top of page
Modern White Building
MAYSummit_POSTCARD_Draft1.png
MAYSummit_POSTCARD_Draft1.png
nuZptT.jpg

Feb. 5-7, 2025

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!

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.

summitspeakers.png
nuZptT.jpg

STACKED SPEAKER PANEL

Hear from Multi-Million Dollar Producers who are using our programs and experiencing massive success.

nuZptT.jpg

LAST 8 SESSIONS FULLY BOOKED!

Limited to 40 Advisors, Secure Your Spot TODAY!

Free to attend, just pay travel.

Register
nuZptT.jpg

Agenda

Wednesday, feb 5th

Welcome Reception, 6:30pm​

Drinks, dinner, and networking at the wonderful
Bon Appetit
with a waterside view in Dunedin

Bus transportation available. 

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

conclusion of evening.

Thursday, Feb 6th

8:30am - Breakfast Buffet​

2nd Floor Auditorium

9:00am - Welcome Address


9:15 - 10:00

Marketing Advisors Into Millions

10:00 - 10:45

The Seminar, Appointment, and Sales Process that took an Advisor from $3M to $31M)

10:45 - 11:30

Critical Activities Before, During, and After the Seminar

11:30 - 12:00 LUNCH HERE AT UFC
 

12:00 - 1:00

The Most Effective Marketing Machine for Financial Advisors

1:00 - 1:15 BREAK

1:15 - 2:45

How to Capture the Attention of Ultra-Wealthy Individuals with
the Powerful Premium Financing Investment Strategy

2:45 - 3:30

NEW! PremiumLife™ FLEX: Double the Death Benefit, Income, and
Targets w
ith No Extra Cost to the Client

3:30 - 4:00 OPEN Q&A WITH SPEAKER PANEL & UFC’S ADC’S

Transportation back to the hotel needs to be arranged on your own accord.

PXL_20230921_141043919.MP.jpg
375462703_788354229964696_7702301552495252043_n.jpg

6:30pm

LIVE Client Dinner Seminar​

Bascom's Chophouse, Clearwater

A bus will arrive at 5:45pm at the hotel to transfer you to the LIVE client seminar!

See the system IN ACTION with REAL prospects!

1561020134563.jfif
nuZptT.jpg
Agenda
29-print-UFC-0855.jpg

Friday, Feb 7th

8: 30am - Breakfast Buffet​

2nd Floor Auditorium
 

9:00 - 10:30

How to Run an Effective 1st Appointment:

Key Questions, Best Practices, and How to Build Irresistible Rapport

10:30 - 10:45 BREAK

10:45 - 11:30

Prospect Portfolio Evaluation: Revealing Hidden Fees and Planning Gaps to Drive Awareness and Advocate for Enhanced Planning

11:30 - 12:15

How to Use Retirement Analyzer’s Redline Reports to Create Urgency and Motivate Clients to Take Action (Including REAL Client Stories!)

12:15 - 12:30

Open Discussion & Closing Remarks

Lunch will be provided. Transportation to the meeting event and to the airport needs to be arranged on your own accord.

nuZptT.jpg

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.

bottom of page