An Exclusive, Closed-Door Intensive for Growth-Focused Advisors
The Coordinated Tax, Trust & Succession Strategies Only an Estimated 6–10% of Advisors Use
A one-day, executive-level intensive in Orlando for advisors ready to move beyond traditional planning — and architect the kind of practice high-net-worth clients seek out.
Wednesday, July 15, 2026
8:00 am to 4:30 pm ET
Homewood Suites by Hilton at Flamingo Crossings
411 Flagler Ave, Winter Garden, FL 34787
Event begins in:
A PROBLEM MOST ADVISORS HAVE
Most advisors are doing solid work. Wills. Term policies. A 401(k) rollover here and there. The fundamentals.
But your best clients — the business owners, the high-net-worth families — don't have fundamental problems. They have layered ones: liquidity tied up in an illiquid business, an estate that triggers a tax bill nobody planned for, a succession that falls apart because the trust, the entity, and the tax design were never built to work in concert.
When you can't solve those problems, someone else does. And they take the relationship with them.
Only an estimated 6–10% of advisors nationwide integrate the coordinated tax, trust, qualified plan, and succession structures covered in this intensive.
That gap is where elite advisors win — and where everyone else quietly loses ground. Every quarter spent planning in silos is a quarter your top clients are exposed to tax leakage, liquidity crunches, and transfer risk they're trusting you to see coming.
The advisors who close that gap don't just retain clients. They become the specialist other professionals — CPAs, attorneys — send their hardest cases to.
What You'll Take Back to Your Practice
A Working Session, Not a Sales Pitch
A single, closed-door day with practitioners who design these structures every day — the advanced concepts, coordinated strategies, and insurance designs that solve complex business, estate, and tax challenges.
Business & Estate Succession at a Higher Level
Integrating liquidity, valuation, trusts, and tax design into one cohesive strategy — not disconnected parts.
Creative Tax Mitigation Strategies
Concepts that better serve clients while growing your business.
ILIT Planning Opportunities
Advanced estate liquidity, wealth transfer, and asset-protection positioning.
Supercharged Qualified Plans
Enhanced 401(k), profit-sharing, and defined benefit optimization.
Trust & Entity Coordination
How to align attorneys, CPAs, and advisors into one planning experience.
Innovative Insurance Integration
Advanced solutions for retirement income, legacy, asset protection, business continuity, and tax-efficient transfer.
Plus an exclusive introduction to the Annexus platform — proprietary product structures, advanced planning support, and design flexibility you won't find through other firms.
Available Exclusively Through Camas
The Annexus Advantage
A proprietary planning solution most advisors will never have access to — and a firsthand look at how to put it to work.
An Exclusive Proprietary Solution
Not an off-the-shelf product. This is an exclusive indexed universal life (IUL) strategy available only through a select group of firms — and Camas is one of the few. Most advisors will never see it.
Innovative, Uncapped Index Crediting
Built on advanced, uncapped index-crediting strategies engineered to capture more of the market's upside — without the growth caps that hold back traditional IUL.
Built to Perform in Any Market
Designed to hold up across a variety of market conditions — up, down, or sideways — so your clients aren't betting everything on a single scenario.
At the Intensive, the team will pull back the curtain — not just on what this solution does, but on how to apply it inside the advanced tax, trust, qualified-plan, and succession strategies you'll work through all day. And because it's available exclusively through Camas, you'll walk away with access to something your competitors simply can't offer.
YouR DAY AT A GLANCE
Agenda
8:00 AM
Check-in
Check-In & Welcome
Coffee, tea, and refreshments.
Morning
SESSION I
Coordinated Planning
Close larger cases by integrating trust planning, wealth transfer, and asset protection.
Morning
SESSION II
Supercharging Qualified Plans
Enhance 401(k), profit-sharing, and define-benefit optimization strategies.
12:00 PM
LUNCH
Lunch
Included.
Afternoon
Session I
Business & Estate Succession + Tax Mitigation
Integrating liquidity, valuation, trusts, and tax design into one cohesive strategy, plus creative tax-mitigation concepts that better serve clients while growing your business.
Afternoon
Session II
Innovative Insurance Product Integration
Advanced insurance solutions for retirement income, legacy planning, asset protection, business continuity, and tax-efficient wealth transfer.
