By invitation to top producers only
Exchanging ideas. Expanding success.
Innovate. Stimulate. Motivate. Network with the industry’s leading producers in this intimate setting to share the tips, tools and techniques that have led to outstanding success.
Speakers / Topics
Roger Binyon, J.D., LL.M,
President, Binyon Financial Group, LLC
Roger’s extensive experience spans more than 25 years in retirement planning tax-reduction strategies, wealth transfer planning, charitable planning, business planning with life insurance and estate planning.
Thomas J. Lawton
Meet Tom Lawton, as he explains how one of the fastest growing new products in the industry brought him lucrative opportunities with the National Football League, along with all Division I, II and III college football coaches. In 2006, Tom spoke at the Top of the Table Annual meeting. He's been invited back and we are excited to have him explain an opportunity that will give you inroads to an exploding market. He'll share his winning strategies that will help advisors hit the ground running.
Waldean Wald, ChFC
Advanced Sales Development, Allianz Life
The financial services industry will be using the concept of Roth conversion as a marketing tool in the next few years. Explore areas where Roth conversion can give your clients a future advantage, and discuss how we might use Roth conversion as a marketing topic as we grow our book of business.
11 Common Retirement Mistakes
Discover the mistakes producers often make as they help their clients with retirement issues. With producer litigation on the rise, it is vital to understand these issues and how to avoid the pitfalls. We’ll also discuss how to turn these mistakes into marketing opportunities.
Brooke Haeberle
CEO, Cravens & Associates, Inc.
A proven life and annuity producer, Brooke will provide hands-on training with OnTrak™, the easiest and best income analysis tool we can find. Just input your client’s data to produce a customized financial status report, estimate their retirement income and manage their post-retirement risks. OnTrakTM can help you:
• Improve customer satisfaction and retention
• Get more referrals
• Increase your share in the growing retirement market
Latest News and Products from Allianz & AVIVA
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Embassy Suites
Phoenix-Scottsdale
4415 East Paradise Village Pkwy
Phoenix, AZ
Reservations:
602.765.5800
Block Code: RZF
Agenda
Wednesday, March 11
3 - 6 pm
Presentations
6:30 pm
Social hour
7 pm
Dinner
(sponsored by Allianz)
Thursday, March 12
7 am
Breakfast
8 am - Noon
Presentations
Noon
Lunch
(sponsored by AVIVA)
1 - 4 pm
Presentations
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Other Topics |
How to work
with
NFL coaches |
Branding your
company |
Building affinity
relationships |
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