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!
STACKED SPEAKER PANEL
Hear from Multi-Million Dollar Producers who are using our programs and experiencing massive success.
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.
Agenda
wednesday
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
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 - 11:00
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
11:00 - 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! PremiumLife™ FLEX: Double the Death Benefit, Income, and
Targets with 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.
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!
friday
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,
Steve 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.