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 • TUESDAY, JANUARY 14, 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 - 10:00 | 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 AT THE HYATT REGENCY DENVER TECH CENTER |
*Agenda and times are subject to change, but please plan to attend all sessions.
DAY TWO • WEDNESDAY, JANUARY 15, 2025
LOCATION: PEAK PRO FINANCIAL | 7979 E TUFTS AVE | DENVER, CO 80237
| TIME | SESSION |
| 8:00 - 8:15 A.M. | BREAKFAST |
| 8:15 - 8:45 | SOLUTIONS THAT STAND OUT |
| 8:45 - 9:00 | BUSINESS DEVELOPMENT & BACK OFFICE RESOURCES |
| 9:00 - 10:00 | PERFECTING YOUR SALES PROCESS |
| 10:00 - 10:15 | BREAK |
| 10:15 - 10:45 | Q&A: PEAK PRO MARKETING PROGRAMS |
| 10:45 - 12:00 | UNVEILING: THE SEMINAR PRESENTATION THAT CONVERTS LIKE CRAZY |
| 12:00 - 12:30 P.M. | CLOSING REMARKS |
*Agenda and times are subject to change, but please plan to attend all sessions.
