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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 7 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.

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Agenda

TUESDAY, 5/14

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.

WEDNESDAY, 5/15

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

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.

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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!

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THURSDAY, 5/16

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

Steve Gilbert - Senior Vice President + Top Seminar Advisor, UFC
 

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

Steve Gilbert

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!)

Benjamin Clark CFP®, UFC Seminar Advisor
 

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.

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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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