Please Join US

November 3-4
Live, in-person training

Registration is full. Please contact the CreativeOne Life Sales Team for additional information.

The world has changed. Is your practice prepared?

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.

Thursday, November 3 | 2 - 5 p.m.

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.

Friday, November 4 | 8:30 a.m. - 1 p.m.

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.

Neil Wilding

Chief Operations Officer
Stonewood Financial

Becky Ruby Swansburg​

Chief Executive Officer
Stonewood Financial

Pat McEvoy

Sr. VP, Life Sales
CreativeOne

Rena Nicholson

VP, Life Sales
CreativeOne

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