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!
- Enjoy our private suite at Truist Park and experience major league action with the Atlanta Braves!
- Learn how to unlock exponential growth from Elite Advisor Bryan Waites and his team
- Learn how our Retire Ready event and digital marketing system adds millions to your production
- Unlock high net worth clients and business owners with our proprietary Perpetual Wealth System
- Become a credible, branded advisor with our professional video productions and digital assets
- Learn about our incentives and travel experiences!
- 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!
(2-night hotel accommodations, car service, and up to $750 flight reimbursement upon arrival).
Get to Know Your Dedicated Annuity, Life, and Marketing Team
At Tarkenton Financial, we know that a winning culture isn't something that translates over phone and email. You'll get the chance to interact directly with our entire organization, hear from existing advisors, and learn what makes Tarkenton Financial a unique draw for advisors who want great marketing, great support, and a true community. Learn why advisors who choose to work us continue to stay with us, year after year.
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 Cincinnati Reds! 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 event and digital marketing system will reduce your marketing costs and add millions to your production! We'll also share our digital and video marketing strategies including spotlights, social media, news segments and our in-house studio! Learn our proprietary case design system for high net worth clients, plus new tools to increase your IUL production!
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. As a registered rep and insurance producer, Bryan will share how partnering with Tarkenton Financial 8 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 has mastered our proprietary Retire Ready workshop system 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 8 years.
Shelby Block
Advisor | Waites Financial Services
Shelby became a member of the Waites Financial Services team in June 2024. As part of the team at Waites Financial, she has become an integral part of their client service and advisor team, helping to execute successful marketing events, meeting with clients, and closing business. Shelby will share valuable insights on how to integrate junior advisors into an existing practice and set them up for success. Shelby is Life & Health Insurance licensed and holds Series 6 & 63 securities licensure.
Shelby Block
Junior Advisor | Waites Financial Services
As a key member of the Waites Financial team, Shelby supports the firm’s growth in annuity production and client outreach, contributing innovative ideas and dedicated service that complement the 32+ years of experience founder Bryan Waites brings to the table. Shelby will share more about how she and the Waites team drive engagement and success using Tarkenton's Retire Ready workshop platform, as well as how to scale your practice with junior advisors to unlock new markets and client opportunities. Shelby is insurance licensed and a registered representative.
Our Founder
A Hall of Fame pedigree and commitment to excellence
Fran Tarkenton
Founder/CEO
Fran founded Tarkenton Financial in 2003 and still guides the company today. 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. Fran's maxims of business guide every aspect of how we interact with and support our advisors. Come learn what it means to be have a Hall of Fame partner on your roster!
Event proudly sponsored by:
At Tarkenton Financial, you're never one of many, you're one of us. See why...
Don't miss out on this incredible opportunity to Reach Your Peak!
Why Registered Reps, IARs, and independent agents 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