We know that your time is precious, so let’s make the most of it. We designed AMP to ensure you get everything you need so you can implement IUL and annuity concepts right away. Please plan to attend all sessions so you don’t miss key intel that is critical to your success.
DAY ONE • WEDNESDAY, MAY 6, 2025
LOCATION: PEAK PRO FINANCIAL | 7979 E TUFTS AVE | DENVER, CO 80237
| TIME | SESSION |
| 8:00 - 8:30 A.M. | BREAKFAST |
| 8:30 - 8:45 | WELCOME & INTRODUCTIONS |
| 8:45 - 9:45 | WHALE HUNTING: THE STATE OF THE MARKETPLACE |
| 9:45 - 10:45 | INDEX STRATEGIES THAT STAND OUT |
| 10:45 - 11:00 | BREAK |
| 11:00 - 12:00 | DEEP DIVE: DECONSTRUCTING IUL |
| 12:00 - 12:45 P.M. | LUNCH |
| 12:45 - 1:30 | KEYS TO SUCCESS: POSITIONING IUL |
| 1:30 - 2:30 | WINNING COMBINATIONS FOR GROWTH, INCOME, LTC & LEGACY |
| 2:30 - 2:45 | BREAK |
| 2:45 - 3:15 | THIS OR THAT: PARTIAL ROTH FIA VS IUL |
| 3:15 - 3:45 | MARKET OUTLOOK |
| 3:45 - 5:00 | INCOME OPTIMIZED SOFTWARE |
| 6:00 - 8:00 P.M. | DINNER AT LA LOMA IN THE DENVER TECH CENTER |
*Agenda and times are subject to change, but please plan to attend all sessions.
DAY TWO • THURSDAY, MAY 7, 2025
LOCATION: PEAK PRO FINANCIAL | 7979 E TUFTS AVE | DENVER, CO 80237
| TIME | SESSION |
| 8:00 - 8:15 A.M. | BREAKFAST |
| 8:15 - 9:15 | MID-YEAR TAX & LEGISLATIVE OUTLOOK |
| 9:15 - 9:45 | NEW BUSINESS & BACK OFFICE RESOURCES |
| 9:45 - 10:00 | BREAK |
| 10:00 - 10:45 | PERFECTING YOUR SALES PROCESS |
| 10:45 - 11:15 | PEAK PRO MARKETING PLATFORM |
| 11:15 - 12:30 P.M. | UNVEILING: THE SEMINAR PRESENTATION THAT CONVERTS LIKE CRAZY |
| 12:30 - 1:30 | LUNCH |
| 1:30 - 2:30 | ATTRACTING THE AFFLUENT |
| 2:30 - 3:15 | HOW TO BECOME A HIGH-END PLANNER |
| 3:15 - 4:15 | FAST TRACK TO GROWTH: SCALING YOUR BUSINESS THE RIGHT WAY |
| 4:15 - 5:00 P.M. | WRAP-UP: ACTION PLAN FOR 7-FIGURE INCOME |
*Agenda and times are subject to change, but please plan to attend all sessions.
