2024 IAD Sales Summit

Apr. 3rd, 2024 @ 8:30a • Troy, MI
3179 Livernois Rd, Troy, MI 48083

Join us for the 2024 IAD Sales Summit. We will cover various
topics during the summit. This event will be live streamed below.

sales summit live stream is located below

The live stream is set to begin at 8:30am and will start automatically.
To receive notifications, please subscribe to our YouTube channel where the live stream will be hosted.
You can watch the stream on YouTube or below.

REGISTER BELOW TO RESERVE YOUR SPOT!

Enhance Your Competitive Edge at the IAD 2024 Sales Summit

  • Essential Products: Master Long Term Care & Estate Planning for client growth.
  • Sales Mastery: Learn effective Succession Planning, Lead Generation, & cutting-edge Marketing.
  • AI Revolution: See how AI can transform your business.
  • Exclusive Opportunities: Explore Cross Selling & the free IAD Ascent Platform (CRM!).
  • Network & Grow: Connect with peers & gain valuable sales insights.
  • Knowledge: Listen in on our top producer/carrier roundtable featuring U65 & Medicare Experts.

Thank You To Our Sponsors

Huge thank you to our sponsors for their generous support of our event. Their commitment to the IAD Sales Summit is truly appreciated.

Top Agent/Carrier Roundtable

Unlock Winning Insights w/ our Top Agent Panel.

Top Producers Award Ceremony

We Will Announce Our Top Agent Award Winners

Featured Speakers

Michelle Armstrong

President and Visionary of TAG Multimedia

Michelle Armstrong, a Michigan native with a long career in marketing, is the President and visionary leader of TAG MultiMedia, a local agency specializing in AI-powered marketing and advertising. After years working in corporate marketing, Michelle leverages her expertise to create easy-to-use AI marketing tools that give businesses an edge. TAG also embraces the latest digital trends, like virtual avatars, to help companies win by engaging customers with personalized content.

Takeya L. Haugabook

Claims Specialist with Social Security Administration

Takeya L. Haugabook, from Detroit, MI, started at Social Security Administration in 2008 as a Claims Specialist. She worked in Retirement, Survivors, Disability, and Health Insurance. Takeya also served as Claims Technical Expert, Management Support Specialist, and Operations Supervisor. In 2016, she became Public Affairs Specialist in Metro Detroit/Southeast Michigan. Takeya handles media relations, outreach, and presentations for Social Security Administration in MI and OH. Before SSA, she was a Collection Specialist at IRS.

Jack D. Broughton

RVP, National Sales Director

Regional Vice President, Jack Broughton has been a part of the ManhattanLife family for four (4) years. He has been Vice President for other companies within the industry such as Conseco, GTL, Equitable Life and Casualty & Kemper. Jack was also founder & CEO for Vision Marketing, a national marketing organization.

Scott Garcia

Premier Estate and Income Planning

Scott Garcia has been in the finance industry for over 30 years, helping clients with wealth protection and future planning. Born in South St. Louis City, he attended Affton High School and got a baseball scholarship to Central Methodist College. At 18, he battled life-threatening cancer but recovered after two years. Scott started his career at Banker’s Life and Casualty in 1986, quickly becoming their St. Louis Agent of the Year for six years. Later, he founded Premier Estate & Income Planning and became National Marketing Director at Integrated Trust Systems.

Location

Agenda Times
Registration, Breakfast and Carrier Networking 8:30a – 9:00a
Opening Statements 9:00a – 9:15a
Carrier Panel ft. U65 & Medicare Experts 9:15a – 10:00a
Long Term Care – A Critical Product in 2024: What’s On The Horizon • Speaker: Michael Simenstad 10:00a – 10:45a
Intermission 10:45a – 11:00a
21st Century Estate Planning: Add An Income Stream That Generates New Clients • Speaker: Scott Garcia 11:00a – 11:45a
Top Producer Awards 11:45a – 12:00p
Lunch and Networking 12:00p – 12:45p
Top Agent Panel: What top-agents are doing to drive sales growth for 2024 12:45p – 1:45p
Manhattan Life: Welcome to the Future of Short-Term Care • Speaker: Jack Broughton 1:45p – 2:15p
Intermission 2:15p – 2:30p
Master Lead Generation, Marketing Strategies, and AI For Sales Success • Speaker: Michelle D. Armstrong 2:30p – 3:15p
2024 Social Security & Medicare Updates • Speaker: Takeya L. Haugabook 3:15p – 3:45p
Introducing the Ascent Platform powered by IAD/Conclusion 3:45p – 4:00p

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