Check our Women of Insurance Anniversary Conference 2023 Facebook group to connect with other attendees.

Join us for an evening of networking, delicious appetizers, and mesmerizing beats by DJ Queen.

Network while getting fit! Join Gladys Boutwell for an invigorating morning walk with other attendees. Build connections and start your day off right.

Must be staying at Embassy to attend breakfast.
(Located on 4th floor)

NGOC TRAN
"By learning and embracing the significance and basis of the Six Pillars of Financial Security - Cash Flow, Good Debt versus Bad Debt, Emergency Fund, Proper Protection, LT Assets Accumulation, and Estate Planning, we can chart a course towards our financial goals. These Pillars offer a clear vision not just for managing personal finances but also for business and tax planning aimed at minimizing taxes. When was the last time you had a financial review?"

RACHEL EARP
“Learn how automation technology can help you generate more leads, manage your book of business, schedule appointments, follow-ups, social media and more! This workshop will help you master automated lead generation, maximize your time, and keep that pipeline flowing!”

DR. TERICA PEARSON
Discover your niche in commercial insurance. Learn to assess strengths, identify markets, and determine coverages.

LETISHA JACKSON (8:00 AM - 8:30 AM)
Discover how to increase income with ACA! Join this session on the Affordable Care Act, certification, enrollment, and profitable tips.

INARU RODRIGUEZ (8:30 AM - 9:00 AM)
Discover essential Medicare basics and equip yourself with the knowledge to navigate this complex world. Learn about stats, enrollment periods, CMS rules, selling requirements, commissions and more!

TRACIE WYNN / Welcome & Intro

ELYSE ARCHER / Kickstart your day with an inspiring message! Get practical tips to overcome challenges, max potential & stay focused on goals.

CHERI TREE / Learn "Why They Buy" and increase sales by 300%. Discover how to understand basic personality types with expert Cheri Tree's B.A.N.K codes.

VIP Meet & Greet + Lunch / Connect with speakers, savor a delicious meal, and take an intimate peek into their expertise.

MISTY BOLT (Medicare Misty) / Create a standout brand and transform your business. Learn how to build and grow organically, without breaking the bank. Uncover the secrets of thriving businesses!

CARLOTTA THOMPSON / Former IRS small business auditor Carlotta Thompson shares her Pathway to Zero™️ thesis on how to pay zero income tax and acquire tax free wealth. Carlotta will share three secrets and strategies that has saved live viewers over 25M in taxes!

MEGAN THOMAS / Transform your social media. Get exclusive access to Megan's Social Media Membership for simple & sustainable strategies. Maximize your marketing potential and build stronger relationships with clients!

CARLY SAMUDRE / Join LPC Carly Samudre to overcome stress overload, scarcity mindset & unhealthy work patterns. Gain new insights & tools for success.

ELYSE ARCHER / Achieve quantum leaps at any career level. From six to seven figures, learn what changes are needed for success in all parts of life! Avoid burnout.

TRACIE WYNN
Ready to break into the world of life insurance? Attend this essential session on the 10 things you need to know to succeed in this industry. Discover the difference between being captive vs independent, determine which market is right for you, and whether in-person or virtual appointments make the most sense. Learn how to set realistic goals, as well as the importance of leads, E&O coverage, and carrier ratings. Understand the importance of having your own CRM, become aware of your true risk tolerance, what recruiting really means, and how to gain clients that will send consistent referrals.

CHERI TREE
Looking for an opportunity to grow your agency and develop stronger insurance agents? Look no further than B.A.N.K - the revolutionary personality-based sales methodology that Forbes calls the future of sales! By mastering B.A.N.K, you'll gain a significant edge in training, coaching, or consulting businesses, as over 80% of Forbes 500 companies already use personality training. With B.A.N.K, you'll be uniquely positioned to provide the value clients need to boost their sales and achieve real results. Don't miss this incredible chance to expand your expertise, build your business, and succeed as a B.A.N.K. Trainer in any setting.

CARLY SAMUDRE
Take a deeper dive into Carly's insightful talk and discover the ultimate tool for breaking free from stress patterns and developing emotional resilience. In this session, you will uncover critical concepts and gain key insights to transform your life and achieve lasting happiness. Walk away with a clear plan for building mental health skills and finding joy.

