the journey

Take your practice to new heights

The Journey starts here

Advisors Excel Journey
Journey impact
  • In 2014, a total of 313 producers attended one of the two Journey events.
  • In 2013, those producers' offices wrote $1.78 billion in annuity premium.
  • In 2014, those producers' offices wrote $2.20 billion in annuity premium.
  • That equates to annuity premium growth of $428,162,956.
  • Average annuity premium growth among attendees was $1,367,932.
  • Assuming an average 7% commission on annuity business, the average increase in revenue per attendee was $95,755.

Our Journey events are among our best attended, most eagerly anticipated events of the year. And why wouldn’t they be, with a $2.4 million average increase in annual production per producer attending? In 2015 we’re returning to the Lone Star State for the next leg of The Journey in Dallas. Over the course of this three-day event from March 25 – 27, producers will find themselves immersed in time-tested techniques and strategies that they can turn into bottom lines at their own practices.

This year we’re peeling back the layers and getting to the core of two practices whose total assets have EXPLODED over the past five years, growing over 200 percent and more than 400 percent respectively. Producers who attend The Journey: Dallas will get an up-close look at the tactics that lit the spark.

Attendees will also have the opportunity to participate in two pre-conference trainings from the AE Life Insurance Team and Global Financial Private Capital — held consecutively so producers don’t have to choose!

Be sure to ask your VP of Marketing how you can take part in this popular event!       

Your hosts for the March 2015 leg of The Journey:

Scott Cramer and Tom Rauchegger

Cramer and Rauchegger, Inc.
Maitland, Fla.

Scott Cramer's 2014 Production:
$30.1M

Steve Holland

The Holland Group
Clearwater, Fla.

Steve Holland's 2014 Production:
$63.5M

Licensed insurance producers will be able to take away a number of valuable concepts and useful strategies from The Journey. However, only those licensed to conduct securities transactions and offer investment advice will be able to use ALL of the sales and marketing strategies with consumers.

Producers are ultimately responsible for the use or implementation of these concepts and agree to comply with the compliance requirements of any broker-dealer or Registered Investment Advisor with which they may be affiliated, the insurance carriers they represent, federal regulations, and state insurance regulations.

Results from the use of the concepts and strategies presented at The Journey are no guarantee of future success. Your results may vary.

AE02158004 For financial professional use only. Not to be used with the general public or in a sales situation.

© Copyright 2015 Advisors Excel

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the Journey
Learn the techniques advisors have used to achieve incredible success



For financial professional use only – not intended for use by the general public.