4:30 PM
WRAP-UP
Program Concludes
5:00 PM
DINNER
Dinner
Included.
Agenda is being finalized and is subject to change. All times Eastern (ET).
Why This Room Is Different
This isn't a ballroom of 500 people watching slides. Attendance is intentionally limited to 75 so the day stays interactive — real strategy discussion, real case design, and real conversation with advisors operating at the highest level.
Featured Speakers
Learn From Practitioners
Rick Bailey, J.D., MAcc, CFP®
Founder & CEO, Camas Advice
Rick Bailey is the Founder and CEO of Camas and one of the most highly-renowned estate planners in the United States. As a Certified Financial Planner (CFP®) with a Master’s degree in Accountancy/Taxation as well as a Juris Doctorate, Rick Bailey is a highly valuable asset to private clients, CPAs, attorneys, financial advisors, and life insurance professionals for his expertise in advanced estate planning and case design.
Rick’s years of experience in legal, tax, and financial services have attracted thousands of high-net-worth private clients with upfront planning fees starting at $25,000. He also specializes in training advisors in planning strategies, preparing proposals, presentations, case designs, and affinity partnerships.
His extensive background includes work as an estate-planning attorney, financial planner, and both a Regional Marketing Director and Advanced Planner for a major life insurance company. He has authored numerous articles and given many presentations on topics such as business planning, succession planning, income-tax strategies for closely-held businesses, asset protection, buy-sell agreements, and wealth-preservation strategies. His latest book, titled “Orchestrate Your Legacy,” has been well-received by critics.
Victor Scott Sonnier
Founder & President, Financial Management Services of America
Victor Scott Sonnier is the Founder and President of Financial Management Services of America (FMSA) and a widely respected leader in the wealth management industry. Since founding the firm in 2004, he has built a practice defined by objective advice, flexible investment solutions, and complete transparency — delivering differentiated strategies to high-net-worth individuals, families, and corporations. An early adopter of disciplined asset allocation for the ultra-high-net-worth client, Scott pioneered a mathematical, cash-flow-driven process for constructing portfolios engineered around each client's real needs rather than market fashion.
With more than two decades in financial services, Scott began his career at First Investors Corporation and Chase Investment Services in Lafayette, Louisiana before launching FMSA. A member of NAIFA, NAHU, and the Life Underwriters Association, he is a well-known and respected speaker across a wide range of financial subjects, and each year he leads a popular series of financial workshops that demystify the planning process and help clients and fellow professionals make sharper, more confident decisions.
Todd Bailey, J.D., MAcc,
CEO, Fortress Risk Management, LLC
Todd Bailey is a seasoned professional with an impressive portfolio that crosses the borders of business and law, focusing primarily on the intricacies of captive insurance and reinsurance. Leveraging a broad educational foundation, including a Juris Doctorate (J.D.), Master of Accountancy/Taxation (M.Acc.), and Bachelor of Science (B.S.) in Accounting, Todd delivers tailored solutions that address the unique needs of his clients.
Todd and his team provide business clients with strategies centered on captive insurance and reinsurance. Their services extend to providing business casualty insurance for risks that pose a challenge, are uninsurable, or both. The solutions presented byTodd not only tackle these insurance challenges but also offer significant tax relief opportunities. This tax-efficient approach aids in fostering the accumulation of insurance reserves, creating a safety net for businesses against casualty risks.
J.T. Bell
Vice President, Life Insurance Division, Annexus
J.T. Bell is Vice President of the Life Insurance Division at Annexus, the leading independent retirement-planning product design and distribution company in America. An advanced-planning specialist known for turning sophisticated insurance strategy into real-world client solutions, J.T. helps advisors design and place complex, high-impact cases — from estate liquidity and wealth transfer to tax-free retirement income — backed by Annexus's proprietary product platform and design expertise.
Before Annexus, J.T. founded and led Bell & Associates Consulting, a full-service wholesale brokerage specializing in affluent large-case placement and advanced tax-planning strategies. His firm was acquired by Ash Brokerage in 2019, which was in turn acquired by Integrity Marketing Group in 2022 — an organization that today reaches nearly 400,000 financial advisors nationwide. Across that career he has built deep expertise in estate planning, wealth transfer, premium finance, indexed universal life (IUL), Section 79 plans, business succession, and advanced case design, and he is a sought-after industry speaker on innovative life insurance applications and advisor growth.
