Live, in-person training
Join us for a powerful conference dedicated to helping your practice thrive in this new era of financial advising.
Learn how to leverage taxes, the long-term ramifications of our nation’s debt, and instability in Washington to generate leads and close business.
You’ll leave with new tools (and new confidence) to dramatically grow your practice using tax-efficient retirement income strategies.
Take what you do well and refine it to reflect the upcoming tax and legislative environment. Solve your clients’ largest constraints: taxes, portfolio growth and flexibility with their retirement savings and build tax-efficient income. Look beyond illustrated rates to focus on flexible strategies that allow shifting priorities from income to legacy.
Gain actuarial insights into AG-49 and product design developments from carriers. Use newfound AG-49 to expand your IUL story and core competencies with new positioning. Discover low-cost, high-ROI strategies that generate interest from clients and new prospects. Take a deeper dive into advanced sales strategies and client reporting.
Chief Operations Officer
Chief Executive Officer
Sr. VP, Life Sales
VP, Life Sales
We collect information based on your actions although it does not personally recognize you when you visit our website or those that we serve advertisements. We collect information from you when you register on our site or fill out a form. Your information is collected and used to improve customer service and help us effectively respond to your service and support needs.
Your information will never be traded, shared or sold.
We do send periodic emails and your email address may be used to send to you information and updates pertaining to your needs for services you may be interested in. All of our emails use common email best practices and are CAN SPAM compliant. All of our emails contains easily opt out links in the footer.
Our advertisers and us try and reach the best inventory by working with third parties to help us recognize the user and serve them relevant ads when you are in the network. We also can recognize you on different devices to show those advertisements. We also use third parties for online website analytics so we can continue to serve the right ads to the right person.