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We’re excited to announce that Melissa Peck, VP of Client Experience, and Joey Davenport, President and Co-Founder of Hoopis Performance Network, will be presenting at DevLearn 2024 in Las Vegas! Join them on November 7th as they take the stage to share transformative strategies for driving growth, enhancing learning, and staying competitive in today’s fast-paced landscape. In their session, "The Synergy of High-Tech and High-Touch: Redefining the AI vs. Human Debate in L&D," Melissa and Joey will explore how the blend of cutting-edge AI and meaningful human connection can elevate client experiences and empower teams. Drawing from over 15 years of expertise in L&D content development, they’ll present a compelling case study that challenges the “AI vs. Human” mindset, revealing how technology can enhance, rather than replace, human-centered learning. Attendees will walk away with actionable insights: Discover how to integrate AI-driven personalization with authentic, mentor-led content for more engaging learning experiences. Learn to leverage technology to scale human connection, ensuring that L&D programs remain relevant and impactful. Gain strategies for designing L&D programs that combine AI precision with real-world wisdom to drive lasting success. Don’t miss this opportunity to gain insights from two industry leaders at the forefront of client experience and leadership development. Connect, learn, and get inspired by the future of L&D alongside fellow professionals. Want to explore how Hoopis Performance Network empowers leaders to thrive? Schedule a demo to unlock tools and insights that drive transformation and growth in today’s evolving business landscape. About Hoopis Performance Network (HPN) For more than a decade, Hoopis Performance Network has been a global leader in providing digital sales and leadership development learning solutions. HPN’s digital resources are designed to increase productivity and retention. In addition, they are scalable and customizable, depending on your organization’s virtual learning and development needs. Visit HPN at www.hoopis.com .

We are thrilled to announce an exclusive partnership between Hoopis Performance Network (HPN) and NAIFA, a groundbreaking collaboration that introduces HPN and LIMRA’s flagship Trustworthy Selling SkillSet program to NAIFA members. This marks a pivotal shift in the financial services industry, as the program—previously available only to large enterprises—will now empower individual advisors within NAIFA to elevate their client relationships, boost productivity, and uphold the highest ethical standards. With over 30,000 graduates and a proven 25% productivity increase, Trustworthy Selling SkillSet is a transformative tool for advisors looking to grow their practices and meet evolving client needs. Through this partnership, we aim to equip NAIFA members with the skills to build trust, enhance client engagement, and achieve long-term success, reinforcing our commitment to enhancing advisor capabilities across the financial services landscape. We are excited about the positive impact this partnership will have on NAIFA professionals and look forward to supporting their continued growth and success. About Hoopis Performance Network (HPN) For more than a decade, Hoopis Performance Network has been a global leader in providing digital sales and leadership development learning solutions. HPN’s digital resources are designed to increase productivity and retention. In addition, they are scalable and customizable, depending on your organization’s virtual learning and development needs. Visit HPN at www.hoopis.com .

