Check back often for more details. Agenda subject to change.
Sunday,
August 10, 2008 |
| 5:00 pm
-7:00 pm |
Welcome
Reception |
Monday,
August 11, 2008 |
| 7:00 am - 8:00 am |
Breakfast
|
| 8:00 am - 8:30 am |
Symposium
Introduction and Presentation by
Mike Midlam |
| 8:30 am - 9:00 am |
Tim
Harding & Mike Botkin |
| 9:00 am - 9:45 am |
Kevin C. McCarthy -
"Keys to Positioning"
2007 Mentor of the Year, AMS Top 10 Producer |
| 10:00 am - 10:45
am |
Pete Benson
"Growing Your Practice with Effective Leadership" |
| 10:45 am - 11:45 am |
Dan Slater, Allianz
"An Actuary’s View..." |
| 11:45 am- 12:30
pm |
David Macchia
"Retirement
Income Distribution: Achieving Your Goals in the Greatest
Sales Opportunity of Our Lifetime" |
| 12:30 pm - 1:30
pm |
Lunch |
| 1:30 pm - 2:30 pm |
Breakout Sessions
1-4
- Long-term Care Expert, Steve Moses, President
of the Center for Long-Term Care Reform
- Diversify Your Practice with Real Estate Investment
Trusts (REIT), Jim Geake and David Geake
- Ask the PAB, with the AMS Producer Advisory
Board Panel
- Proven Concepts, Uncommon Results: Our
New Safer-Money Workshop, Pete Benson and
Jon Maxson
|
| 2:45 pm - 3:45 pm |
Breakout Sessions
5-9
- Long-term Care Expert, Steve Moses, President
of the Center for Long-Term Care Reform
- Diversify Your Practice with Real Estate Investment
Trusts (REIT), Jim Geake and David Geake
- Ask the PAB, with the AMS Producer Advisory
Board Panel
- Proven Concepts, Uncommon Results: Our New Safer-Money
Workshop, Pete Benson and Jon Maxson
|
| 4:00 pm - 5:00 pm |
Breakout
Sessions 10-14
- Long-term Care Expert, Steve Moses, President
of the Center for Long-Term Care Reform
- Diversify Your Practice with Real Estate Investment
Trusts (REIT), Jim Geake and David Geake
- Ask the PAB, with the AMS Producer Advisory
Board Panel
- Proven Concepts, Uncommon Results: Our New Safer-Money
Workshop, Pete Benson and Jon Maxson
|
Tuesday,
August 12, 2008 |
| 7:00 am - 8:00 am |
Breakfast
|
| 8:00
am - 8:15 am |
Introduction
Joe Anzalone & Dee Costa |
| 8:15 am - 8:45 am |
Bob Ritter, InsMark
"From
Top Producer to Software Developer - Why and How" |
| 8:45 - 9:45 am |
Ron
Grensteiner - "Turn
$100,000 into over $512,000 in 20 years - Guaranteed"
Senior
Vice President and National Marketing Director, American
Equity
|
| 10:00 am -11:00
am |
Gary Imel -
"Choosing the Right Partners for Your Practice"
2008 Producer Advisory Board Member, Top AMS Producer
|
| 11:00 am - 12:00 pm |
Brad Newcomb
RVP, Western
Region, ING |
| 12:00 pm - 1:30 pm |
Lunch |
| 1:30 pm - 2:30 pm |
Breakout
Sessions 16-19
- Controlling the Enemies of Retirement, Mike
Botkin
and David Runge
- Distribution Planning for Retirement, Tim Harding
- Enhancing Your Production with InsMark Systems,
Bob Ritter and Jeff Stemler
- Capture Everything! Using Alternative Products,
Jason Vanclef and Mark Trewitt
|
| 2:45 pm - 3:45 pm |
Breakout
Sessions 20-23
- Controlling the Enemies of Retirement, Mike
Botkin
and David Runge
- Distribution Planning for Retirement, Tim Harding
- Enhancing Your Production with InsMark Systems,
Bob Ritter and Jeff Stemler
- Capture Everything! Using Alternative Products,
Jason Vanclef and Mark Trewitt
|
| 4:00 pm - 5:00 pm |
Breakout
Sessions 24-17
- Controlling
the Enemies of Retirement, Mike Botkin
and David Runge
- Distribution
Planning for Retirement, Tim Harding
- Enhancing Your Production with InsMark Systems,
Bob Ritter and Jeff Stemler
- Capture Everything! Using Alternative Products,
Jason Vanclef and Mark Trewitt
|
| 7:00 pm 10:30 pm |
Networking
Night |
| Wednesday,
August 13, 2008 |
| 7:00 am - 8:00 am |
Breakfast
|
| 8:00
am - 9:00 am |
Advanced
Training brought to you by the AMS Metcalfe Academy (Sessions
1-5)
- Staff Breakout: Keys to Objection Handling, Joe Anzalone
- Building Profitability and ROI with Marketing,
Louise Erdman
- Product Breakout, Josh Ver Hoeve and Mike Botkin
- Present to Win: Mastering the Skill of Speaking,
Robertta Boldon
- Servicing Your Clients and Increasing Your Income...A
New Strategy, Mike Midlam and Bob Fagan
|
| 9:15
am - 10:15 am |
Advanced
Training brought to you by the AMS Metcalfe Academy (Sessions
6-10)
- Staff Breakout: Best Practices from the Best Practices!Kate
Grafton
- Building Profitability and ROI with Marketing,
Louise Erdman
- Product Breakout, Josh Ver Hoeve and Mike Botkin
- Present to Win: Mastering the Skill of Speaking,
Robertta Boldon
- Servicing Your Clients and Increasing Your Income...A
New Strategy, Mike Midlam and Bob Fagan
|
| 10:30
am - 11:30 pm |
Advanced
Training brought to you by the AMS Metcalfe Academy (Sessions
11-14)
- Building Profitability and ROI with Marketing,
Louise Erdman
- Product Breakout, Josh Ver Hoeve and Mike Botkin
- Present to Win: Mastering the Skill of Speaking,
Robertta Boldon
- Servicing Your Clients and Increasing Your Income...A
New Strategy, Mike Midlam and Bob Fagan
|
| 11:30
pm - 1:00 pm |
Lunch |
| 1:00 pm - 1:15 pm |
General Session
Introduction by Mike Midlam |
| 1:15 pm - 2:15 pm |
Scott Heinila,
Old Mutual Financial Network
"A Look at Old Mutual Indexed Annuities
and Where Index Annuities Fit Today" |
| 2:30 - 3:30 pm |
Sam Foreman - "Selling
the Difference"
AMS' #1 Producer |
| 3:30 pm - 4:30 pm |
Jamie
Clarke - "Above All Else"
Filmmaker, Author |
| 4:30 pm - 5:00 pm |
Full
Throttle Awards |
