Chain-of-Secrets Advisor Conference

July 7, 2025
To: Strategic Partners and Solution Providers
Fr: Mark Mersman, Chief Marketing Officer | USA Financial

Dear Strategic Partners and Solution Providers,

On behalf of the team at USA Financial, we’d like to invite you to consider a sponsorship opportunity for our upcoming advisor event on October 1-3, 2025.

This event, titled the Chain-of-Secrets Advisor Conference, is one that we hold annually here in Grand Rapids, Michigan. We anticipate over 100 participants in attendance, representing 50+ of our highest performing advisor offices from around the country.

The nature of the event is a mix of business building ideas and updates on important initiatives being worked on by the team at USA Financial. We hand select a small group of strategic partners and solution providers to consider participating in our event via a few different opportunities (below).

By limiting participation numbers, you can be assured that you won’t be lost in a sea of booths/speakers. You’ll have the opportunity to engage in meaningful conversations with our advisor offices that can bring new opportunities to your company/product/service while strengthening existing relationships you may already have.

We value our partnerships and look forward to the prospect of having you participate in our event. Should you have any questions regarding the sponsorship opportunity, please do not hesitate to contact me directly. My email address is mmersman@usafinancial.com .

Reserve your sponsorship spot below. We anticipate that these spots will fill up fast, so please complete the sponsorship form as soon as possible. We will request formal registration and payment in the coming weeks.

Sincerely,

Mark R. Mersman
Chief Marketing Officer
USA Financial