ASCEND – The Agency Growth & Leadership Summit

January 17-21, 2018    ♦    Gaylord Opryland Resort – Nashville, Tennessee

ASCEND…where innovative agency leaders go to discover innovative strategies & resources to differentiate and grow their benefits firm.


Questions about Hotel, Airport and Restaurants?  We have your answers



“Super success story”


Dan Thompson, Gulfshore Insurance (Left) & Greg Carlton, Peel & Holland

Dan Thompson, Gulfshore Insurance (left) with Greg Carlton, Peel & Holland at ASCEND 2016

I want to share a super success story on how I took an innovative strategy from ASCEND and turned it into a powerful win for our agency. Client was a 400-life construction company facing a 15% renewal.

I implemented this powerful “Integrated Benefits” plan-design strategy I learned from Nelson’s ASCEND workshop on cross-selling voluntary benefits and lowered premiums 6% below current spend with just a very slight increase in employee contribution. Added a new 100% employer-paid  Critical Illness (CI) plan & HRA to offset higher deductibles. We still drove $67,000 back to the client’s balance sheet, which thrilled the CFO.

This all resulted in a great renewal, a very satisfied client, and additional revenue to our bottom line with the addition of the employer-paid CI.

I’ve also used this same strategy to take the AOR on a 100-life group from a national house.

DAN THOMPSON, Client Advisor & Partner
Gulfshore Insurance, Naples, FL

So good they’re featured in leading magazines.

Meet these top agency leaders & industry icons at ASCEND 2017…










Tim Olson Adviser of the Year









Click the Buttom for More on These Industry Icons & Other Agency Leaders Who Attend ASCEND

What Attendees Are Saying about ASCEND

Amazing content, great speakers, very helpful stuff. A+! I had no concept that it would be this good.

charley-blue-rCHARLEY BLUE
New Star
Park City, UT

ASCEND lived up to its billing as the “ANTI-CONFERENCE,” with its laser focus on helping agency leaders drive positive change in their firm. ASCEND helps you elevate your business!

greg-carltonGREG CARLTON
Peel & Holland
Benton, KY

Picked up a lot of great ideas, very innovative, a very new direction. Exactly what I was looking for!

dawn-sheueDAWN SHEUE
Summit Insurance
Jaskson Hole, WY

It blew me away…the vendors who were bringing ideas even beyond what I was doing! Those [Expert] Roundtables were the most important part for me.

bill-geraciBILL GERACI
Metro Area Group Insurance Consultants
Sunbury, OH

ASCEND was excellent, the best conference I’ve ever attended!

rudy-garciaRUDY GARCIA
Qandun Insurance
Glendale, CA

A weekend full of great meetings, great speakers! I learned a lot more than what I anticipated and look forward to coming back next year!

mike-sessorMIKE SESSOR
Sessor Insurance
Canton, OH

See What Other Benefit Agency Leaders Are Saying About ASCEND…



Do you have a specific & detailed plan in place to grow your benefits firm in 2018 and beyond?


Agency leaders riveted by a General Session presentation on advanced referral marketing strategies at ASCEND

If you answer “No,” then you need to attend ASCEND, where innovative agency leaders come to discover innovative strategies & resources to differentiate and grow their business.

While most employee benefit agencies are struggling and floundering, the leading independent benefit firms across the country have leveraged innovation, new value propositions, and a new business model to remain relevant, profitable, independent, and growing. These firms are seeing organic annual growth of 30-40 percent or higher.

Many of the leaders of these top-performing benefits firms will be at ASCEND in January 2018.

Discover their success secrets & strategies at ASCEND, where you will meet & network and collaborate with these premier agency leaders. Click HERE to view the caliber & quality of agency leaders who attend ASCEND.


You Should Attend ASCEND

There are six reasons why ASCEND is the MUST-ATTEND event for agency leaders who are committed to organic growth.

And one reason you should NOT come to ASCEND.

Click the button to see why you should be at ASCEND.

ASCEND Investment

While the investment to attend ASCEND is higher than for most other industry events, it represents a mere fraction of the value gained by participating in ASCEND. In fact, the value of your investment has a 100% guarantee. (see below)  There are three tiers of ASCEND Registration so you can select the option that serves you best.  Early-Bird Registration is available until midnight on October 31, 2017 and allows you to save over 25% on the standard registration investments.

Get Registration Details HERE.

ASCEND’s 100% Money-Back Performance Guarantee


Any attendee at ASCEND who believes that he or she has not received value far in excess of their investment – after just the first full day – will receive a complete 100% refund of the registration fee PLUS $500 for travel expenses.

You have ZERO risk in attending ASCEND with our 100% Money-Back Performance Guarantee!



It blew me away…the vendors who were bringing ideas even beyond what I was doing! Those [Expert] Roundtables were the most important part for me.


Metro Area Group Insurance Consultants
Sunbury, OH

ASCEND is unlike any conference you’ve ever attended. Guaranteed.

IMAGINE a conference…

exclusively for agency leaders – owners & principals only


Meaningful Conversations: Agency leaders conferring during a break at ASCEND 2016

…that promotes collaboration & “meaningful conversations” between attendees

…where the emphasis is on innovation that drives organic growth

…that focuses on business-building strategies that grow your firm

…where the programming promotes “meaningful conversations,” collaboration, and innovation.

ASCEND takes the conventional conference and turns it upside down.


ASCEND has been called “the anti-conference” for both its unusual format that features an active role for its attendees and its unique emphasis on business-building strategies that foster organic agency growth.

You just have to be curious about a conference whose programming features…


Expert Roundtable: Agency leaders focusing in on a presentation by marketing expert Jeremiah Desmarais (2nd from right)

•  Mastermind Roundtables

•  Expert Roundtables

•  The ASCEND Solution Pavilion

•  Nationally Known Expert Speakers on Portfolio, Marketing, Selling & Management & Leadership

Want to know how “Mastermind Roundtables” and “Expert Roundtables” create a conference experience that helps you grow your agency?

Click on the button below to discover more about ASCEND’s unique programming.