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november 15-17, 2023
clearwater, fl
Join us at the UFC Headquarters for a comprehensive training session led by our Millionaire Masterminds. Gain insights from individuals who consistently submit $1-4 million in annuity premiums each month, and leave with actionable steps that you can promptly put into practice to make a greater impact on the lives of your clients and significantly boost your revenue.
Limited to 25 Advisors & Their Key Client Services Staff Member
We believe Advisors cannot run a successful new client acquisition system alone. Bring a key employee that helps you coordinate events, organize client data, and can help you with your digital marketing so they can help you immediately implement the programs we share at this intensive training event!
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.
Agenda
Wednesday, 11/15
Thursday, 11/16
8: 30am - Breakfast Buffet
2nd Floor Auditorium
9:00am - Welcome Address
Vincent Munno, President UFC
9:15am - 10:30am Breakout Sessions
2nd Floor Auditorium
Intended Audience: Advisors
Between the Slides &
Behind the Scenes
Jorge Villar
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How Top Producers connect with different folks in the audience
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How to eliminate objections in advance
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What you are NOT saying that will get you more appointments
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Do you understand why they are really there?
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The pain of a loss is greater than the joy of a gain
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How to present concepts that are easy to understand
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Why it is important to use the feedback card to schedule visits
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The Myths & The Noise
4th Floor Conference Room:
Intended Audience: Assistants, Coordinators, and Junior Advisors
Critical Event Details for Success
Hazely Lopez
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Setting the Appointments
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Day After Event
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Setting Up New Client Files
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How to Pull Contacts for Snappy Kraken
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Confirming First Appointments
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Sending No-Show Emails
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Scheduling Next Seminar Date
How to Use Snappy Kraken's Automated Marketing System to Enhance Client Relationships
Nitesh Verma
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How to Upload Contacts into System
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How to Launch Campaigns
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How to Monitor Activity
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10:45am - 11:45am
Mock 1st Appointment
Steve Gilbert
2nd Floor Auditorium
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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.
11:45am - 12:15pm - Working Lunch
How to Use Retirement Analyzer to Encourage Prospects to Consider and Adopt New Financial Strategies
Ben Clark
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In depth demonstration of how to use the software and our favorite reports that make the biggest impact on prospects and motivate them to take action.
12:15pm - 1:45pm
Mock 2nd Appointment
Steve Gilbert
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Watch another simulated experience of Steve meeting two new clients for their second appointment, going through their tax returns and account statements, and discussing next steps.
1:45pm - 2:00pm - Break
2:00pm - 3:15pm
Mock 3rd Appointment
Steve Gilbert
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See the online presentation system Steve uses to present his recommendation in a clear and interactive way
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Learn how to overcome any objection that may come your way.
3:15pm - 4:15pm
Mock 4th Appointment
Steve Gilbert
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Watch how the strategies in appointments 1-3 come together to finalize the transaction and officially turn a prospect into a client.
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Acquire valuable insights into streamlining your business operations using UFC and discover best practices that will help avoid potential obstacles that may delay your case.
Networking Dinner, 6:30pm
Drinks, dinner, and networking.
Engage with additional leading advisors and actively participate in discussions to refine your expertise.
Hosted by Vince Munno, Jorge Villar, and Top Producing Advisor, Michael Riley
Bus transportation available.
Picks up at hotel at 5:45p and returns to hotel at
conclusion of evening.
Friday, 11/17
8: 30am - Breakfast Buffet
2nd Floor Auditorium
9:00am - 9:30am
The Psychology Behind the Seminar
Michael Riley, Top Producer
9:30am - 10:00am
Case Study to Millions
Jeff Reneker, Top Producer
10:00am - 11:15am
Most Common Product Recommendations & How to Present Them
Modernized Annuities - Steve Gilbert
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The enhanced annuity products that provide growth, protection, and legacy options
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Deep dive into caps, floors, and participation rates - what they are and how to explain the benefits to clients
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Ins and Outs of the unique product that allows clients to lock in returns when they're up AND provides the ability to set upper and lower targets to offer more control and peace of mind
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The impressive strategy of diversifying accounts within the same annuity contract
IUL & PremiumLife™ Match - Vincent Munno
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The revolutionary life insurance strategy that will set you apart and offer 2-4X the earning potential for clients with a net-worth of over $1M (including their primary residence)
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How to handle conversation with a high net-worth prospect (worth $3M+) to make sure you remain a top resource for their estate, retirement, legacy, and business planning needs
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
Limited to 25 Advisors & Their Key Client Services Staff Member
We believe Advisors cannot run a successful new client acquisition system alone. Bring a key employee that helps you coordinate events, organize client data, and can help you with your digital marketing so they can help you immediately implement the programs we share at this intensive training event!
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.