Brilliant Breakthroughs & Advanced Planning Solutions  

Agenda

Day 1

Opening Remarks & Introductions William Wright, CFP® sets the stage for the 2 day school.

The Intentional Advisor Presented William Wright, CFP® Experiencing your true potential requires an intentional lense. It all begins with understanding the value that you bring to your clients, their children and the next generation.

Brilliant Breakthroughs Presented by Machen MacDonald From time to time, we all bump up against our current upper limits. The question is, how do we predictably break through to the next level in the least disruptive way?  

Knock Out Networking! More Prospects, More Referrals, More Business Presented by: Michael Goldberg, CSP Boxing, like networking, is about the connection! Financial Professionals MUST have a "knock-out" approach to making great connections. Simple as that! In this "main event", you'll learn the "knock-out" strategies needed to network in the right places, say the right things, and meet the right people. 

Presenting for Success: Organizing Your Message to Turn Good into Great Presented by: Joe Ross, ChFC®, CLU®, CRC® Learn how to organize your presentation to optimize success. You'll learn a presentation template you can use for every sales concept and how to change the life insurance discussion from talking about an expense to talking about an asset.

Sizzling Sales Concepts Unlocking the True Power of IUL Presented by: Joe Ross, ChFC®, CLU®, CRC® Learn how to triple the value of your client's IRA legacy to the next generation income-tax free! Discover the secrets of IUL accumulation and distribution that unlocks the power of this incredible product. You'll see why "zero is your hero", which is only half of the story that makes IUL's such a great product! 

Dinner at Hacienda on the Lake Join us as we celebrate the end of Day 1.

Day 2

Radical Relevance: Sharpening Your Message, Cut Through the Noise, and Win More Ideal Clients Presented by Bill Cates, CSP®, CPAE® Your prospects and clients are bombarded with messages for all directions. To reach them, your messaging must hit the bullseye in their brain with a highly relevent and critically compelling message that grabs their attention and moves them to action. 

 Pension Match Presented by Justin Wright, CFP®, CLU®, ChFC® Do you have clients with a defined benefit plan who need help selecting the most suitable payout options? FPG has created a technique called "Pension Match," which helps with the benefit selection process, reduces risk to your clients, and saves them money. 

 The Split Funded Annuity Strategy Presented by Mike Van Horn Never sell lifetime SPIA again. Satisfy your client's need for immediate lifetime income while creating liquidity, adding flexibility, and putting more commission in your pocket.  

Life Insurance as an Asset Class Presented by Justin Wright, CFP®, CLU®, ChFC® Learn how to provide double-digit returns, guaranteed for 20-25 years, using an alternative asset class. RIAs and Investment Managers love this planning solution! 

Tools and Tips to Increase Your Business Sales Presented by Debbie Rooks, Ph.D., CLU®, ChFC®, RICP® As a financial professional, you have clients who are business owners and their needs differ from your traditional client. Learn about the tools and resources that will help you offer unique solutions to your business owner and entrepreneur clients.

Perspective | The Gratitude Factor Presented by: William Wright, CFP® How can graciousness impact your business? Learn how being gracious can impact your success.