Organizations Filed Purposes:
PROVIDE UNCENSORED EXCHANGE OF EMERGING TRENDS, COMPETITIVE INTELLIGENCE, AND INNOVATIVE CLIENT SOLUTIONS RELATED TO LIFE INSURANCE.
ANNUAL MEETING - PROVIDES AN ULTIMATE PLATFORM FOR THE SHARING OF CUTTING EDGE, INNOVATIVE IDEAS AMONG MEMBERS. MEETING TOPICS, ALL GEARED TO THE HIGH-LEVEL PRODUCER, FALL WITHIN FOUR SESSION TRACKS: ESTATE AND WEALTH TRANSFER, PRACTICE DEVELOPMENT, WEALTH ACCUMULATION/EXECUTIVE BENEFITS, AND NON-TRADITIONAL (INCLUDING ALL OTHER AREAS).
FORUM MAX - PROVIDES SHORT STREAMLINED PRESENTATIONS FOCUSED ON NEW IDEAS, AS WELL AS BREAKOUT GROUPS AND MEMBER NETWORKING OPPORTUNITIES TO COMPLEMENT THE ANNUAL MEETING.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
Name | Title | Hours Per Week | Total Salary |
Joann Denardis | EXECUTIVE DIRECTOR | 30 | $0 |
Chris Baker | DIRECTOR AT LARGE | 1 | $0 |
John Wheeler | PROGRAM PLANNING CHAIR | 1 | $0 |
Eamon Walsh | INDUSTRY PARTNER CHAIR | 1 | $0 |
Angela Kennedy-Robinson | FORUM MAX CHAIR | 1 | $0 |
Larry Jacobson | MEMBERSHIP CHAIR | 1 | $0 |
Curtis Cloke | YEAR ROUND ENGAGEMENT CHAI | 1 | $0 |
Michael Amoia | YEAR-ROUND EDUCATION CHAIR | 1 | $0 |
Cathy Neifeld | CHAIRMAN OF THE BOARD | 1 | $0 |
Vince D'Addona | VICE PRESIDENT | 1 | $0 |
Brian Sak | PRESIDENT | 1 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202110779349300401_public.xml