Don’t Miss the Most Impactful Event of the Year For Insurance Agents, Agencies, and Financial Advisors!
The Great Collaboration 2025
May 3rd-4th
@Irving, TX
Get ready for the Second Year of The Great Collaboration—bigger, bolder, and packed with even more opportunities for growth.
Join top leaders, industry experts, and driven entrepreneurs for two days of transformation, strategy, and collaboration.
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The 2nd Annual
Great Collaboration
Insurance Conference
The Great Collaboration is a premier event series sponsored by Valor Financial Specialists, designed to empower insurance professionals through learning, growth, and connection. Our mission is rooted in the belief that a collaborative, abundance mentality enables professionals to achieve their greatest successes. This philosophy inspired the creation of The Great Collaboration, a platform dedicated to fostering meaningful partnerships and knowledge sharing among industry peers.
Embrace the power of collaboration and unlock your business's full potential with The Great Collaboration. Together, we can achieve extraordinary success.
Industry-Leading Speaker line Up
Gain insights directly from the leaders shaping the future of insurance. Our speakers include CEOs, thought leaders, and representatives from some of the best insurance companies, alongside Insurtech founders and senior thought leaders who are driving innovation and transformation in the industry.
Phil Resh
Founder & Principle of Valor Financial Specialists. Former Corbridge RVP & MDRT Top of The Table Advisor
Jim “The Rookie” Morris
Jim “The Rookie” Morris - Key Note Speaker
Joe Ross, ChFC, CLU, CRC
Vice President – Sales Productivity & Business Development at Corebridge Financial Distributors
JUDY HOBERMAN
Speaker, Executive Coach Trainer, Consultant President, Judy Hoberman and Associates
Carson Porter
Founder REV Agency Syndicate & Agency Principle at High Point Insurance & Advisors
Stephen J. Resch
Founder & CIOResch Financial Group, LLC
David McKnight
Author of the best-selling book, “The Power of Zero,“
Nathan Klug
Founder at Blue Rocket Marketing
Lyndsey Monahan, ChFC®
Financial consultant and wealth strategist at Percision Wealth Strategies
Agenda at a Glance
Day 1- Main Room
8:00am - Registration & Networking
8:30am - Introduction & Agenda Overview
9:00am - Joe Ross: Periodic Table of Investments
10:10am - CoreBridge
10:45am - Symetra
11:20am -Partnering with RIAS
12:00pm - Lunch
1:00pm - Working the Athlete Market
2:15pm- Infinite Banking
3:10pm - David McKnight- How to Super-Charge Your Tax-Free Retirement Strategy with IUL and FIA
4:15pm - Jim Morris " The Rookie"
Day 1- Side Room 1
10:10am - Lafayette Life
10:45am - National Life Group
11:20am - Columbus Life12:00pm - Lunch
1:00pm - Estate Planning
2:15pm - Working with Business Owners
Day 1- Side Room 2
10:10am - Mutual of Omaha
10:45am - North American Life
11:20am - Ensight (Tech)
12:00pm - Lunch
1:00pm - Reverse Mortgages
2:15pm - Elevate with Marketing
Day 2 Main Room
7:30am - Networking Breakfast
8:15 - Introduction and Agenda
8:35am - Brandon "Rockstar" Rooks: Diversifying your Offerings
9:05am - Judy Hoberman: Mindset, Money & Momentum: Elevating Women in Finance
10:05am - How to Get a $1 Million Premium
11:10am - Wrap-up & Take Aways!
Complete First the Form Below to Register!
Fill out your info below
To secure your spot at The Great Collaboration, please fill out the required form before proceeding to registration. This ensures we have all necessary details to provide you with the best experience.
Since we are providing breakfast and lunch with limited seating, there is a $25 fee. This guarantees your participation and includes lunch on the 3rd and breakfast on the 4th.
After submitting the form, you will be automatically redirected to the event payment page.
**Please note, your registration cannot be processed until the form is completed and payment is made on the next page.*
Who This Is For?
Ambitious agents/advisors ready to take their business to the next level
High achievers looking for mentorship and collaboration
Individuals eager to be part of a growth-driven community
Why You Need to Be There?
Powerful Keynote Speakers & Panel Discussions
Gain insights from industry leaders who have achieved extraordinary success.
Exclusive Training & Tactical Workshops
Elevate your business with actionable strategies to grow and scale.
Elite Networking & Growth Opportunities
Connect with like-minded professionals and expand your circle of influence.
Exciting Swag & High-Energy Experience
Walk away with exclusive event materials and an electrifying experience.
Celebration & Bigger Impact
Be part of an unforgettable event designed to help you level up and make a lasting impact.
Secure Your Spot Now!
Space is limited, and last year’s event SOLD OUT fast! Don’t wait—register today and be part of something truly game-changing.
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