Recently Paul Feldman, the Publisher of InsuranceNewsNet Magazine sat down with Harry Hoopis, COE of the Hoopis Performance Network and recent recipient of the John Newton Russell Memorial Award, for a one-on-one interview about his illustrious journey through the insurance industry and how to train for greatness. “When trust is at the highest point, that’s when the sale is made, You don’t have to ask for it. They’ll ask you, ‘Who do I make this check out to?’” — Harry Hoopis As technology and artificial intelligence continue to replace workers to increase efficiency, Using the power of AI, organizations can re-invigorate their learning and development experience, make relevant content accessible anytime and anywhere, accelerate talent and career movement, and make skills the universal language of growth and success. “We’re thrilled to be partnered with HPN,an expert financial services content provider” said Andrea Sennett, Cornerstone Principal Partner Manager. “Many of our customers are looking for modern and engaging content specifically in the financial services space. This partnership provides a great additional resource for Cornerstone Content Anytime customers.” HPN’s initial offering within Cornerstone’s Content Hub will feature financial wellness content for employees as well as Spanish and investment planning content for financial professionals. There are currently 70 modules that are live with another 130 planned for this quarter. HPN is dedicated to producing a large library of content and has up to 500 modules in the works for this year. “We’re very excited to be recognized and selected to distribute our digital content through Cornerstone On Demand,” said Harry Hoopis, CEO of HPN. “Strategically partnering with the largest learning management system provider in the business provides a great opportunity for us to scale our distribution and make a bigger impact in the world.” HPN is one of the premier digital content providers to insurance and financial services organizations – serving clients in over 30 countries worldwide. HPN is one of fifty-four digital content providers featured today in the Cornerstone OnDemand Content Hub and only one of five from the financial services content space. HPN partners with the top experts and practitioners in financial services to provide learning content for financial advisors, leaders/managers, home office employees and financial wellness for consumers. About Hoopis Performance Network For more than a decade, Hoopis Performance Network has been a global leader in providing digital sales and leadership development learning solutions. HPN’s digital resources are designed to increase productivity and retention. In addition, they are scalable and customizable, depending on your organization’s virtual learning and development needs. Visit us at: www.hoopis.com. About Harry P. Hoopis Industry icon Harry Hoopis is a renowned entrepreneur, leader, speaker and industry icon who has built one of the largest and most successful financial services firms in the world. Harry is the author of the best-selling book, The Road to the Bountiful Life and donates all proceeds to the GAMA Foundation. Learn More About Harry.

Harry Hoopis, CEO of the Hoopis Performance Network has been selected as a featured speaker at the 2022 Virtual Latin American Conference, hosted by LIMRA. Harry will address the “SEA Change” (Selection, Education and Activity) that is needed for the financial services industry to survive and thrive in the world we live in. Better selection, more education and higher activity! Harry will also discuss the formula for success in agency building and how to get the most out of the people in the organization you run. Finally, he will share his 10 Key Beliefs which form the basis of building a Mega Firm in the 21st Century. “I am thrilled to have the opportunity to contribute to the success of the LIMRA LATAM Conference. The work that the Hoopis Performance Network and Limra are doing in Latam is extremely important. This is why we are partnered to create even more success in the region. The best is yet to come”, said Harry Hoopis. Harry Hoopis is the CEO of the Hoopis Performance Network and is a renowned entrepreneur, leader, speaker, and industry icon. In his 40-year career, he built one of the world’s largest and most successful financial services firms in Chicago, Illinois. During his illustrious career, Harry has received the Master Agency Award every year since his inception, the Robert Templin Award for his many contributions to management development, and the Leadership in Life Award from NAIFA Chicago. Harry was inducted into the GAMA International Management Hall of Fame. He served on the GAMA International Foundation Board of Directors and is past president of GAMA International, as well as the Northwestern Mutual General Agents Management Association. He is still an active member of two of the most select study groups in the industry, the LIMRA Group of Research Agencies and the General Agents Symposium. Harry is also the lead author of The Essentials of Management Development , the creator of the Firm Foundations seminar series, and has developed a management system called the Fixed Activity Commitment System. Harry is the author of the bestselling book The Road to the Bountiful Life: Achieving Success in Financial Services and donates all proceeds to the GAMA Foundation. About Hoopis Performance Network For more than a decade, Hoopis Performance Network has been a global leader in providing digital sales and leadership development learning solutions. HPN’s digital resources are designed to increase productivity and retention. In addition, they are scalable and customizable, depending on your organization’s virtual learning and development needs. Visit us at: www.hoopis.com. About LIMRA Serving the industry since 1916, LIMRA offers industry knowledge, insights, connections and solutions to help more than 700 member organizations navigate change with confidence. Visit LIMRA at www.limra.com.

