ABOUT THE EVENT
Please join us, virtually, for our annual Summit for Success. The event features 5 Industry Leading Speakers who will teach you how to make your practice pandemic-proof..
WHO’S INVITED?
Everyone! Because this event is being hosted virtually, agents from across the state of Texas are invited. You do not have to be a NAIFA Dallas member to attend.
WHAT’S THE COST?
This event is just $39 for both members and non-members. Exhibitor booths are only $100 and include one ticket. Space is limited – SIGN UP TODAY!
Don't miss this opportunity!
This virtual event allows you to get cutting-edge information without leaving your home or office.
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SPECIAL OFFERfor first 50 registrants
The first 50 people to register for the Summit for Success will receive 5 free hours of webinar-based CE through ComedyCE.com (a $50 value!). The webinars provide classroom CE credit with no test required. Visit www.comedyce.com for the complete CE calendar through the end of 2021.
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THANK YOUto Our Sponsors
Meet Our Speakers
Terrance McMahon
Harlan Accola
Juli McNeely
Scott Dial
Andra Grava
Event Schedule
You do need to register separately for each session in order to get your join link. You can do that on the Registration Page.
• The step-by-step blueprint that my clients are using to bring new clients to their firms and filling up their calendars while freeing up more time.
• Why the face-to-face prospecting and chasing down clients is now the worst way to get new leads and the simple secret my clients are using instead.
• The real reason why the referral game has been drying up like a desert and how smart advisors are pivoting to get their calendars full without begging for introductions.
• How our clients are building a client attraction machines that runs 24/7 even if they are new to the online game.
• The secret method my clients are using to dominate their niche market & create instant authority to have an unfair advantage in their marketplace.
• Why LinkedIn and social media spamming is the worst way to generate appointments and the simple 3 step sequence our advisors use instead.
• And… how our advisors do all of this to escape the “eat what you kill” prospecting grind, levelized and grow their revenue while having more fun and freedom running their “work from anywhere” business.
Please use this time to visit the exhibitor booths and learn how our sponsors and exhbitors can help you help your clients.
• Financial Literacy is a critical topic with 20 states, including Texas, passing legislation to require personal finance coursework in high schools.
• This presentation explores a real-life story demonstrating the importance of both financial literacy and advocacy in our practices.
• Why it is essential we stand-up for our clients and ourselves and Make a Difference!
Please use this time to grab a quick bit to eat, visit the exhibitor booths, and learn how our sponsors and exhbitors can help you help your clients.
CE Provider: Guardian Life Insurance Company, Provider #32372 | Course #124006
• For most agents, and their business‐owner clients, Income Protection begins and ends with Disability Income Insurance. But DI, alone, cannot protect their businesses. This protection can only be secured with the business disability products: Overhead Expense, Buy/Out, Loan Indemnification and Key Person.
• Nationwide, less than 15% of business owners, covered by DI, have ANY of the business disability products. Why? They say, “My agent never asked me about this(!).” This is a MAJOR risk for them, and a major OPPORTUNITY for you. This class details the risks, the solutions/products and how to ask/sell.
Please use this time to visit the exhibitor booths and learn how our sponsors and exhbitors can help you help your clients.
• Strategically implement the biggest single asset to help protect the single biggest asset —Home Equity!
• Why using the home as a last resort is rarely a good idea.
• How younger people can employ a long term mortgage to enable them to buy affordable LTC insurance or Life Insurance with LTC riders.
• Why using a reverse mortgage at 62 is the most efficient way to protect assets and make them last.
• Why tax benefits are one of the major reasons seniors switch to a reverse mortgage with optional payments in their retirement years.
• If what you thought about mortgages– especially reverse mortgages — was wrong– when would you want to know? How about April 20th!
Please use this time to visit the exhibitor booths and learn how our sponsors and exhbitors can help you help your clients.
• Successful advisors have set processes in place to make success not only achievable, but predictable!
• Building reliable systems and processes sets the standards for how your business will perform.
• How do you want your team to feel in their work environment?
• How do you want your clients to feel when they begin working with you?
• Juli’s presentation covers how to create solid systems and processes to achieve success for both your team’s internal culture and the external culture your clients experience.
