FEBRUARY 3rd-7th, 2020
Galveston , Texas | Cozumel , Mexico | Galveston , Texas
At this, exclusive 4-day life and annuity training event using the college funding niche; we will drill down on our proven sales processes, scripts, and client presentations. Attendees will learn how to use our proprietary tools, presentations, scripts, calculators, and marketing materials to increase your production by 50-200%.
As a producer already offering college, you know how much this lucrative niche market gets you in front of prospects hungry for your help.
At this invitation-only, intensive 2-day training event, exclusively for experienced advisors already offering college funding, you will learn advanced techniques from some of the nation’s best producers and trainers selling life and annuity products in the college funding market.
Here’s just a sample of what you can expect at this elite private training retreat:
You’ll learn how to prevent running out of money and retire with peace of mind…
- You’ll learn how to take advantage of the latest tax-reforms for retirement…
- You’ll learn which Probate and Trusts laws will affect you…
- You’ll learn how to protect your current retirement portfolio should we have a down market…
- You’ll learn which of your assets may be at risk during the “Spend Down” phase of your retirement…
- … and much, MUCH More!
WHAT PAST ATTENDEES HAVE TO SAY
5:00pm – 6:00pm
Happy Hour and Hor d ‘oeuvres
6:00pm – 8:00pm
Dinner
8:10AM:
Meet in lobby (8:10-8:20AM)
8:30AM:
Introductions
9:00AM:
Appointment flow
9:30AM:
SMARTTRACK® software and product offerings {30 mins)
10:00AM:
15 min break
10:15AM:
Mastering Affiliate Calls {60- mins)
11:15AM:
Introducing Return of Premium Product
12:00PM:
Lunch
12:30PM:
Five Ways to Pay Calculator (60 mins)
1:30PM:
Return of Premium – 3 Ways (60 mins)
2:30PM:
15 min break
2:45PM:
Financial product overview features, benefits, and when to use them) (90 mins)
4:00PM:
Panel discussion with Q&A and common objections (60mins)
5:00PM:
Ride share to hotel
6:15PM:
Meet at lobby for dinner – Maggiano’s Italian Restaurant
8:10AM: MTL employee sponsored rideshares from hotel to HQ (8:10-8:20AM) Please bring your luggage with you*
8:30AM: Workshop phycology (SM)
9:30AM: Financial product overview (SG doing more detail on TWO products-what you like about them, features, and when to use them) (45-mins)
10:30AM: 15 min break
10:45AM: How to break into schools and companies (JSB & KC) 60 mins
11:45AM: Your 90-day plan, Panel discussion (SM, SG, KC, JB) with Q&A and wrap up during lunch {30mins) 12:15PM: Shuttle to airport (O’Hare) *Leaving directly from HQ to the Airport at 12:15PM
MEET YOUR ELITE TRAINERS
These expert speakers are some of country’s best college funding experts that have produced millions in target premium and they will show you exactly how to use our SMARTTRACK® College Funding system to increase your life and annuity production using the college funding niche.
Sam Mikhail
Scott Greenameyer, CPA
Kevin Campbell
Ron Them, CCFS®
Josh Miner
YOU MIGHT BE ASKING…
This is an invitation-only event. All expenses are covered by FSG including breakfast, lunch, and dinners. Hotel and flight costs will be reimbursed up to $750 using business credits, typically one average policy closed by 12/31/2019.
Because we are limited to a certain number of attendees, you will be required to pay a registration fee of $95 when you RSVP to hold your place. This registration fee will be refunded upon check-in at the event.
This event is by invitation only and each attendee is required to have the following:
- A minimum of five years of life and/or annuity experience
- A personal production of a minimum of $150,000 in commissionable life or annuity business per year
- A marketing budget greater than $50,000 per year or the capability of implementing a marketing budget that exceeds $50,000 per year
- The willingness to contract with these carriers through FSG
- Lafayette
- ANICO
- Allianz
- Athene
- Nationwide
- Great American
We may be able to accommodate you as long as we have space available. Please send an email to events@fsgmo.com with your name, mobile phone number, and the best time to call.