INVITE-ONLY ONE-DAY TRAINING IN DENVER, CO
ONE REVOLUTIONARY SALES SYSTEM, LIMITLESS OPPORTUNITIES.
Dates to be announced • Denver, CO
Limitless: Planning Reimagined
Planning Reimagined is the first of its kind. It’s more than a complimentary training session. It’s an action-packed day like no other, giving you direct access to the nation’s leading planning experts, elite advanced concepts and a seamless sales and marketing system you won’t find elsewhere.
You’ll get first access to a planning and sales platform designed to withstand the test of time and evolve with your practice, clients’ changing needs and a world moving at speed. Gone are the days of constantly revamping your sales process to comply with new rules, regulations and marketplace. Welcome to Limitless: Planning Reimagined.
Event details
WHAT
One day dedicated to helping you transform your practice through innovative IUL concepts, elite sales training and proven marketing strategies.
WHEN & WHERE
DAY ONE
WELCOME DINNER
Location and time to be determined
DAY TWO
LIMITLESS SESSIONS* | 8:00 A.M. - 5:00 P.M.
*Limitless training sessions are typically held at:
Peak Pro Financial • 7979 E Tufts Ave • Denver, CO 80237
WHAT YOU’LL GET
- Expert perspectives on the state of the advanced planning marketplace
- Elite practices to structure your business for growth in an ever-changing world
- How to master carrier illustrations and costs, plus identify the clues that can make or break a policy
- Market analysis and understanding the indices that are poised to perform in the future
- Powerfully unique planning strategies combined with a marketing platform to fill your pipeline and drive production
- How to apply innovative planning concepts to real-life client scenarios—for tax-smart accumulation, income and legacy planning
For over 20 years, we have personally tested and perfected out-of-the-box planning strategies to help top advisors reach unprecedented heights. You’re committed to coaching your clients, so now it’s your time to invest in yourself and the future of your practice.
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 Limitless.
IUL sales mastery
Become the ultimate IUL authority with real-world planning concepts & elite positioning tools
Tax mitigation & elimination concepts
Leverage explosive insights & actionable steps to maximize sales & tackle your clients’ biggest pain points
Sales and marketing strategies
Leave no opportunity uncovered with elite sales training & proven marketing programs
Why advisors love our training events...
Make your travel arrangements
Plan ahead! Get the details on hotel accommodations and local transportation.
Intel to crush the marketplace:
A sampling of topics
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.
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.
It’s time to maximize your potential
LOCK IN YOUR SPOT
To save your spot for this exclusive event,
Contact your Sales Development Advisor or call
866.866.7050 ext 2.
