Peak Pro Financial
Man_Phone

ADVANCED
MARKETING
PLANNING 

Turn up production.
Dominate your marketplace.
 
January 13 –15, 2025  •  Denver, CO

Event Details

WHAT

A day and a half dedicated to helping you transform your practice through innovative IUL concepts, elite sales training and proven marketing strategies.

WHEN & WHERE
 
Monday, January 13
KICKOFF RECEPTION  |  6:00 - 8:00 P.M.
Reception location to be announced

Tuesday, January 14
AMP SESSIONS*  |  8:00 A.M. - 4:30 P.M.
DINNER  |  6:00 - 8:00 P.M.
Dinner location to be announced

Wednesday, January 15
AMP SESSIONS*  |  8:00 A.M. - 12:30 P.M. 

*AMP training sessions on January 14 and 15 will be held at:
Peak Pro Financial • 7979 E Tufts Ave • 1st Floor • Denver, CO 80237

Woman_Device
man

If you’re like most growth-minded advisors, you’re always looking for smarter ways to amplify production while differentiating your practice from a crowded marketplace.

That’s why we created
Advanced Market Planning (AMPTM)

campaign

IUL sales mastery

Become the ultimate IUL authority with real-world planning concepts & elite positioning tools

time

Tax mitigation & elimination concepts

Leverage explosive insights & actionable steps to maximize sales & tackle your clients’ biggest pain points

launch

Sales and marketing strategies

Leave no opportunity uncovered with elite sales training & proven marketing programs

AMP-oncomputer2-1

What you'll learn


Get the inside scoop on the AMP agenda and session topics.

 

Intel to crush the marketplace:
A sampling of topics

AMP-icons-02

DEEP DIVE:
DECONSTRUCTING IUL 

We’re going to dive right into indexed universal life and  dissect best and worst case IUL scenarios, sales comparisons and techniques to overcome common objections, giving you the tools to become the ultimate IUL authority in your marketplace. 

 

AMP-icons-03

THIS OR THAT:
PARTIAL ROTH
FIA vs. IUL 

Retirees are bombarded with ads touting the benefits of Roth conversions. But Roth conversions are not one-size-fits-all. We'll compare partial Roth conversions leveraging fixed indexed annuities to IUL strategies, so you'll know when to apply these planning models for clients.

Why advisors love AMP...

Make your travel arrangements


Plan ahead! Get the details on hotel accommodations and local transportation. 

 

Travel2

It’s time to maximize your potential 

Questions? Contact your Sales Development Advisor or call 
 866.866.7050 ext 2. 

Space is very limited and seats fill up quickly, 
so get on the VIP list for first dibs on registration.

www.peakprofinancial.com
866.866.7050