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MARCH 20-22, 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, 3/20

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, 3/21

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 - 10:45

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

10:45 - 11:30

Critical Activities Before, During, and After the Seminar

Hazely Lopez - Marketing Event Coordinator, UFC

11:30 - 12:00 LUNCH HERE AT UFC

12:00 - 1:00

The Most Effective Marketing Machine for Financial Advisors

Steve Gilbert - Senior Vice President, UFC

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

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

2:45 - 3:30

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

Nathan Medin - Sr. Partner, UFC


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



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!


Friday, 3/22

8: 30am - Breakfast Buffet​

2nd Floor Auditorium

9:00am - 9:45am

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

Steve Gilbert

9:45am - 10:30am

Top Products and Exclusive Tools that Will Help You Convert More Prospects to Clients!

Steve Gilbert


10:30am - 11:15am

Open Discussion Between Advisors & Panelists

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


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


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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