The Speakers
06
FEATURED INDUSTRY EXPERTS
01
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Nathan Shorak & Luis Zafra
ATLANTA, GA
Oggi Ruiz
MIAMI, FL
02
03
Justin Pries
ORLANDO, FL
Amy & Boone Moore
FORT MYERS, FL
04
05
Ilona & Luis Dominguez
WEST PALM BEACH, FL
Tidia& Ron Lovell
TAMPA, FL
06
Agenda
MAY 14 - 16
Friday 09
05:00 PM
Meet & Greet
05:30 PM
Introduction
08:00 PM
Dinner Break
Saturday 10
08:00 AM
Session 2 EA
12:00 PM
Lunch Break
08:00 PM
Dinner Break
Sunday 11
09:00 AM
Session 3 EA
12:00 PM
Lunch Break
04:30 PM
Networking
Curriculum
1. How to Schedule Appointments.
2. How to leverage Social Media.
3. How to edify the right planner.
4. Finance 101.
5. How to present the WFG planning process.
6. How to do a proper Financial Needs Analysis.
7. How to illustrate financial concepts.
8. How to close financial concepts:
- Everest
- Trendsetter LB
- Million Dollar Baby
- Simple IUL
- Simple Rollover
9. Crusade
10. How to Hit SMD in 5 months or less
Books
The Power Of Zero by David Mcknight (also look for his Podcast)
Money, Wealth & Life Insurance by Jake Thompson
The Retirement Miracle by Patrick Kelly
Our Companies
LEADING IN THE INDUSTRY