SPONSORSHIP PROSPECTUSApril 28 - April 30 | MARRIOTT MARQUIS, WASHINGTON, D.C.

TRANSFORM 2019

Welcome to TRANSFORM 2019

To learn more about TRANSFORM 2019 promotional opportunities, contact Emily Columbia at 703.650.8929 or Columbia@aalu.org

TRANSFORM 2019, an AALU experience, is the must-attend annual event for the financial security professional. More than 1,000 leaders will gather from across the industry in Washington, DC to share in a new cutting-edge and sometimes unfamiliar experience that will offer top-notch programming for professionals motivated to learn new trends and share ideas with the best and brightest in our profession. The Exchange is the reinvented central hub of TRANSFORM 2019 that is strategically designed with one thing in mind, helping you seamlessly make meaningful connections with our participants. The Exchange will feature over 40 solution providers in the financial security industry, as well as offer a place for our participants to enjoy:

PAST SPONSORS

NFPPacific Life Insurance CompanyPan American Life Insurance Group PrincipalProtective Life Insurance Company PrudentialSecurian Financial Symetra The Guardian Insurance Company of AmericaThe Northwestern Mutual Life Insurance CompanyThe Penn Mutual Life Insurance Company U.S. Bank Private Wealth Management

Allianz Life Insurance Company of North AmericaAshar Group-Life Settlements and Policy Appraisals AXABrighthouse FinancialCrump Life Insurance Services Global Atlantic Financial Group John Hancock InsuranceLegal & General America Lion StreetMassMutual Matrix Financial Solutions, a Broadridge CompanyNationwide

What Is TRANSFORM 2019?

• Experience Zone - The place to meet, connect and have fun with your colleagues during TRANSFORM 2019

• Refresh Row - Recharge or relax with your favorite beverage & snack in a comfortable setting that will be available all day long! Also a great place to get caught up on emails, recharge your phone or to get away from it all. The choice is yours!

• Knowledge Center – Hear from some of the top thought leaders in the industry providing exciting bursts of education in The Exchange throughout the day.

Learn, Relax, Fuel Up & Have Fun in The Exchange at TRANSFORM 2019!

Estate Planning, Wealth Transfer,

Legacy Building, 42%

Retirement Planning & Group Benefits, 12%

Annuities and Assets Under Management, 24%

Executive Benefits,COLI/BOLI, 22%

Small Business Succession Planning

(Key Man, Buy/Sell), 18%

40 Solution Providers

SignificantParticipation

1,051Attendees

Strong Networking Opportunities

Fastest GrowingClient Groups

MulticulturalGroups, 27%

Women, 9%

Millenials, 10%

NETWORK WITH THE BEST & BRIGHTEST IN THE PROFESSION Learn more at www.aalu.org

WHO ATTENDS?AALU MEMBERS PRACTICE...

Thought Leader $100,000+

Premiere $70,000+

Champion $50,000+

Supporting $15,000

Promotion on Social Media Outlets

AALU Sponsorship Levels

PRE-EVENT

ONSITE

*Previously Bronze*Previously Gold*Previously Platinum*Previously Diamond

To learn more about TRANSFORM 2019 promotional opportunities, contact Emily Columbia at 703.650.8929 or Columbia@aalu.org

POST-EVENT CONFERENCE MARKETING

Opportunity to present a webinar or featured article in conjunction with TRANSFORM 2019 (topic / speakers to be mutually agreed upon with AALU and sponsors)

Company Description on TRANSFORM 2019 Website

Access to Attendee list, Pre and Post, Opt in only

Promotion on Social Media Outlets

Included in Post Event Thank you Email

Strategic $25,000+

*Previously Silver

Ability to Reserve a Private Meeting Space at Marriott Marquis

Logo in Program Sponsor Recognition Page

1/2 Page Ad in Program Book

Logo, Description and Link on Mobile App

Rotation Banner on Mobile App

Recognition as a Sponsors on TRANSFORM onsite Signage

Product Brochure in Mobile App

Promotion on Social Media Outlets during the event

Corporate advertisement rotation on large-scale digital signage in high traffic location

Push Notification On-site in the mobile app

Keynote recognition to be display in Keynote Pre-Show

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3 2 1

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Logo and Link included on Participant Acquisition Emails

Logo and Link on TRANSFORM 2019 Website

Includes Email Includes Email

Complimentary Registration Passes

Select Highlighted Sponsorship Opportunities Make the most out of TRANSFORM 2019. By maximizing marketing efforts and awareness of your brand. Here are just some of the opportunities we have available. Please contact Emily Columbia, columbia@aalu.org, for more details or other additional opportunities.

April 28 - April 30 | MARRIOTT MARQUIS, WASHINGTON, D.C.

Golf Simulator Sponsor $50,000This huge exhibit space entices golf experts and novices alike. All participants will have the opportunity to try their hand at golf simulation games, putting challenges, and chipping contests—with great prizes. In addition, attendees who stop by the Golf Experience are scanned, and contact information is provided to the sponsoring company.

Whiskey & Wisdom $15,000Late night kicks into high gear on Sunday night after all the carrier dinners right in the heart of the Marriott lobby. Signage will be on cocktail glasses and napkins to make sure your brand is seen after dark!

