Request Your Spot!
An Exclusive Event for Advisors ready to grow their annuity and life insurance business!
Qualified advisors are invited to learn the marketing strategies, products, and processes of our top advisors, all expenses paid!
MONDAY, May 12:
- Arrive Monday by early afternoon
- Enjoy cocktail hour with NFL Hall of Famer Fran Tarkenton at his home
- Enjoy an Atlanta Braves game with our team in a private suite
TUESDAY, May 13:
- Learn from Elite Advisors Bryan and Ali Waites, Dan Wachs, and our team
- See our powerful in-house Retire Ready workshop and lead generation system
- Unlock high net worth clients and business owners with our Perpetual Wealth System
- Access our professional video productions and digital assets (spotlight video, studio, animations)
- Learn about our marketing and production incentives (including St. Lucia 2026!)
- Learn about our on-call Advanced Markets expert, powerful annuity/life tools and marketing, and more included when you work with us!
*Space is limited and reserved for qualified advisors only. Complete the form to request your all-expenses-paid spot!
(1-night hotel accommodations, car service, and up to $750 flight reimbursement upon arrival).
Thank you to our event sponsor:
Cocktail Hour with NFL Hall of Famer Fran Tarkenton
When you arrive, you'll head to the home of our Founder & CEO, NFL Hall of Famer Fran Tarkenton, for an intimate meet-and-greet and cocktail hour. In this relaxed setting, you'll have the opportunity to spend time with Fran, tour his football memorabilia, get to know our team, and experience our distinctive culture firsthand, which truly feels like a family of advisors.
Experience the Atlanta Braves at Truist Park Private Suite
Get ready for an exciting night at Truist Park as the Atlanta Braves take on the Washington Nationals! Enjoy the electric atmosphere of one of baseball’s most enjoyable stadiums from our private suite with unlimited food and an open bar! Soak up the camaraderie with your fellow advisors and our staff. This is the perfect opportunity to kick back, relax, and experience the thrill of America’s pastime in the city of Atlanta!
Learn how our Elite Advisors close more business with us!
Discover how our proprietary Retire Ready workshop system will reduce or eliminate your marketing costs while providing you with more prospects!
We'll also share our digital and video marketing strategies including spotlights, whiteboards, and our studio!
Learn our proprietary Perpetual Wealth System for high net worth clients, plus new tools to increase your IUL production including Patrick Kelly resources!
A full offering of powerful annuity and life insurance marketing and sales tools you enjoy by working with Tarkenton Financial.
Fran Tarkenton
Founder & CEO | Tarkenton Financial
One of the NFL's all-time great QBs, Fran has always been an innovator, from inventing scrambling to building more than 25 successful businesses over the last 4 decades and growing the practices of hundreds of TF advisors. Learn how Fran's Maxims guide his innovation and how he wants to partner with you!
Dan Wachs
Tarkenton Elite Advisor | Perpetual Wealth Management
Come learn Dan's Perpetual Wealth System, the most effective vehicle for identifying and closing some of the largest Premium Financed IUL cases in the industry! As one of just a few approved PF vendors in the country, Dan's expertise, access, and support helps TF advisors identify, build, and close premium finance cases and experience their largest life insurance production years ever!
Morris Nutt
Tarkenton Elite Advisor | Trinity Capital Management
For nearly 6 years, Morris Nutt has been a dedicated partner of Tarkenton Financial. Since then, Morris has leveraged the comprehensive support and services provided by Tarkenton Financial to refine his approach to positioning life insurance and annuities. By utilizing the extensive resources and tools available through this partnership, Morris has significantly grown his client base and optimized his services to better meet client needs. You will hear his insights on how Tarkenton Financial's robust support system has enabled him to enhance his expertise, uncover new business opportunities, and strategically grow his practice.
Bryan Waites
Tarkenton Elite Advisor | Waites Financial Services
Bryan Waites is a 30+ year veteran of financial services who has seen and done it all when it comes to marketing. Bryan will share how partnering with Tarkenton Financial 6 years ago revolutionized his practice. You’ll learn specifically how Bryan has leveraged our premium finance team to uncover new business opportunities and capture more client assets that he previously did not have access to, increasing his revenue by more than $100,000 per year. You’ll also learn how Bryan leverages our proprietary Retirement GPS events to consistently fill his appointment calendar, how to conduct successful, low cost client appreciation events that leave clients raving, and how and why transitioning from primarily variable annuities to primarily indexed annuities has created more business for Bryan over the last 6 years.
Ali Waites
Waites Financial Services
Ali is proud to work side by side with her father Bryan Waites, who has been serving the community for over 30 years. "Working together allows us to bring our two strengths to the table," Ali says. "With his knowledge and experience, I am able to bring energy, enthusiasm and new ideas to help clients." Ali will share more about how she works with her dad to drive engagement and success using the Retire Ready platform, as well as how to scale your practice with junior advisors. She is Life and Health Insurance licensed and is completing her Series 6 & 63 securities licensure. She holds a Bachelor of Science in Exercise Science from Missouri State University (2019) and a Masters of Science in Health Informatics from Logan University (2022).
At Tarkenton Financial, you're never one of many, you're one of us. Learn more...
Don't miss out on this incredible opportunity to Reach Your Peak!
Why Registered Reps and IARs work with us for annuities, life insurance, and marketing:
“It is hard to find folks more ready to help make sure I am successful; their team goes above and beyond for me every day.”
Wayne - Augusta, GA
“My clients need guarantees they don’t have to worry about, and my Tarkenton team helps me incorporate that into every plan I create.”
Norm - Phoenix, AZ
“Working with Tarkenton has been a game-changer for my practice. I’ve uncovered millions in assets thanks to their marketing.”
Morris - Memphis, TN
Thank you to our event sponsor: