ALTITUDE 2021 Follow-Up Resources

View the Altitude presenters’ contact info and presentation download links below. We’ve listed the presenters in the order they appeared. Download the agenda here if you need a reference.

You can also help us in planning future Altitude Conferences by completing a feedback survey here.

TUESDAY, SEP 14

  • 2:30-3pm

    • Insurance/Annuity Track

    • Investment Track

      • OPTION 1: Congress Asset Management
        Brian Cunningham and Noel Blair, Congress Asset Management
        bcunningham@congressasset.com

      • OPTION 2: The advantages and flexibility of Donor-Advised Funds
        Daniel Blake, Managing Director – University Impact
        801-995-2009 or dan@uimpact.vc
        Presentation

WEDNESDAY, SEP 15

    • Investment Track

      • OPTION 1: The Power of Rising Dividends
        Michael Andelman, Dearborn Partners
        mandelman@dearpart.com

      • OPTION 2: Emerging Markets
        Mark Cho, CFA Executive Vice President, Head of US Intermediary Business and Client Portfolio Manager – Martin Currie
        mcho@martincurrie.com

  • 11:15am

    • Insurance Track

      • OPTION 1: The Swiss Army Knife for your Retirement Planning
        Kelly Harris, President – Harris Financial
        kelly@harrisfinancialUT.com

      • OPTION 2: Professional Referral Partners: Making the Myth a Reality?
        Jared Knudsen, President – Current Client
        jared@corefn.com

  • 1:45pm

    • Insurance Track

      • OPTION 1: Advisor Panel: Do More For Your Clients – Make More Money! How to Incorporate Life Insurance Into Your Practice
        Eric Stuart, VP of Life Distribution – Allegis Advisor Group
        Eric.stuart@allegisag.com or 801.826.3929

      • OPTION 2: Become a Marketing Rock Star
        Peter Richon, MRFC®, Founder – Richon Planning
        peter@richonplanning.com

  • 2:30pm

    • Insurance Track

      • OPTION 1: Searching for Yield in a Low Rate Environment
        Greg Short, Regional Vice President – Great American Life Insurance Company
        gshort@gaig.com

      • OPTION 2: Accumulation Isn’t Enough: Helping Clients Plan Today for the Disruption of Taxes Tomorrow!
        Nate Kohl, Regional VP – Symetra Life
        801-946-6953 or nate.kohl@symetra.com
        Presentation

    • Investment Track

      • OPTION 1: Orion: How to Get the Info You Need, Fast
        Joel Drake, Head of Technology – TownSquare Capital
        joel@townsquarecapital.com

  • 3:15pm

    • Insurance Track

      • OPTION 1: Who is going to change your client’s diapers when they need it – it DEPENDS!
        Gary Anderson, VP of Marketing – Allegis Advisor Group
        gary.anderson@allegisag.com or (801) 826-2604

        Barney Tanner, National Brokerage Director – Allegis Advisor Group
        barney.tanner@allegisag.com or (801) 826-3989

      • OPTION 2: Do Fixed Annuities really belong in a AUM World?
        Nate Williams (moderator), VP of Annuity Distribution – Allegis Advisor Group
        nate.williams@allegisag.com or (801) 826-2609

  • 4pm

    • Insurance Track

      • OPTION 1: The Correlation Between Questions and Closing Prospects
        Paul A. Coles II, RFC®, CEO – Alliance Wealth Advisors
        paul@awaplanning.com or (801) 683-6000

      • OPTION 2: Traditional planning designs with an updated twist
        Tyson Ferney, Director of Advanced Markets – Allegis Advisor Group
        tyson.ferney@allegisag.com or (801) 826-2600
        Presentation

THURSDAY, SEP 16

 

  • 7:15am

    • Breakfast Meeting: Solving Social Problems with DAFs
      Dan Blake, Managing Director – University Impact
      801-995-2009 or dan@uimpact.vc
      Presentation

  • 8am

  • 9am

    • Insurance Track

      • OPTION 1: FIRST 15 MIN – IRA Legacy: Double and possibly Triple the Legacy you leave behind.
        Jeffrey R. Christensen, CLU, Regional Vice President, Life Insurance – American General
        jeff.christensen@aig.com

        SECOND 15 MIN – Fixed Annuity - A New Core for Retirement Savings.
        Terike Novak, Regional Vice President of Annuities – AIG
        terike.novak@aig.com

      • OPTION 2: Accumulation Isn’t Enough: Helping Clients Plan Today for the Disruption of Taxes Tomorrow!
        Nate Kohl, Regional VP – Symetra
        801-946-6953 or nate.kohl@symetra.com
        Presentation

 

 

      • OPTION 2: Emerging Markets
        Mark Cho, CFA Executive Vice President, Head of US Intermediary Business and Client Portfolio Manager – Martin Currie
        mcho@martincurrie.com

 

  • 9:45am

    • Insurance Track

      • OPTION 1:
        FIRST 15 MIN – IRA Legacy: Double and possibly Triple the Legacy you leave behind.
        Jeffrey R. Christensen, CLU, Regional Vice President, Life Insurance – American General
        jeff.christensen@aig.com

        SECOND 15 MIN – Fixed Annuity - A New Core for Retirement Savings.
        Terike Novak, Regional Vice President of Annuities – AIG
        terike.novak@aig.com

 

      • OPTION 2: Searching for Yield in a Low Rate Environment
        Greg Short, Regional Vice President – Great American Life Insurance Company
        gshort@gaig.com

         

    • Investment Track