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.
MONDAY, JANUARY 13, 2025
RECEPTION LOCATION TO BE ANNOUNCED*
| TIME | SESSION |
| 6:00 - 8:00 P.M. | KICKOFF RECEPTION |
DAY ONE • TUESDAY, JANUARY 14, 2025
PEAK PRO FINANCIAL
| 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 - 10:00 | BREAK |
| 10:00 - 11:00 | DEEP DIVE: DECONSTRUCTING IUL |
| 11:00 - 12:00 | KEYS TO SUCCESS: POSITIONING IUL |
| 12:00 - 12:30 P.M. | LUNCH |
| 1:00 - 2:00 | THIS OR THAT: PARTIAL ROTH FIA VS IUL |
| 2:00 - 3:00 | WINNING COMBINATIONS FOR GROWTH, INCOME, LTC & LEGACY |
| 3:00 - 3:15 | BREAK |
| 3:15 - 4:00 | CONCEPTS IN ACTION: REAL-LIFE CASES |
| 4:00 - 4:30 P.M. | UNVEILING: NEW INCOME OPTIMIZED SOFTWARE |
| 6:00 - 8:00 P.M. | DINNER (LOCATION TO BE ANNOUNCED) |
*Agenda and times are subject to change, but please plan to attend all sessions.
DAY TWO • WEDNESDAY, JANUARY 15, 2025
PEAK PRO FINANCIAL
| TIME | SESSION |
| 8:00 - 8:15 A.M. | BREAKFAST |
| 8:15 - 8:45 | SOLUTIONS THAT STAND OUT |
| 8:45 - 9:00 | BUSINESS DEVELOPMENT & BACKOFFICE RESOURCES |
| 9:00 - 10:00 | UNVEILING: THE SEMINAR PRESENTATION THAT CONVERTS LIKE CRAZY |
| 10:00 - 10:15 | BREAK |
| 10:15 - 10:45 | Q&A: PEAK PRO MARKETING PROGRAMS |
| 10:45 - 12:00 | PERFECTING YOUR SALES PROCESS |
| 12:00 - 12:30 P.M. | CLOSING REMARKS |
*Agenda and times are subject to change, but please plan to attend all sessions.