Rob Sharp, J.D.
Director of Life Sales, Annexus
Rob Sharp is a sales executive, keynote speaker, and nationally recognized authority on life insurance solutions, serving as Director of Life Sales at Annexus — the nation's leading independent retirement-planning product design and distribution company. With more than 25 years in the field and a long list of industry awards, Rob pairs an advanced sales background with deep distribution expertise, developing and expanding advisor relationships through education, enablement, and the creation of strategic opportunities.
A graduate of West Virginia University with a B.S. in Economics and Finance and a Juris Doctor, Rob served in the U.S. Air Force JAG Corps before building his career in financial services. In 2023 he was appointed a professor at his alma mater, where he develops curriculum preparing the next generation of professionals to enter financial services — a reflection of the educator's approach he brings to every advisor relationship.
You May Be Wondering (FAQs)
Is this suitable for both financial advisors and insurance professionals?
Yes — it's built for both. Any advisor who wants to move beyond traditional planning into coordinated tax, trust, qualified-plan, and succession strategies for business-owner and high-net-worth clients will be right at home.
Does this cost me anything to attend?
No. The Strategic Advisor Intensive is complimentary for qualified advisors, and lunch and dinner are included (plus coffee, tea, and refreshments at check-in).
What level of experience do I need?
It's designed for serious, growth-focused advisors at any stage — whether you're refining an established practice or building toward more advanced cases. You'll get the most from it if you work with, or want to work with, business owners and high-net-worth clients.
Can I bring a colleague or a team member with me?
Each registration is for one attendee, and seating is capped at 75. We'd love your colleagues to join — please share the event so they can register separately while seats remain.
Is there a catch?
No catch. It's an educational, closed-door working session for advisors. The day covers fixed insurance products and planning concepts only — no securities or securities-related recommendations — and includes an exclusive introduction to the Annexus Advantage, available only through Camas.
What's the registration deadline?
Registration closes July 5, 2026 — or sooner if we reach capacity, whichever comes first.
Who do I contact with questions?
Jim Carpenter · [email protected] · 480-798-4318.
The Venue
Homewood Suites by Hilton Orlando at Flamingo Crossings Town Center · 411 Flagler Ave, Winter Garden, FL 34787
Additional Accommodations
All at Flamingo Crossings in Winter Garden, FL — minutes from the venue.
Home2 Suites by Hilton
341 Flagler Ave, Winter Garden, FL 34787
(407) 993-3999
Residence Inn by Marriott
2111 Flagler Ave, Winter Garden, FL 34787
(407) 993-3233
Fairfield Inn & Suites
631 Flagler Ave, Winter Garden, FL 34787
(407) 993-9200
Claim Your Seat
Seating is capped at 75 and registration closes July 5. If you want the strategies that put your practice in the top tier, reserve your place now.
This is an educational event for financial professionals only and is not intended for the general public. All material covers fixed insurance products and planning concepts only — no securities or securities-related recommendations are offered. This is not investment, tax, or legal advice.
© 2026 Camas Advice, LLC. All rights reserved. · Orchestrating Wealth.
DISCLOSURES: Camas Advice, LLC is not a law firm or CPA firm. This consultation does not constitute legal, tax, or investment advice. Insurance products are offered through properly licensed professionals. Individual results, costs, and coverage will vary based on personal circumstances, health status, and state of residence. Consult your own tax and legal advisors before making financial decisions.
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RESULTS DISCLAIMER:
The savings, returns, and outcomes mentioned on this site are individual results and are not guaranteed. These examples are provided for illustrative purposes only and may not reflect the typical user's experience. Your results may vary and depend on a variety of factors, including but not limited to your financial situation, market conditions, the information you provide, and the effort you put forth.
We do not guarantee any specific outcomes, and past performance does not indicate future results. All financial activities involve risk, and you could lose money. You should consult with a qualified financial advisor before making any investment or financial decisions. If you're not willing to accept this risk, please DO NOT USE OUR PRODUCTS OR SERVICES.