Harry Hoopis, CEO of the Hoopis Performance Network has been selected as a featured speaker at the 2022 Virtual Latin American Conference, hosted by LIMRA. Harry will address the “SEA Change” (Selection, Education and Activity) that is needed for the financial services industry to survive and thrive in the world we live in. Better selection, more education and higher activity! Harry will also discuss the formula for success in agency building and how to get the most out of the people in the organization you run. Finally, he will share his 10 Key Beliefs which form the basis of building a Mega Firm in the 21st Century. “I am thrilled to have the opportunity to contribute to the success of the LIMRA LATAM Conference. The work that the Hoopis Performance Network and Limra are doing in Latam is extremely important. This is why we are partnered to create even more success in the region. The best is yet to come”, said Harry Hoopis. Harry Hoopis is the CEO of the Hoopis Performance Network and is a renowned entrepreneur, leader, speaker, and industry icon. In his 40-year career, he built one of the world’s largest and most successful financial services firms in Chicago, Illinois. During his illustrious career, Harry has received the Master Agency Award every year since his inception, the Robert Templin Award for his many contributions to management development, and the Leadership in Life Award from NAIFA Chicago. Harry was inducted into the GAMA International Management Hall of Fame. He served on the GAMA International Foundation Board of Directors and is past president of GAMA International, as well as the Northwestern Mutual General Agents Management Association. He is still an active member of two of the most select study groups in the industry, the LIMRA Group of Research Agencies and the General Agents Symposium. Harry is also the lead author of The Essentials of Management Development , the creator of the Firm Foundations seminar series, and has developed a management system called the Fixed Activity Commitment System. Harry is the author of the bestselling book The Road to the Bountiful Life: Achieving Success in Financial Services and donates all proceeds to the GAMA Foundation. About Hoopis Performance Network For more than a decade, Hoopis Performance Network has been a global leader in providing digital sales and leadership development learning solutions. HPN’s digital resources are designed to increase productivity and retention. In addition, they are scalable and customizable, depending on your organization’s virtual learning and development needs. Visit us at: www.hoopis.com. About LIMRA Serving the industry since 1916, LIMRA offers industry knowledge, insights, connections and solutions to help more than 700 member organizations navigate change with confidence. Visit LIMRA at www.limra.com.

Hoopis Performance Network (HPN) and LIMRA announced today that they have formed a partnership to provide shared oversight of the more than 50 member companies based in Latin America. HPN and LIMRA joined forces back in 2014 to create Trustworthy Selling which is their award-winning sales effectiveness program. Using HPN’s proven expertise in advisor & leadership development, combined with LIMRA’s latest research into consumer behavior and behavioral finance, Trustworthy Selling is designed to help financial professionals build deeper, long lasting relationships with their clients and bridging the consumer trust gap. More recently, the two companies collaborated to provide LIMRA Learn Powered by HPN U―This is a series of short, modern, video-based online courses to help solve pain points that financial professionals experience on the job everyday. As part of the new partnership with shared oversight of operations in Latin America, Miguel Taveras of the HPN team will operate as a LIMRA consultant-in-region. Miguel will be working with LIMRA’s in-country team members Gina Castaneda in Colombia, Marcelo Assuncao in Brazil, and Carlos Murguia in Mexico to provide even more comprehensive support and services to all of the members based in Latin America. “There’s a huge need for the 320 million of middle-class consumers in LATAM to access financial services. As companies adjust tactics to increase advisors in each country and the practical knowledge to guide consumers, LIMRA and HPN are positioned to accelerate outcomes for our LIMRA’s members” said Executive Vice President and CSO Miguel Taveras. “By combining HPN’s cutting-edge training and LIMRA’s knowledge, insights, connections, and solutions, we can offer more to our member companies than either company could provide individually,” says Paul Arrowsmith, president of LL Global International. About Hoopis Performance Network For more than a decade, Hoopis Performance Network has been a global leader in providing digital sales and leadership development learning solutions. HPN’s digital resources are designed to increase productivity and retention. In addition, they are scalable and customizable, depending on your organization’s virtual learning and development needs. Visit us at: www.hoopis.com. About LIMRA Serving the industry since 1916, LIMRA offers industry knowledge, insights, connections and solutions to help more than 700 member organizations navigate change with confidence. Visit LIMRA at www.limra.com.

