GROWTH AND IMPACT STAGE
12:00 - 12:20 PM
Doug Himmel with Melville Capital
Title: Maximizing the Value of Existing Life Insurance Policies for Advisors and Exit Planning Professionals
Session Description: Too often, life insurance policies are surrendered without understanding their true market value. This session explores how advisors can unlock the hidden value of existing policies and reposition them as monetizable company assets.
12:25 - 12:45 PM
Brandon Mills with Fair Market Value
Title: Data-Driven Exit Planning in the Age of AI
Session Description: This session teaches CEPAs how to leverage data, technology, and process to deepen owner engagement, streamline exit planning workflows, and grow their advisory practice. We’ll explore current industry context, demonstrate real challenges advisors face in owner prospecting and engagement, and show how Hyperion’s platform complements the Value Acceleration Methodology™ to help CEPAs create measurable client value while differentiating their practice.
