALES SUMMIT / Agent Evolution

Welcome to the 2025 IAD Sales Summit – Agent Evolution: Embrace the Future of Insurance Sales.

This year, we’re bringing together independent insurance agents, industry leaders, and top carriers for a day of actionable insights, innovative strategies, and powerful networking opportunities. Discover the latest trends in Medicare, life, and health insurance sales while refining your skills with guidance from the best in the business.

Register Today!

Agent Evolution: Embrace the Future of Insurance Sales

  • SPONSORSHIP OPPORTUNITIES / Agent Evolution

Partner with us at the IAD Sales Summit and showcase your brand to a dynamic audience of agents and industry leaders. We offer a variety of sponsorship packages to suit your goals, including booth displays, speaking opportunities, and branded event materials. Ready to elevate your brand?

Let’s grow together at the IAD Sales Summit!

Become a Sponsor!

SALES SUMMIT LIVE STREAM

Thank you for joining. The IAD Sales Summit live stream will begin at 9am.

To receive notifications, please subscribe to our YouTube channel.

  • EVENT HIGHLIGHTS / Agent Evolution

Medicare & U65 Carrier Panel
What’s Coming in 2025 and Beyond
How to Sell Your First Annuity
Insights from a Top Producer
Future of U65 & New Products
#1 Feature Session
ACA Regulatory Updates
What Every Agent Needs to Know
How to Make a Six-Figure Income
Selling U65 Health Insurance
Ancillary Products
Packaging & Cross-Selling Techniques
  • EVENT AGENDA / Agent Evolution

Kickstart the day with a hot breakfast and exclusive networking with top industry leaders and exhibitors.

Get ready for an action-packed day filled with insights, strategies, and opportunities.

  • Discover upcoming changes to the Medicare and U65 market in 2025.
  • Learn how to prepare for shifts, support your clients, and grow your business.
  • Hear insights from carrier experts on the impact of the new administration.

  • Discover how to introduce annuities to clients with confidence.
  • Overcome common challenges and objections.
  • Learn proven techniques from a highly successful producer.

  • Guest Speaker: Andy Dastur, President of North American Insurance Services
  • First Look: Explore the USA Financial platform and its products.
  • Understand the latest ACA regulations and their impact on U65 plans.
  • Learn how to create a six-figure income with U65 health insurance.
  • Gain actionable strategies for client retention and revenue growth.

  • Refuel and connect with exhibitors offering valuable products and solutions.

  • Panel Discussion: Led by Andy Dastur and top sales professionals.
  • Understand the importance of ancillary products for client retention.
  • Learn practical selling tips and strategies to apply immediately.
  • Discover why diversifying your offerings is key to long-term success.

  • Topic: The Medicare Supplement Professional – Building a Profitable, Sustainable Practice
  • Attorney Harley Gordon, founder of the CLTC training program, shares insights on topics that impact clients’ financial well-being.
  • Explore critical subjects like IRMAA, Long-Term Care, and Annuities.
  • Learn how to build a sustainable referral model with Financial Advisors, CPAs, and Attorneys.

  • Hear about exciting new promotions and upcoming growth opportunities for agents.

  • Wrap up the day with final networking opportunities and refreshments.
  • EVENT SPONSORS / Agent Evolution

Platinum Sponsors

MCLAREN LOGO
NGL LOGO
F&G ANNUITIES/LIFE LOGO

Gold Sponsors

Pacific Life
  • SUMMIT SPEAKERS / Agent Evolution

Andy Dastur
President, North American Insurance Services

Insurance executive with 30+ years at Fortune 100 companies (United HealthCare, Aetna, Transamerica), now leading a national brokerage. Key highlights: • CLU & CFP designations • Trained thousands of agents nationwide • Frequent industry speaker • BBA/MBA graduate • Community leadership: American Red Cross Board, Metrocrest Services (past Chair), and 2023 Community Hero Award recipient.

Harley Gordon
Founder, CLTC Certification Program

Nationally recognized elder law expert featured in WSJ, CBS News, and PBS (“Who Pays for Mom and Dad?”), named among the “10 Most Influential People” in LTC. Key contributions: • Created the industry-standard CLTC designation • Authored best-seller The Conversation • Founding member of National Academy of Elder Law Attorneys • Sought-after keynote speaker for financial institutions.