The partnership reinforces FWD’s commitment to develop its network of financial professionals to meet evolving needs of customers. FWD Life Insurance Plc (FWD Insurance) signed a five-year agreement with Trustworthy Selling to provide their award-winning sales training and development program to FWD advisors. Used as a development program, Trustworthy Selling will provide FWD advisors with a deeper understanding of their customers’ needs and help them offer the right products and services to meet them. According to HPN President Joey Davenport, “FWD has been an outstanding client and strategic partner of both HPN and LIMRA in the Asia Pacific region. The expansion of our partnership to the bancassurance sector in Thailand is part of an ongoing commitment to develop world class learning solutions for a modern world.” Trustworthy Selling, developed by the Hoopis Performance Network (HPN) in collaboration with LIMRA, enables financial professionals to develop their skills and focuses on understanding clients. Based on an in-depth research study, the training program will help advisors analyze clients’ needs and personal behaviors. This proven advisor development training program will also empower financial professionals to build deeper, long-lasting relationships with their clients. Over the next five years, more than 15,000 FWD financial professionals, including bancassurance and agency professionals, will complete the hybrid learning program (online and/or in-person) and receive a certificate of their accomplishment. “More than 20,000 financial professionals worldwide have graduated from the program. In addition to the 25% increase (on average) in productivity, the graduates learn the tools to establish long-term and affirmative relationships with their customers while this program supports FWD’s vision through their agents to build community trust and the industry as a whole, said Paul Arrowsmith, president of LIMRA and LOMA International.” “FWD is committed to adopting innovative practices to better serve our customers,” said David Korunić, chief executive officer of FWD Insurance. “LIMRA is a recognized leader in insurance distribution learning and development, and we are confident that Trustworthy Selling will help transform our distribution platforms to serve our customers and bring a simpler, faster and smoother insurance experience. Through this program, our sales professionals will learn how to build stronger relationships with customers and enable them to live their lives to the fullest and celebrate living without worry.” About Hoopis Performance Network For more than a decade, Hoopis Performance Network has been a global leader in providing digital sales and leadership development learning solutions. HPN’s digital resources are designed to increase productivity and retention. In addition, they are scalable and customizable, depending on your organization’s virtual learning and development needs. Visit us at: www.hoopis.com. About LIMRA Serving the industry since 1916, LIMRA offers industry knowledge, insights, connections and solutions to help more than 700 member organizations navigate change with confidence. Visit LIMRA at www.limra.com. About FWD Insurance FWD Group is a pan-Asian life insurance business with approximately 10 million customers across 10 markets, including some of the fastest growing insurance markets in the world. FWD Insurance was established in Thailand in 2013 and is a member of FWD Group. We are focused on making the insurance journey simpler, faster and smoother, with innovative propositions and easy-to-understand products, supported by digital technology. Through this customer-led approach, FWD is committed to changing the way people feel about insurance. For more information please visit fwd.co.th or facebook.com/FWDThailand.

Joey Davenport is the President and Co-Founder of the Hoopis Performance Network (HPN). In this conversation, Joey shares the #1 mistake advisors are making and how to tactically correct it. He and Manny discuss how to increase advisor retention and ONE THING advisors typically stop doing in year two that they shouldn’t. Lastly, Joey talks about the importance of internships and mentorship and how one of his first interns became a billionaire – with a B.

