FEBRUARY 3-4, 2025

Topeka, KS at Advisors Excel Headquarters

Annuities, IULs, GULs, Long-Term Care Solutions

PURPOSE

This is a fantastic opportunity to take a deep dive in learning retirement planning strategies on the campus of the largest IMO in America.  Learn from top-performing producers who open up their practices to share elements that helped them thrive, as well as the mistakes they learned from along the way.

WHO SHOULD ATTEND

Lasting Mark Producers who are committed and determined to grow the retirement planning portion of their practice (Annuities, IULs, GULs, Long-Term Care Solutions).

Here’s What We’ll Cover:

  • Annuities: Learn how these can provide your clients with a steady, reliable income stream for their retirement.
  • Life Insurance Retirement Strategies: Discover smart ways to use life insurance to create tax-friendly retirement income.
  • Long-Term Care Solutions: Understand how to help clients plan for long-term care needs so they can protect their assets and stay secure.
  • IRA Taxes: Get into the nitty-gritty of IRA taxes and learn how to help clients reduce their tax burden.
  • Investment Fees: Break down investment fees in a way that’s easy to explain to clients, building trust along the way.
  • Retirement Marketing Tips: Get proven marketing ideas to connect with more clients who are planning for retirement.
  • Clarity Retirement Resource: We’ll introduce you to some powerful tools to simplify complex retirement topics for your clients.

The VENUE

2950 SW McClure Rd, Topeka, KS 66614

Event Schedule

Start Time:  8AM CST on Monday, February 3rd
End Time: Noon CST on Tuesday, February 4th

Recommended Airport

Transportation from the Airport to Topeka will be provided for those arriving on flights on Sunday, February 2nd between Noon and 5PM.  Transportation back to the Airport on February 4th will also be provided.

Accommodations

Hotel Link (Coming Soon) - accommodations are at your own expense

Meals

Breakfast will be at your leisure - all other meals (lunch & dinner) will be provided

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