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.
4 Points Sheraton
4900 Duckhorn Dr Sacramento CA 95834
September 14 – 15, 2022 at 8:30 A.M PT
Lunch will be provided
IUL
Premium Financing
Debt Free America/Early Mtg. Pay Off Program
Why “Now is the time” for annuities and what the agent’s role is in this.
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.