For a second consecutive year, Selling Power, Inc., a multi-channel media company that produces Selling Power magazine, was recently awarded Trustworthy Selling honorable mention among the Top 25 Sales Training Companies. “It is a huge honor to have Trustworthy Selling recognized among the top training organizations in the world across all verticals,” said Joey Davenport, President of Hoopis Performance Network. “The impact this program is having by equipping financial professionals with the knowledge and skills to provide financial security worldwide is truly amazing.” Trustworthy Selling was developed in collaboration with Hoopis Performance Network (HPN) and LIMRA. This award-winning sales effectiveness program combines HPN’s proven language, skills, and techniques with LIMRA’s research and insights on the market opportunity, consumer mindset, and behavioral finance. Trustworthy Selling is designed to equip financial professionals with the knowledge and skills to engage consumers on their terms and — as a result — increase their sales and success. The main criteria used for selecting honorees included: Depth and breadth of training offered Innovative offerings (training courses, methodology, or delivery methods) Contributions to the sales training market Strength of client satisfaction and overall client feedback According to HPN CEO Harry Hoopis, “To date, more than 20,000 financial professionals across the world have completed Trustworthy Selling. We’ve tracked productivity impact in over three dozen organizations and experienced a 25-30% lift in productivity on average.” Trustworthy Selling offers training for agents at all stages of their careers. There are levels for financial representatives starting out, those with one or more years of experience, as well as multi-line professionals who need to pivot to life and financial services products. Several delivery options, including virtual, are available to suit companies’ training needs. The program is also available in several languages including English, French, Chinese, Thai, Japanese and soon to be Spanish. About Hoopis Performance Network For more than a decade, Hoopis Performance Network has been a global leader in providing digital sales and leadership development learning solutions. HPN’s digital resources are designed to increase productivity and retention. In addition, they are scalable and customizable, depending on your organization’s virtual learning and development needs. Visit us at: www.hoopis.com. About LIMRA Serving the industry since 1916, LIMRA offers industry knowledge, insights, connections, and solutions to help more than 700 member organizations navigate change with confidence. Visit LIMRA at www.limra.com.

Merger creates the largest content library in the world for the financial services industry. Hoopis Performance Network (HPN) and Financial Services Educational Network (FSEdNet) announce that they are merging to create the largest digital content organization for financial services in the world. This is a huge announcement as the interest and utilization of digital learning has accelerated 5+ years into the future due to the pandemic. “We’re proud HPN has been a leader in digital learning for over a decade. The Covid pandemic has catapulted the need for online learning 5-10 years into the future. The timing of the HPN/FSEdNet merger is perfect and will allow us to expand our impact with clients moving forward”, said Joey Davenport, President of HPN. While both organizations have provided digital learning and development over the past decade, both organizations’ content libraries are extremely complimentary. ​​Richard Cleary, President of FSEdNet stated, “FSEdNet has always been in the forefront of delivering the education and knowledge necessary in building successful careers in the financial services industry for producers, management, staff, and employees. Now, combined with HPN’s unique skill development and execution methodology we have truly become the total package in delivering a turnkey solution for the field forces and home offices of today’s companies.” FSEdNet’s content focuses on the education and knowledge of financial professionals – referred to as “The Science.” HPN’s content focuses on skills, best practices, and execution from the top experts and practitioners in financial services – referred to as “The Art.” This combination of art and science delivers the complete package of digital learning and development to help financial professionals increase their knowledge and skills. “With our company serving over 50 companies in 25 countries, we are now the leader in Financial Services training content with nearly 3,000 videos. Our content is in several languages including English, Spanish, French Canadian, Mandarin, and more. Together our merged organization can serve every training need the industry has and do it in a cost-saving way. Licensing content is a far better solution financially than building it. We are excited about the possibilities and we are ready to serve”, said Harry Hoopis, CEO of HPN. About Hoopis Performance Network (HPN) For more than a decade, Hoopis Performance Network has been a global leader in providing digital sales and leadership development learning solutions. HPN’s digital resources are designed to increase productivity and retention. In addition, they are scalable and customizable, depending on your organization’s virtual learning and development needs. Visit HPN at www.hoopis.com . About Financial Services Educational Network (FSEdNet) FSEdNet provides the resources of understanding to Launch, Retool or Grow a Practice in the Financial Services Industry. FSEdNet is a web-based video platform designed to deliver maximum impact on developing the skills, habits, and confidences of producers and staff by establishing processes and core understandings of the products, services, and life experiences that prospects and clients face.