What: One day, focused and high impact training, including a live presentation of our proprietary Retirement Well Spent educational workshop system – presented by a multi-million dollar advisor. During this day, we will also showcase the Retirement Hierarchy of Needs (solve for your clients’ needs more efficiently), proven marketing tools and systems to expand your business, simple steps to more effective Social Media Marketing, powerful IUL vs. 401k software. Keynote Remarks by NFL Hall of Famer Fran Tarkenton. Attendees will leave the session better prepared to take advantage of the growing retirement income market.
Who: Open to independent advisors and agents (new to Tarkenton Financial) who would like to learn how to dramatically grow their retirement income planning practice using Indexed Annuity and Life Insurance products. Proof of production may be required in order to attend.
When: Thursday, October 17th from 10 am to 5:15 pm. Cocktails and Appetizers to follow.
Where: Tarkenton Financial Headquarters in the Buckhead Financial District of Atlanta at 3340 Peachtree Road NE, Suite 2300. Our offices are 30 minutes from Hartsfield-Jackson International Airport and easily accessible by MARTA rail transit, rideshare, or personal vehicle.
Costs: Tarkenton Financial will cover everything during the Boot Camp and evening event. Advisors are responsible for their travel and hotel room. Ask one of our marketers how to qualify for reimbursement of airfare and hotel costs!
Attire: Business casual.
|Thursday, October 17th|
|10:00 am||Welcome and Keynote from Hall of Famer Fran Tarkenton
“Teams Win, Individuals Don’t: Why Having a Great Team On Your Side Makes All the Difference”
|10:30 am||Tarkenton Financial’s Family Feud
Survey Says?! Learn the top 7 ways we can help grow your annuity and life insurance production in this fun and interactive game (with prizes!)
|11:30 am||Retirement Hierarchy of Needs
The secret to greater efficiency in solving your clients’ retirement income needs
|12:15 pm||WORKING LUNCH|
|12:30 pm||3 Sales Ideas to Find More Annuity Premium NOW
Our annuity team will show how to easily find and write more premium with our proven sales ideas
|1:30 pm||Social Media Crash Course
How social media can impact your business, good, bad, and ugly…and how to start improving your presence in minutes
|2:30 pm||How Will 401(k)s Go Extinct?
See how we can and will help you close more IUL cases with our IUL/401(k) comparison software
|3:30 pm||Introduction to Retirement Well Spent
The turnkey educational seminar marketing system that is lowering costs and increasing annuity and life business for advisors
|4:00 pm||Retirement Well Spent LIVE!
A multi-million-dollar top producer shows you a live run-through of the exact process for doing a successful Retirement Well Spent seminar!
|5:00 pm||Closing Remarks
What’s next? How to put Tarkenton Financial to
work for you as a business partner
|6:00 pm||Evening Event
Let’s unwind! Join us for cocktails and heavy hors d’oeuvres to wrap up a busy and action packed day!