Please Join US

August 10-11
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, August 10 | 2 - 5 p.m.

Learn how to differentiate your practice with taxes and discover the step-by-step process for creating tax-efficient retirement income strategies for your clients. We’ll teach you to attract new clients and increase wallet share from your existing book by focusing on taxes. Hear from our carrier partners on the innovations leading the IUL marketplace.

Friday, August 11 | 8:30 a.m. - 12 p.m.

Gain actuarial insights into maximizing IUL’s value for your clients and understand how to position flexible strategies that allow for shifting priorities. Hear from our marketing experts on how top producers are generating qualified leads and closing new prospects by leading with taxes. We’ll teach you how to make the most of today’s products – and overcome client objections.

Neil Wilding

Chief Operations Officer
Stonewood Financial

Becky Ruby Swansburg​

Chief Executive Officer
Stonewood Financial

Pat McEvoy

Sr. VP, Life Sales

Rena Nicholson

Sr. VP, Life Sales

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