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Modern White Building
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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.

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STACKED SPEAKER PANEL

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

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LAST 8 SESSIONS FULLY BOOKED!

Limited to 40 Advisors, Secure Your Spot TODAY!

Free to attend, just pay travel.

Register
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Agenda

Wednesday, feb 5th

Welcome Reception, 6:30pm​

Drinks, dinner, and networking at the wonderful Marina Cantina on Clearwater Beach. 

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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 Message


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 - 12:45

Boost Client Engagement and Streamline Follow-Up: How Automated Digital Marketing with AI Transforms Financial Advising

12:45 - 1:30

Simplicity's Tools + Resources to Boost Your Brand + Business
 

1:30 - 1:45 BREAK
 

2:30 - 3:00
NEW! PremiumLife™ FLEX: Double the Death Benefit, Income, and Targets with No Extra Cost to the Client

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

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6:30pm

LIVE Client Dinner Seminar​

Bascom's Chophouse, Clearwater

A bus will arrive at 5:30pm at the hotel to transfer you to the LIVE client seminar!
 

See the system IN ACTION with REAL prospects!

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Agenda
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friday, Feb 7th

8: 30am - Breakfast Buffet​

2nd Floor Auditorium
 

9:00am - 9:30am

In-depth review of the live client seminar to include discussion of process, results, follow up, appointment techniques and MORE!

9:30am - 10:30am

How to Run an Effective 1st Appointment:

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

10:30am - 11:00am

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

 

11:30 - 12:15

Mastering the Art of Human Connection
 

Closing

 

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

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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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