The Speakers
08
FEATURED INDUSTRY EXPERTS
01
Michael & Rochelle Cherniawski
WESTON, FL
RJ & Angel Pimentel
NASHVILLE, TN
02
Don Turenne
FORT MYERS, FL
04
05
Renee Thompson
TRANSAMERICA
Milos Kluet
EVEREST FUNERAL CONCIERGE
06
Agenda
APRIL 30 TO MAY 02
Friday
5:00 PM
Meet & Greet
Saturday
9:00 AM
Session 2 EA
Sunday
9:00 AM
Session 3 EA
6:00 PM
Introduction
12:00 PM
Lunch Break
12:00 PM
Lunch Break
8:00 PM
Dinner Break
9: 00 PM
Dinner Break
1:00 PM
Graduation
Curriculum
01. How to Schedule Appointments.
02. How to leverage Social Media.
03. How to edify the right planner.
04. Finance 101.
05. How to present the WFG planning process.
06. How to do a proper Financial Needs Analysis.
07. How to illustrate financial concepts.
08. 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.
11. Goal Setting.
12. Exchange Principles.
13. Selling Through Curiosity.
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