sacramento, california | Sept 14 - 15, 2022

IUL ADVANCE MARKET EXTRAVAGANZA, Part 2

Days
Hours
Minutes
Seconds

During this 2-day conference, we talk life and health producers who want to double their income while operating in the advanced market IUL space.

INFORMATION CENTER

LOCATION

4 Points Sheraton
4900 Duckhorn Dr Sacramento CA 95834

WHEN

September 14 – 15,  2022 at 8:30 A.M PT

FOOD

Lunch will be provided

HOTELS

4 Points Sheraton

Element Sacramento Airport

Element Sacramento Airport

SPEAKERS

MORE TO COME, STAY TUNED!

Chris Miller

IUL

Eric Palmer

Premium Financing

Josh Moore

Debt Free America/Early Mtg. Pay Off Program

Rick Rooks

Why “Now is the time” for annuities and what the agent’s role is in this.

Agenda

Wednesday, 9/14

8:30 AM – 8:45 AM
Eric Salazar Kick Off

8:45 AM – 9:30 AM
Jovan Glasgow

9:30 AM – 10:30 AM
How to Effectively Explain IULs to Your Client Base

10:30 AM – 10:45 AM
Break

10:45 AM – 12:00 PM
Rick Rooks “Why Right now is the Time for Annuities”

12:00 PM – 12:30 PM
Lunch

12:30 PM –  1:30 PM
Danielle from F&G

1:30 PM – 2:30 PM
Josh Moore – Debt Free America

2:30 PM – 2:45 PM
Break

2:45 PM – 3:30 PM
David Neal – Mutual of Omaha

3:30 PM – 4:00 PM
Chris Miller – Proprietary IUL Software Introduction

4:00 PM – 5:45 PM
Premium Financing and Advanced IUL Strategies

6:00 PM
Dinner

Thursday, 9/15

8:30 AM – 9:00 AM
Advanced Market Lead Options w/Chris Miller

9 :00 AM – 10:00 AM
Rick Rooks on What Roles the Agent has to play in todays Annuity Market

10:00 AM – 10:45 AM
Jason Long – Allianz

10:45 AM – 11:00 AM
Break

11:00 AM – 12:00 PM
Round Table Discussion with Chris Miller, Eric Palmer,  Eric Salazar, and Josh Moore along with Q&A from the Attendees

12:00 PM – 1:00 PM
Lunch

1:00 PM – 1:30PM
The winners mindset, start your AEP with a winning edge.

1:30 PM – 2:00 PM
Utilizing Connecture to maintain compliance and efficiency.

2:00 PM – 2:30PM
An introduction to Value Based Care and improving the retention of your MA book of business.

Break 15 minutes

2:45 PM – 3:15 PM
Selling MA plans over the phone during AEP in hot markets across CA. 

3:15 PM – 4:00 PM
Become a member of the HFG Medicare Workshop Program.   

4:00 PM – 5:00 PM
MA plans in CA.