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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!
LAST 6 SESSIONS FULLY BOOKED!
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.
Agenda
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
6:30pm
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
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Watch a simulated experience of Steve meeting two new prospects, going through the fact finder, uncovering needs, and positioning the sale.
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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.
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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,
Steve Gilbert, & Michael Riley
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Comments, Concerns, Questions, What Works, What Doesn't
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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.