Innovative industry experts will share tools, systems, and solutions to build your brand value and grow your client base to new levels.

Wednesday, Nov. 3th – Friday, Nov. 5th, 2021

Hosted at the Arizona Grand – Resort & Spa

Arizona Grand Resort.

You pay for travel.  We pay for the rest!

Achieve more. Learn more. Take your business to the Next Level!

(includes hotel accommodations & meals)

Make next quarter your best yet!

Agenda

Day 1: 11/3/21

  • CHECK IN at the Arizona Grand
  • 6:00 – 8:00 pm: Welcome/Cocktail Reception

Join us at an all-inclusive Resort in a desert Oasis!

8000 Arizona Grand Pkwy, Phoenix, AZ 85044

Arizona Grand Resort.

Day 2: 11/4/21

  • 8:30 – 8:45 am: Welcome and Introduction
  • 8:45 – 9:15 am: Annuity GQ - LEADS
  • 9:15 – 9:45 am: Peak Pro - LIFE PARTNER
  • 9:45 – 10 am: Short Break
  • 10:00 – 10:30 am: Phil Graham - DEATH BENEFIT RECOVERY
  • 10:30 – 11:00 am: JSA - THE MEDICARE OPPORTUNITY
  • 11:00 – NOON: 3 INSURANCE CARRIERS PRESENT
  • NOON – 1:00 pm: Lunch
  • 1:00 – 1:30 pm: Annuity Selling Machine- ANNUITY LEADS
  • 1:30 – 2:00 pm: Brookstone – RIA ADVISORS
  • 2:00– 2:15pm: Short Break
  • 2:15 –2:45 pm: Juce Box - LIFE LEADS
  • 2:45 – 3:45 pm: Cracking the Social Security Code w/ Andy Robertson - SS CONCEPT
  • 3:45 – 4:45 pm: 3 INSURANCE CARRIERS PRESENT
  • 6:00 – 9:00 pm: Dinner @ Rustler's Rooste Western Steakhouse

Day 3: 11/5/21

  • 8:00 – 9:00 am: Breakfast
  • 9:00 – 9:15 am: Welcome and Introduction
  • 9:15 – 10:00 am: Glen Daman MOTIVATIONAL
  • 10:00 – 10:15 am: Short Break
  • 10:15 – 10:45 am: Family Defined Benefits w/ Nick Nardulli - LIFE INS MENTORSHIP
  • 10:45 – 11:15 am: White Glove LEADS
  • 11:15 - 11:45 am: Leo LaGrotte - SELLING PORTIONS OR ALL OF LIFE INS POLICIES
  • 11:45 - NOON: Closing Message from Unkefer & Associates

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What we will deliver

Integrate your marketing efforts

Learn from some of the most successful marketing organizations in our industry.

Participate in a comprehensive advisor experience

  • Open discussions with our exclusive RIA
  • Get expert consulting with the consultant to the Best Advisors
  • Secure new clients in a highly successful Federal Employee Benefit system
  • Create sucessful seminars with a proven concierge seminar system
  • Learn how to redefine planning and marketing process by using generational planning
  • Acquire new clients with an exclusive lead generation services for independent business owners
  • Grow your practice by turning advertising into profits
  • Discuss carrier information in a Roundtable/Panel with the following carriers
    • Athene
    • Global Atlantic
    • Nassau RE
    • American Equity
    • F&G
    • Nationwide

Roundtable & Panel Discussions with:

Presented by

Unkefer and Associates.

Phoenix, Arizona

11225 N. 28th Dr. – Suite C100
Phoenix, AZ 85029
Phone: (800) 523-5851
Email: info@unkefermail.com

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