Athos Producer Series
A focused one-night producer event, with candid insight from S&P Global, Genesis Development Group, and the people designing the most innovative annuity in the market.
Your host for the Summit
IMO PARTNER DESCRIPTION
Questions? Call your marketer at 000-000-0000 or email
Why attend
No fluff, no rehearsed pitches. Just candid sessions on the trends, tools, and tactics moving the needle for producers right now.
Where the market is heading and how volatility-targeted strategies are built to respond.
An inside look at how Athos and adjacent products are engineered, and why it matters for your clients.
Programs and systems IMO PARTNER NAME producers are using to fill their pipeline.
How to position Athos with clients and turn what you learn into written business, with support from the IMO PARTNER NAME team.
Who you'll hear from
Four perspectives spanning market strategy, product design, and growth, all speaking directly to producers.
Director of Multi-Asset Indices
S&P Global
Grant brings an S&P Global perspective on market trends and volatility-targeted index strategy to the Athos conversation. He'll join the agenda alongside Genesis Development Group to unpack what's driving design decisions in today's market.
Chief Growth Officer
Nassau
Jan is Chief Growth Officer at Nassau and opens Day 2 with a look at where the company is headed. He joined Nassau in 2017 to run product development, later served as Chief Product Officer, and previously held senior product and marketing roles at New York Life.
Principal Actuary
Genesis Development Group
Chad is Principal Actuary at Genesis Development Group, the creators of the original FIA. He joins Grant Collins for the Day 2 session on market trends and volatility targeting, bringing the product-design side of that conversation.
Elevation
Steve represents Elevation, which worked with Genesis Development Group on Athos. He joins Chad Onstot for the Day 2 session on volatility control and leads the Elevation and Athos breakdown.
Athos Summit schedule
Plan to land in Phoenix by 11:30 AM on Thursday, January 21. The event wraps Friday, January 22 with box lunch and departures.
The venue
One night at one of Scottsdale's landmark resorts. Meeting rooms, dining, and downtime are all under one roof, so the group can stay focused and still enjoy Arizona in January.
After hours
Talking Stick Resort is a full casino, so tuck a little spending money in your bag for the tables and slots once the day wraps. Dining, the pool and patio, and the casino floor are all steps from your room.
Logistics & policies
Read these before you book your flight. Missing the arrival deadline or booking the wrong cabin class may mean your flight can't be reimbursed.
Land at PHX by 11:30 AM on Thursday, January 21 so you reach the resort before the 12:00 PM welcome lunch.
Business casual for both days. January evenings are cool, so bring a light jacket.