We've unraveled the code to success.
And we want to share it with you.
WHAT TO EXPECT:
Two days of personalized advanced case design and sales training that will transform your practice.
More reasons to join us:
IUL SALES &
POSITIONING TECHNIQUES
IUL authority with real-world examples and proven techniques to overcome objections.
SOLVING THE INHERITED
IRA DILEMMA
Tips to help you overcome new planning issues created with the passing of the SECURE Act.
GOING BEYOND ONE-SIZE-FITS-ALL PRODUCTS
Actionable intel to uncover product gaps and find solutions that zero in on your clients' needs.
WEDNESDAY, JULY 14
- Kickoff Reception -
6:00 p.m.
Hyatt Regency Denver Tech Center
Join us for an evening of appetizers and drinks!
DAY 1
THURSDAY, JULY 15
7:30 - 8:00 Breakfast
8:00 - 8:15 Introductions
Gabe Myers
8:15 - 9:30 IUL 101
Gabe Myers
9:30 - 9:45 Break
9:45 - 10:45 Monetizing IUL: The basics of success
Nick Lowitt
10:45 - 11:15 SECURE Act: Solving the Inherited IRA
Rob Wick
11:15 - 12:15 Lunch
12:15 - 1:45 Alternative Risk Program:
Dominate the business owner market
Robert Wolf
1:45 - 2:30 Index Investing: Breaking the conundrum
James Hahn
2:30 - 2:45 Break
2:45 - 3:45 Risk as a Super Power
Govinda Quish
3:45 - 4:45 Radical Clarity for Explosive Growth
Jon LoDuca
6:00 Dinner
Hyatt Denver Tech Center
DAY 2
FRIDAY, JULY 16
7:30 - 8:00 Breakfast
8:00 - 9:30 The New I.R.A.
Kim Coulter
9:30 - 9:45 Break
9:45 - 10:15 Marketing Department
Kemi Chavez
10:15 - 11:30 Best Practices: Tax & Estate Planning
Andy Weinhaus, JD, LLM, CPA
11:30 - 12:30 Lunch
12:30 - 2:00 Solving the Ticking Tax Time Bomb:
Qualified plan strategies
Jason Kurchner
2:00 - 2:10 Break
2:10 - 3:30 The Value Pitch: Reinventing Your Message
Jon LoDuca
3:30 - 3:45 Closing Remarks
Gabe Myers
For Agent use only.
Not for use with the public. This material may not be reproduced in any form where it would be accessible to the general public.
These materials are for informational and educational purposes only and are not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.