We know that your time is precious, so let’s make the most of it. We designed one day of training to ensure you get everything you need so you can maximize big opportunities right away. Please plan to attend all sessions so you don’t miss key intel that is critical to your success.
DAY ONE
LOCATION: TO BE DETERMINED
| TIME | SESSION |
| 5:00 - 7:00 P.M. | WELCOME DINNER |
*Agenda and times are subject to change, but please plan to attend all sessions.
DAY TWO
LOCATION: PEAK PRO FINANCIAL | 7979 E TUFTS AVE | DENVER, CO 80237
| TIME | SESSION |
| 7:30 - 8:00 A.M. | BREAKFAST |
| 8:00 - 8:45 | WELCOME & THE STATE OF THE IUL INDUSTRY |
| 8:45 - 10:15 | BUILT TO WIN: THE ULTIMATE SALES PROCESS |
| 10:15 - 10:30 | BREAK |
| 10:30 - 12:00 P.M. | TARGETING TAXES: QUALIFIED MONEY SOLUTIONS |
| 12:00 - 12:30 | LUNCH |
| 12:30 - 1:15 | BRIDGING ALL GAPS: THE NEW PLANNING SOFTWARE |
| 1:15 - 2:00 | SIMPLIFYING THE COMPLEX: IUL COST ANALYSIS & ARBITRAGE |
| 2:00 - 2:45 | STRATEGIES TO STAND OUT: ADVANCED MARKET CONCEPTS FOR AFFLUENT CLIENTS |
| 2:45 - 3:00 | BREAK |
| 3:00 - 4:00 | PUTTING IT INTO PRACTICE: REAL-LIFE CASE EXAMPLES |
| 4:00 - 4:30 | WORKING WITH PEAK: THE CONCIERGE EXPERIENCE |
| 4:30 - 5:00 P.M. | CLOSING REMARKS |
*Agenda and times are subject to change, but please plan to attend all sessions.
