Register Now!
An Exclusive Event for Advisors working in the retirement market
You're invited to join us in our Atlanta office for a 1-day session to learn the processes, products, and marketing strategies of our top advisors!
Our team will show you how our PEAK Process will take your annuity, life insurance, and premium finance production to new levels!
PLUS, enjoy cocktail hour with NFL Hall of Famer Fran Tarkenton at his home, followed by a night of socializing and fun at The Painted Pin, Atlanta's premier upscale boutique bar, bowling and entertainment venue!
Hotel accommodations and airfare reimbursement provided for qualified advisors!
*Space is limited and reserved for qualified advisors only. Complete the form now to reserve your spot!
High Impact Sales & Marketing Meeting
This comprehensive meeting will show you how Tarkenton Financial can elevate your practice. Learn from our Panel of Elite Advisors how they leverage our team to boost their production and growth. Discover how our turnkey Retirement GPS Workshop System and proprietary Perpetual Wealth System can fill your pipeline with more qualified prospects. Through this meeting, you will discover how partnering with Fran Tarkenton and the Tarkenton brand enhances your opportunities and success.
Kinship at Fran Tarkenton's Residence
After our top advisor session, we'll head over 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, and experience our distinctive culture firsthand, which truly feels like a family of advisors.
Evening Fun at The Painted Pin
The Painted Pin is an upscale boutique bar, bowling and entertainment venue in an industrial warehouse space in the heart of Buckhead. In addition to bowling, classic interactive pub games include two customized indoor bocce courts, giant jenga, bimini ring game, two oversized basketball pop-a-shots, table shuffleboard, ping pong, skee-ball, and more. This is a great time to kick back, relax, and get to know your fellow advisors and our staff!
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!
Dr. Lawrence Sasso
Sasso Insurance & Financial Services
Larry Sasso has worked with Tarkenton Financial for nearly 2 decades, and in that time has used our support, services, marketing, and branding to grow and diversify his practice and establish himself as a trusted resource in his market. You’ll learn firsthand how Larry personally leverages the partnership of Fran Tarkenton, how he diversifies his book of business between AUM and annuities/insurance, and he’ll share the ways you can do the same to take work off your plate and spend more time meeting with clients.
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.
Here's What You Can Expect When You Partner with Us...
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:
