Planning for the Unpredictable: Long-Term Care Conversations Advisors Need to Be Having

Amy has 35+ years of experience in the insurance industry with a focus on life, long-term care, and disability income insurance for individuals. She began her career in customer service before moving to case management, and lastly transitioned to working with the independent advisor. Amy joins the DPL team as VP, Insurance Solutions and is excited to solve for the developing insurance need in clients’ portfolios.

Jasmin Conner is a Sales Engineer for Black Diamond, an SS&C Advent company. She has an extensive background in working with wealth management to understand their unique business and technology needs and provide tailored solutions and services to meet those needs.

Based out of the great city of Jacksonville, FL, Jasmin enjoys spending quality time with her family, volunteering in her community, and exploring her interests in economics, history, and art.

Informally known as ”The Voice of University,” Trent Berry joined SS&C Advent at the turn of the century in 2000, having previously worked in Support and Consulting before occupying his current long standing role as Advent’s Senior Instructional Designer As such, he is responsible for client and employee training for products such as APX, Axys, and Geneva.

In his spare time when not working or perfecting French cooking techniques in his kitchen, Trent owns and operates Dreamrack Studios, a professional recording studio in San Francisco where he can be found producing and engineering music for various artists.