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May 15-17, 2024

clearwater, fl

Join us at the UFC Headquarters for a hyper-focused 2-day success session where you will learn from proven leaders and see their systems LIVE and IN ACTION!


Limited to 40 Advisors, Secure Your Spot TODAY!

Free to attend, just pay travel.

Learn about our discoveries and valuable response data gathered over the last 27 years from thousands of top producers, and 1.7+ million consumer campaigns.

We will also go over trends, proven formulas, top producer activities, presentations, closing techniques, appointment pointers and other critical elements to doubling and tripling your annuity and life insurance business.

PLUS! Hear an insightful review on the state of the premium finance investment strategy, today’s most advanced marketing practices, and the best new client acquisition solutions in our industry.



Wednesday, 1/24

Welcome Reception, 6:30pm​

Drinks, dinner, and networking on the Rooftop of

Marina Cantina on Clearwater Beach. 

Bus transportation available. 

Picks up at hotel at 5:45p and returns to hotel at

conclusion of evening.

Thursday, 1/25

8: 30am - Breakfast Buffet​

2nd Floor Auditorium

9:00am - Welcome Address

Vincent Munno, President UFC

9:15 - 10:00

Marketing Advisors Into Millions

Jorge Villar - Director of Advisor Development, UFC

10:00 - 10:30

Critical Activities Before, During, and After the Seminar

Hazely Lopez - Marketing Event Coordinator, UFC

10:30 - 10:45 BREAK


10:45 - 11:30

The Retirement Roadmap Presentation: (The Seminar, Appointment, and Sales Process that took him from $3M to $31M)

Michael Riley, CFP®, CLU®, ChFC®

President, Estate & Retirement Resources

11:30 - 12:00 LUNCH HERE AT UFC

12:00 - 1:30

The Most Effective Marketing Machine for Financial Advisors

Steve Gilbert - Senior Vice President, UFC

1:30 - 1:45 BREAK

1:45 - 2:30

How to Earn 6-7 Figure Commissions on Single Transactions with the Powerful Premium Financing Investment Strategy

Vincent Munno CFP®, CLU® - Founder & President, UFC


2:30 - 3:15

NEW! PremiumLife™ Match: Unlocking the Power of No-Collateral Premium Financing for Bigger Results for More Clients

Nathan Medin - Sr. Partner, UFC



LIVE Client Dinner Seminar​

Bascom's Chophouse, Clearwater

See the system IN ACTION with REAL prospects!


Friday, 1/26

8: 30am - Breakfast Buffet​

2nd Floor Auditorium

9:00am - 9:30am

Review of Live Seminar Event

Steve Gilbert - Senior Vice President, UFC

9:30am - 10:00am

Case Study to Millions

Jeff Reneker, Top Producer

10:00am - 11:15am

Mock 1st Appointment

  • Watch a simulated experience of Steve meeting two new prospects, going through the fact finder, uncovering needs, and positioning the sale.

  • Watch exactly how he and his associates conduct themselves from start to finish to create a comfortable atmosphere, build rapport, and create urgency when it comes to retirement planning.

  • At the end of the mock appointment, we will have an open discussion where attendees can ask questions and share their experiences to get Steve's take on how he would handle himself in different situations.


11:15am - 12:00pm

Open Discussion Between Advisors & Panelists

Lead By Vince Munno, Jorge Villar, 
teve Gilbert, & Michael Riley


  • Comments, Concerns, Questions, What Works, What Doesn't

  • Boxed Lunches available to take with you or enjoy at the home office


Registration is FREE and includes a 2-night stay at the Residence Inn by Marriott Clearwater Downtown. Travel and ground transportation should be arranged on your own accord, with the exception of bus transportation that is available to take you to and from the evening dinner events.

For More Information Call Your ADC (Advisor Development Consultant) directly or dial 800-661-6596 to be connected to the team.

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