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Upcoming Events

June 28th, Index University (Louisville, KY) (Everyone)
Churchill Downs
Louisville, KY
Time TBD (This is an all-day event)


July 12th, Life & Annuity for Beginners (BD, CD, KJ, LJ)
GM Training Room
Noblesville, IN
9:00am-4:00pm
Registration begins at 8:30am

This is a course for any producer that is new to life and annuity selling or needs a refresher. You will leave with the tools and techniques to build a successful to foundation to your business.

We will be covering the basic structure of an annuity, as well as giving you a detailed look at all the different types of annuities. Basic data gathering techniques, and sales presentations will also be covered.


July 26th, Final Expense Bootcamp (BD)
GM Training Room
Noblesville, IN
9:00am-4:00pm
Registration begins at 8:30am

Grow your Final Expense Sales dramatically in 2018.

  • Learn the basics of final expense sales including:
  • Telephone techniques (working leads)
  • Appointment setting
  • Overcoming Objections
  • Identifying the Need
  • Closing the Sale
  • Importance of New Business Placement and Persistency
  • Referral Tips and Techniques


Aug 9th, IUL Bootcamp (Detroit, MI) (LJ)
Location TBD
Detroit, MI
9:00am-4:00pm
Registration begins at 8:30am

Catapult your IUL sales and commissions into the stratosphere with our new Fast Track IUL Sales System!

  • How Fast Track can help you attract prospects

  • Scripts and dialogue to know what words to use to open cases, gather facts, and close sales

  • Proprietary IUL proposal software to better explain to prospects how the product works

  • Tax analysis, cost analysis, and qualified account software

  • Perfect responses to those pesky IUL objections

  • Protection in this litigious and regulatory environment

If you want to sell IUL you can’t miss this meeting!


Aug 16th, Senior Agent Life & Annuity Cross Sales (BD, KJ, LJ)
GM Training Room
Noblesville, IN
9:00am-4:00pm
Registration begins at 8:30am

This meeting will help agents set the stage to build future sales opportunities that arise out of AEP every year. Whether it’s before or after AEP you’ll need a plan to recognize and implement cross selling opportunities. We can help you with that!

We will show you a simple technique to present to your Med Sup clients that is easy, non-threatening, and will not involve your client’s current financial advisor. There are big commission opportunities along with the possibility of generating 3-4 additional sales in the future.


Sep. 11th-12th, IUL Bootcamp/Advanced Annuity Sales Concepts (KJ, LJ)
GM Training Room
Noblesville, IN
9:00am-4:00pm
Registration begins at 8:30am

Catapult your IUL sales and commissions into the stratosphere with our new Fast Track IUL Sales System!

  • How Fast Track can help you attract prospects

  • Scripts and dialogue to know what words to use to open cases, gather facts, and close sales

  • Proprietary IUL proposal software to better explain to prospects how the product works

  • Tax analysis, cost analysis, and qualified account software

  • Perfect responses to those pesky IUL objections

  • Protection in this litigious and regulatory environment

If you want to sell IUL you can’t miss this meeting!


Sept 27th, Annuity Symposium (Detroit, MI) (KJ)
Location TBD
Detroit, MI
9:00am-4:00pm
Registration begins at 8:30am

This will be an advanced sales meeting.  We will walk you through almost every strategy ever used to take income from a lump sum of money.  We will discuss how to prospect for income, how to gather data for income, how to put together a plan, how to present the plan, and most importantly how to sell the plan.