Snack Bar (Salt & Sweet) $15,000

Be the exclusive sponsor of the Snack Bar, both salty and sweet, and help give attendees their afternoon kick. Logo placement on signage and takeaway bags at this snack-filled buffet located in The Exchange.

Women’s Breakfast $20,000Your logo will be included on event mobile app listing, and napkins throughout the breakfast. Take the opportunity to network with attendees and showcase your expertise over a cup of coffee.

Hotel Key Card $20,000

Introduce yourself at check in! Custom-made keycards with your logo that all attendees staying at the hotel will receive.

Shoe Shine

The shoe shine stand will be located in The Exchange and will provide a much-needed service to all of the participants. They will thank you with every step. AALU will provide 1-2 shoe shine stands along with technicians. Technicians would wear shirts with your logo.

Lanyard $15,000Logo placement on conference lanyard with prominent recognition.

Wireless Internet Sponsor $20,000Customize splash page when connecting to WI-FI prominent recognition on TRANSFORM Registration Badge (on the back side)and additional attendee information.

Registration Welcome Refreshment $20,000Each participant will be offered either a glass of juice, mimosa or smoothie upon arrival. Each drink is served with cocktail napkin with your branding. With this option you’ll be the first AALU sponsor they see!

Morning Kick Start $10,000Support a healthy lifestyle and be part of a movement aimed at inspiring fitness and exercise each day!

FOR ADDITIONAL ITEMS & LEARN MOREEmily Columbia, Corporate Services Senior Account Manager

703.650.8929 columbia@aalu.org

$30,000

The ExchangeKey Information NEW LAYOUT & OPPORTUNITIES FOR 2019!

The Exchange Hours

Sunday | April 28

Monday | April 29

2:00PM - 6:30PM

Questions?

Emily Columbia, Corporate Services Senior Account Manager

703.650.8929 columbia@aalu.org

Tuesday | May 30

10x10 / 20x20 $7,750 / $15,000

$3,500

Exhibit Space

• Each 10’ x 10’ and 20’ x 20’ booth will be set with 8’ high backwall with your Company name and logo printed on it

• One (1) round table and four (4) chairs• Booth number floor decal• One 4ft table to display material (if needed)• Complimentary wifi will be provided in the exhibit hall, however, if you

need a faster, more reliable connection, we strongly recommend ordering dedicated internet connection.

• One Standard 10 AMP Power Drop (if needed)

Not included: A/V (if you need a monitor, laptop, etc.) Food and beverage

5x5 - NEW THIS YEAR (FIRST TIME EXHIBITORS ONLY)

• Highboy Table with two (2) bar stools• Signage including your company name/logo

Not included: A/V (if you need a monitor, laptop, etc.) Food and beverage, power

7:30AM - 6:30PM

7:30AM - 1:00PM

EXTENDEDHOURS!

5x5 Booth 10x10 Booth

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Year RoundSponsorship Opportunities Keep your promotional efforts going after TRANSFORM 2019 with year-round sponsorship opportunities to reach the right kind of advisors.

Diversity Scholarship Investment $25,000

Prominent recognition on AALU.org, TRANSFORM landing page, main stage, signage, and listing in mobile conference app. Along with recognition as a Diversity Partner on diversity-related items, partners will get 20 registrations to TRANSFORM 2019.

To learn more about Diversity opportunities, contact Marilyn Maticic, VP of Member Experience at maticic@aalu.org or 703.641.8124

Webinar $5,000

Promote your products and services to over 2,200 AALU members by hosting an industry-related 60-minute webinar and appoint 1 – 3 experts to present your selected topic as an industry thought leader. Sponsor will have 3 – 5 minutes at the beginning of the webinar to provide insight into their company and unique offerings, access to webinar attendee registration list, listing on AALU event calendar and registration page, promotional marketing emails, featured in AALU Content Library, and social media promotion.

LinkedIn Professional Content Placement $500/feature

Promote your company’s content and/or whitepaper(s) on the AALU Professional LinkedIn page and position yourself as a cutting edge thought leader within the profession. Link to your desired page within the promotional post. Whitepaper featured in the AALU Content Library.

Web Ads Promote your company’s products and services to AALU webpage visitors with web ads to gain year-round exposure to the AALU webpage audience of diverse advisors and leaders within the profession.

AALU Homepage Banner Ad970x90px

$1,000/month

Waterfall Ad 300x650px

$750/month

AALU Homepage Takeover 970x90px

$500/week

Sidebar Rectangle 300x320px

$500/month

Leaderboard Ad 970X90px

$400/month

Weekly Briefing Leaderboard 300x600px

$500/feature

Twitter Mention $250/post

To learn more about TRANSFORM 2019 promotional opportunities, contact Emily Columbia at 703.650.8929 or Columbia@aalu.org

42% 24% 22% 18% 12%Estate Planning, Wealth Transfer, Legacy Building

Annuities and Assets Under Management

Small Business Succession Planning (Key Man, Buy/Sell)

Executive Benefits,COLI/BOLI

Retirement Planning & Group Benefits

AALU Members Practice...