Sales and Networking Forum

May 12–14

Register Free

Contact Robin Dreckman with any questions at (888) 303-8755 x2175.

Topics


Session 1: 8:30 am – Friday, May 13

Guarantees Go a Long Way: Building a Foundation with Annuities

David Geake

Want to sell more annuities? Join David Geake, one of AMS’ Top Producers, as he demonstrates how he educates his clients and offers them a balanced retirement plan.

Session 2: 9:45 am – Friday, May 13

Surviving and Thriving in a Retirement Crisis Paradigm

Rick Reding

Surviving in today’s retirement crisis paradigm requires advisors to manage their clients’ portfolios differently. Learn how Rick Reding offers and manages a balanced portfolio while meeting his client’s expectations in today’s uncertain retirement paradigm. Through this unique approach, Rick has grown his business with referrals on a consistent basis and has helped more clients in his community build a sustainable income stream in retirement.

Session 3: 11:00 am – Friday, May 13

Harnessing the Power of the Sound Tax Network to Generate Leads and a Recurring Income Stream

Craig McKenna

Learn how Craig McKenna has implemented the Sound Tax Network into his 5-year business plan. See how he positions the “what if,” how he chooses direct mail pieces and collects the data for client follow-up, and much more!

Session 4: 12:45 pm – Friday, May 13

Life Made Easy: An Inside Look at How to Build Your Life Insurance Business Model

Kathy Colby

Integrating life insurance into your business can be easy when planned and executed properly. Join Kathy Colby as she breaks down her process for adding life insurance into her business. By learning the products, properly training her staff, and leveraging the support of the AMS for Life Department, she has been able to add another revenue stream to her practice.

Session 5: 8:00 am – Saturday, May 14

3 Simple Steps to Growing Your Business in 2011

Bill Danner

Listen as Bill Danner shares how he implemented the Game Time Sales Process over the past year and increased his 2010 production by 36% over the previous year.

Step 1: Utilize a Defined Sales Process
Step 2: Practice, Practice, Practice…
Step 3: Find and Learn from a Mentor

Session 6: 8:30 am – Saturday, May 14

The Path to Profitability: How to Get a 35% Return on Each Dollar Spent!

Dave Williams

Learn how to maximize your ROI and increase your profitability from Dave Williams, the 2009 Senior Market Advisor of the Year.