Topics/Speakers






Seminars of Tomorrow

Get the latest insight on the current seminar marketplace. Kim Magdalein, "Senior Market Advisor's" 2005 Advisor of the Year finalist, will share what has changed and what is new in conducting client seminars to generate new business. He builds them, he presents them and he will teach you what you need to know to put the power of this time tested tool to use for you.




Client Appreciation and Referral Events… Unleashing Your Sales Potential

Spending money on existing clients to generate new clients is a smart use of your resources. Thirty million dollar plus producer, Mike Steranka is a master at obtaining new clients from existing ones. Learn from Mike as he shares his vast experience on how he cuts client acquisition costs while generating more referrals.




Getting Your Clients To “Buy” Into You-The Emotional and Empathetic Salesperson

A wise man once said “People love to buy, but hate to be sold." There’s a right way to connect with the client and get them to buy into you. Steve Kelleher, a specialist in Secure Accumulation Strategies, will help you discover ways to use empathy and emotion to motivate your client to buy you, not a company.




Secrets of a 30 Million Dollar Plus Producer

It’s no secret that some salespeople don’t seem to work as hard, and yet they produce more! Have you wondered how these guys do it, and how you can achieve it too? Learn how to do large volumes of business and still have a life. David Scranton, CLU, ChFC, CFP®, CFA, "Senior Market Advisor’s" 2006 Advisor of the Year Finalist, will teach you how to make more money with less effort, while still successfully meeting the needs of all your clients.




Life Insurance for the Living

Most clients think life insurance is only for their beneficiaries. Mark Roberts will educate you on how you can help clients want to pay life insurance premiums for their own reasons that will benefit them during their lifetime. You can sell life insurance with less effort…and earn more money!




One-on-One With the Client

The sale isn’t over until the client actually moves his or her money. Bill McLaughlin, CFP®, a world class professional when it comes to getting the customer on his or her side of the table, presents practical ideas to ensure the client is prepared to move their money and coach them on how to communicate the change to their existing broker or agent.




The Strategic Alliance Connection

Partnering with third party firms and associations can maximize your time and your sales. Jim Lineweaver, qualifying member of the Million Dollar Roundtable, and an expert in managing the strategic alliance, examines how to leverage your association with these partnerships to build your business.




You Can’t do it Alone. The importance of a great assistant.

As a salesperson, you make your money selling. So why are you pushing paper?? Stoney Lee of Anaheim, CA, will detail how he uses his office staff to contribute to your success. From setting appointments to marketing assistance, having the right person in place, and incenting them to perform is the key.




Good Morning San Diego! Using the media to your advantage.

Any press is good press and taking advantage of the opportunities offered by your local newspaper and radio groups is just good business. Marty Schneider, CFP®, illuminates the effective use of media to spread your message, boost your sales and create your brand.




The Estate Planning Play Book

Al Longtin, ChFC, advocates a strong, seasoned approach to position yourself as a coach in the estate planning process. Discover his game plan for getting the most important players into the huddle and coaching them to the end zone. Being aware of the opportunities presented by existing clients is key to his method of escalating sales and cementing relationships with clients.




Humor Me

Here’s a once-in-a-lifetime opportunity to hear Danny Moore’s Million Dollar Roundtable presentation on bringing humor into your practice. Sometimes, it’s not what you say, but how you say it that counts.




Breathe “Life” Into Your Annuities

Are you walking away from potential sales because you don’t know how to make the transition to the life insurance conversation? Doug Black,CFP®, a revered financial seminar speaker will show you how he practices cross selling life insurance and how to use this skill to increase sales with your existing clients.




A-Z Sale Methodologies

This session features straight talk from industry leader Charles Sawyer on the nuts and bolts of handling all aspects of the sale. From the first pre-sale contact to handling objections through contract delivery, Charles shares how he does it, and how you can, too!




“Riders” on the Storm

Income riders are the hottest new sales enhancements to hit the marketplace. Learn how these options can bring even more value to your client. Agents Sam Cione, John Pasqualetti, and John Dombroski present an overview on how they position and sell this exciting new innovation.




Stand Up and Shout! What makes you different.

Distinguish yourself in your own backyard by building your brand. Cindy Watson, recognized in 2003 by "Newsweek" and the Life and Health Insurance Foundation for Education (LIFE) for making a difference for her clients, presents sound advice on how to get the crowd to listen to your message, creating the “top of mind” awareness necessary to revitalize your sales.




Ensuring Your Clients' Financial Legacy...

Tired of constantly looking for new business? Michael Blaker explains how to mine your existing client database for gems of new found wealth using the Annuity Arbitrage System.




The SEC and You

Mike Tripses is President of Creative Marketing and a member of the American Academy of Actuaries and Board Member of NAFA. Mike will address the proposed SEC 151A ruling attempting to regulate Fixed Indexed Annuities and what it means to you. This comprehensive analysis on the potential impact of the ruling is a must see.



*Schedule of Events and Speakers subject to change

 
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