SAMANTHA VIOLA
During the session, Samantha Viola will provide information on how partnering with a PEO can be beneficial for your clients and your business. Brokers can take advantage of Prestige PEO's expertise to offer their clients a wider range of services that help increase efficiency and reduce costs. The Prestige PEO platform is designed to provide customizable solutions that meet the specific needs of each client. Additionally, by partnering with Prestige PEO, brokers can enhance their brand and reputation as a trusted advisor.

Join us for the highly anticipated 4 year anniversary celebration of WOI featuring legendary Frank B on saxophone. Experience a captivating evening of live music, fine dining and impeccable style. Formal attire and reservations are required.

End your evening in style at our VIP-only social with music by DJ Queen and appetizers.

Network while getting fit! Join Gladys Boutwell for an invigorating morning walk with other attendees. Build connections and start your day off right.

Must be staying at Embassy to attend breakfast.
(Located on 4th floor)

JESSI PARK
A specialist in remote sales, Jessi Park will be delving into her million-dollar script and captivating the audience with her proven strategies and techniques. Attendees looking to enhance their remote selling skills can expect to gain invaluable insights and learn how to effectively implement this script to achieve remarkable financial success. With expertise in remote sales and an engaging presentation style, Jessi Park's session promises to be a game-changer for all who attend.

STEPHANIE MALONEY
Discover the crucial truth about estate planning that most people deny - it is essential for all adults, regardless of age or wealth. Do not wait until it is too late to secure your assets and protect your loved ones' future. This session will provide a big picture look at why estate planning is necessary both in cases of incapacitation and death.

You will also learn how to expand your business by incorporating estate planning services, giving you the chance to provide even more value to the families you serve. This is your opportunity to become a trusted advisor to your clients and make a real difference in their lives.

MELISSA MOHR
Informative session that provides a detailed overview of property & casualty (P&C) insurance. From claims management to ethical concerns and catastrophic events, this session covers a range of essential topics that ensure you have a comprehensive understanding of P&C insurance. Attendees - whether inexperienced or professionals with years in the industry - will gain ample insights that help better serve clients. Sign up now to explore core concepts like loss ratios, surcharges, and ethical principles. Capitalize on this incredible opportunity to enhance your knowledge, skills, and career as a P&C insurance professional!

KATHRYN ARNOLD
Attendees are invited to a comprehensive annuity writing session. The session covers everything from fixed and variable to indexed and immediate annuities, providing attendees with the knowledge needed to confidently write for any situation.

Learn how to match client's specific goals and risk tolerance to the right annuity for maximum returns and financial security. This valuable session is perfect for both seasoned professionals and those new to the market, packed with insights to help them achieve their goals and add value to clients.

JENNIFER ZIMMERMAN / Learn powerful strategies with Jennifer Zimmerman's Radical Referral Partner best practices.

DR. TERICA PEARSON / This session on Remaining Faithful will inspire and motivate you to remain steadfast in the face of difficult situations. Terica will share insightful tips on staying true to yourself and your values, no matter what comes your way. Through her Journey, Struggle, Preparation, and Application model, you will gain a deeper understanding of the importance of maintaining your faith and values. Strengthen your resolve and remain faithful in all areas of your life.

JESSI PARK / An accomplished agency owner, Jessi Park is renowned for her expertise in the insurance industry, having guided hundreds of agents to six-figure incomes and achieved over $100 million in premium. With her strategic guidance, she has transformed careers, establishing herself as a trusted mentor in the field.

In addition to her success in insurance, Jessi also launched a successful line of luxury bags and perfumes that generated over $200,000 in sales. Her diverse background and impressive achievements make her an engaging and empowering speaker, equipped to share invaluable strategies on stage to help individuals unlock their full potential and achieve remarkable success.

GLADYS BOUTWELL / Unlock the secrets to success with "Behind the Scenes Confessions from a Successful Businesswoman". Discover how to balance passion and productivity, master time management, and reach your goals amidst chaos.

MERNICE OLIVER / Master the art of creating a winning organizational culture with 'Culture Components'. Learn what truly defines culture, when and how it impacts your team, and implement critical strategies for effective change management. Gain the knowledge to create an engaging and dynamic work environment that fosters growth, innovation, and success.

ELISA STAMPF / Learn how to conquer fear, overcome the pain of failure, and harness it to fuel your growth. Gain the confidence to pursue your dreams and achieve greater heights both professionally and personally.

ELYSE ARCHER / Reflect on invaluable insights from this year's conference. Learn to leverage tech, cultivate leadership, drive innovation and thrive in business.

TRACIE WYNN / Close