Are you ready to take your game to the next level? Join us in Atlanta for this exclusive and FREE sales training event and learn the success strategies of a proven top producer!
Shawn Moran, Top Producer and Director of Agent Training for Tarkenton Financial, will let you in on the tools and strategies that have made him a member of the Million Dollar Round Table, a multi-million dollar producer and trainer, and one of the top minds in the retirement planning market.
Shawn will share his "Secrets of Creating Powerful First Appointments" and will offer the opportunity for live, personal appointment coaching to help you get the most out of his insight.
PLUS, indexed universal life expert and author Terry Laxton will join us to share insights from his powerful book "The Better Money Method," and show you how to grow your life insurance business in a big way!
We'll also arm you with an amazing set of tools to help you take your production to where you want it to be:
- Our NEW “Hope Is Not a Strategy” Baby Boomer Marketing Kit
- Our Retirement Planning Software (for use in client appointments)
- Our 1st and 2nd Appointment Playbook
- Our syndicated radio program starring Fran Tarkenton and promoting YOU, the local Tarkenton agent!
- Estate Planning Marketing Kit and Family Guidebook
PLUS, enjoy your personal visit with our Founder & CEO, Fran Tarkenton, and the opportunity to meet our entire team.
To inquire about airfare and accommodations (and how you can get
them paid for by us!), call Chris Barnes at 800-659-4942 today!
ITINERARY (subject to change)
Thursday, May 9th
|12:00-12:30||Welcome and Introductions|
|12:30-1:30||Overview of Branding and Marketing Solutions|
|- Branding Opportunities – A Hall of Fame Partner|
|- Presentations – Four to choose from!|
|- Client Appreciation Events – How, why, when?|
|- Direct Mail - Leap Frog Marketing – What is that?|
|- Drip Marketing – Consistency and Automation|
|1:45-3:00||Tips from the Field: Educating Your Prospects and Clients|
|- Overview of “Hope is Not a Strategy” (Baby Boomers)|
|- Overview of “Bridge to Retirement” (Business Owner – IUL)|
|3:30-4:30||The Efficient Office: Technology Resources|
|- Building and Marketing Your Website
- Retirement Analyzer (Client Planning Tool)
- InsurPro CRM (All your prospect information in one place)
- Annuity Education Tools and Resources (Annuity Specs, etc.)
|4:45-6:00||The Clubs to Fit Your Swing: Carrier Overviews|
|- Overview of core carriers
- 20 minute overviews from Allianz and Athene
|6:30-8:30||Dinner at Bricktops|
Friday, May 10th
|8:30-9:30||Developing Your Swing: My Approach to Appointments|
|- 1st Appointment (20 mins)
- 2nd Appointment (20 mins)
- Summary of the “7 Reasons People Don’t Buy Annuities” (20 mins)
- Detailed webinar replay links will be provided to all new TF Agents
|9:45-10:30||Life Insurance Planning and “A Better Money Method”|
|10:45-11:30||Ready-Made Marketing Kits to Get Started!|
|- Baby Boomer and Business Owner Marketing Kits|
|- Overview of 12-Month Marketing Plan|
|After 12 pm||Optional Activities|
|-Photos with Fran Tarkenton (TF Lobby)
- Website Intro Videos with Fran (Please schedule with Chris Barnes)
- One on One Meetings with Members of our team