On January 12-13, more than 100 protection-first holistic financial professionals with 1847Financial gathered in Boca Raton, FL for focused learning, practical resources and ideas to grow their business. The meeting offered strategy, planning approaches, operational updates, AI use cases and time for peer connection.

Heather Nagengast, President, 1847Financial, and Niki Muller, Vice President, 1847Financial, outlined strategy and direction. They spoke about growth and operational improvements supporting financial professionals and their clients. Their remarks linked business strategy to how financial professionals are supported.

Dave O’Malley, President and CEO of Penn Mutual, presented strong results from Penn Mutual and focus areas for 2026.

Attendees also heard from their peers. Financial professionals shared planning approaches, business systems and client conversations.

An AI session highlighted practical ways to use AI for research, writing, client communication and workflow efficiency.

The meeting included a Women’s Forum breakfast that offered an opportunity for female financial professionals to connect and share.

One attendee said, “I enjoyed networking with likeminded people and hearing from leadership firsthand on what is happening with 1847Financial now and what is planned for the future.”

Thank you to the financial professionals who presented and everyone who traveled to Boca. Engagement shaped a productive meeting and set the stage for the next Ignite gathering in Phoenix, February 9-10.

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