2 Days of Education, Collaboration, & Celebration

The Advance Team's Summit Conference is not your typical insurance sales conference. It's a weekend packed with team building, goal setting, skills training, and recognition.

Discover Your Opportunity & Ours

Whether you’re an existing agent or just starting in the final expense sales industry, find out what you can jump to and how to get there.

Engaging Agent-Led Sessions

One of our core values is voices matter and we are proud to have sessions of dialogue lead by our own agents and influencers.

Evening of Recognition

We can’t wait to celebrate our team’s hard work over the past year with a fun night of cocktails, dinner, and awards.

Hear Directly from Carriers

This won’t be your average talk from a carrier rep on company history and products. Learn what drives them and their value on relationships.

Connect with Team Members

Meet team members for the first time or reconnect with others between sessions or at one of our fun team-building activities.

Games, Giveaways, & More

Gone are the days of sitting and being talked at. Summit Conference is filled with interactive, fun competition and prizes.

Our Speakers

This year's conference has a line-up you won't want to miss! We'll have agent-led discussions, panels, group activities, team challenges, carrier moments, and even an Olympic guest speaker!

Kelsi Worrell Dahlia

Olympic Gold Medalist & World Champion Swimmer

Kelsi Dahlia is an American sprint butterfly and freestyle specialist, and the first woman in history to swim the 100-yard butterfly in under 50 seconds. Born July 15, 1994 to Bob and Erica Worrell, she grew up in Westampton, New Jersey prior to joining the University of Louisville’s swimming and diving team where she’s studying Exercise Science. The American Record Holder is also a multi-time NCAA All-American and National Champion.

Jennifer Maxwell
Founder - The Art of Connection

Jennifer Maxwell is a Team Builder, Talent Excavator, and Joy Finder.
As a DISC Certified Human Behaviour Consultant, Jennifer shares how to maximize interpersonal connection with clients and prospects – resulting in greater sales, increased income, and satisfied clients.

The Art of Connection
Jennifer Maxwell
Founder - The Art of Connection
Roger Short
President & Managing Partner

Roger Short
President & Managing Partner
Chris Ball
VP of Agency Development

Chris Ball
VP of Agency Development
Zach McElwain
VP of Sales

Zach McElwain
VP of Sales

Conference Schedule

We're packing a lot in over 2 days! Here's a glimpse at some of the sessions and activities we have planned.

Check-in to the conference and get your conference materials and swag!

12:30 PM

Enter the conference room, pick your seat, connect with team members, and get ready for an awesome weekend!

Chris Ball
VP of Agency Development - ATP

Join us for the opening of the 2019 Advance Team Summit Conference.

Roger Short
President of ATP

We'll jump into the vision of the company, the conference, and your personal vision. Will you take the jump to get there?

3:25 PM

Use this 20 minute break to check-in to your room or use the restroom. Make sure to get back in time for games & giveaways!

Throughout the conference we'll have gear up moments that will equip you with a tactical skill you can use in the field or a new tool you can add to your agent toolbox.

Kelsi Worrell Dahlia
Olympic Swimmer

Olympic Gold Medalist Kelsi Worrell Dahlia joins us as our guest keynote speaker. Kelsi has made thousands of jumps in her life - some terrifying, some rewarding. Listen in as Kelsi tells her jump story.

6:00 PM

Grab some food with team members at a local, nearby restaurant.

More information TBA

Connect with team members over snacks and drinks at this night cap.

As the room opens, take time to prep for the day and connect with other team members

8:30 AM

Time to start the day! There's lots of great content planned.

Jennifer Maxwell
The Art of Connection

Learn how to utilize the DISC assessment to grow your business and interact with team members, friends, family, and clients better.

Chris Ball
VP of Agency Development

Chris will lead us in a segment that will challenge us to figure out what's keeping us from jumping. Then we'll hear an agent's story on their jump.

This fun team challenge will push you out of your comfort zone while growing with your team. Then we'll have another gear up moment with one of our carriers.

12:00 PM

Time to eat! There's plenty of delicious restaurants within walking distance of the hotel.

Zach McElwain
VP of Sales

As we figure out what we're jumping to and why we're not jumping, Zach will lead us in a segment to help us figure out what it will take to get us to where we're jumping to. Then we'll hear from another agent on their jump story.

2:15 PM

Use this quick break to go to the restroom.

Roger Short

Hear from a top producing agent to learn more about how their jumps have affected their career and life. Then Roger will challenge us to make the jump!

4:00 PM

Take some time to get ready for the evenings Awards Dinner and Reception. We'll have the red carpet rolled out and ready for you!

As people finish getting ready and arrive at our Awards Dinner venue, we'll have some drinks and connect after an action packed conference.

It's time to celebrate YOU and all of your hard work over the past year. We can't wait to recognize our team for serving thousands of families every day. Make sure to stay later for a special after-party experience.

Registration Fees

As the old saying goes, early bird get's the cheapest tickets - maybe that's not the exact saying but its still true. Don't wait to get your tickets for you and a guest to this years Summit Conference.

Early Bird
includes 1 guest
Ended August 5th
includes 1 guest
Ended August 19
Last Minute Sign-Ups
includes 1 guest
August 20 - September 20Register Now

Register Today!

Register for the most impactful insurance sales conference of the year! As you can tell, it's so much more than that and we can't wait to spend the weekend with you!

Frequently Asked Questions

Check out the FAQs to find the answers to common questions. Can't find your question answered here? Give us a call!

What is included in the registration fee?

Your conference registration is your ticket to the conference plus a guest for any session they would like to attend (we highly recommend Saturday evening’s activities). It also includes the following:

  • Training sessions
  • Team building activities
  • Professional headshot photo
  • Swag bag
  • Giveaways
  • Cocktail reception
  • Awards dinner
  • Louisville evening experience

Is the cost of hotel included?

For team members coming in from out of town, you will need to make arrangements for lodging. We have negotiated a substantial group discount room rate at the hotel from $364.00/night down to only $184.00/night for both Friday & Saturday. We have also received discounted self parking of $10.00/night with in and out privileges in the Marriott Garage.

All the guest rooms and suites at Louisville Marriott Downtown are newly renovated to exceed your expectations of luxury and comfort. They offer modern furnishings and scenic views of downtown Louisville. Rooms include sophisticated plush bedding, open workstations, luxury bathrooms, and 55-inch flat screen TVs with premium cable for entertainment.

Reservations received after Thursday, August 29th will be accepted on a space available basis. Bourbon & Beyond is a large musical festival which is taking place this same weekend. The hotel will sell out, so please reserve your hotel room before this cutoff date.

How do I book my room?

Reserve your room at our negotiated rate using the following link:

Is the event limited to active agents?

The event is geared towards building active Advance Team agents but it’s a great chance to bring in someone interested in learning more about our culture and the opportunity that the Advance Team offers.

What is the attire?

Attire for conference is business casual. Appropriate business casual dress typically includes slacks, khakis, or dressy jeans, dress shirt or blouse, open-collar buttoned or polo shirt, optional seasonal sport coat, a dress or skirt.

The awards dinner is a fancier sit down dinner with suits, button down dress shirts, dresses, or skirts.

Evening activities are seasonal casual.

Conference Location

Located in the heart of Bourbon City, Louisville Marriott Downtown provides sophisticated amenities such as newly-renovated rooms, on-site dining at Porch Kitchen & Bar and Starbucks Coffee, a beautiful lobby bar area, spacious meeting spaces, indoor pool, and a 24-hour fitness center.


280 W Jefferson St, Louisville, KY 40202