Meet the industry powerhouses here to help you breakthrough.
Ed Slott
Ed is a nationally recognized professional speaker, author and star of several nationally aired public television specials, including his most recent, “Retire Safe & Secure! With Ed Slott.” Ed is an accomplished author of many financial and retirement-focused books, including most recently “Ed Slott’s Retirement Decisions Guide: 2019 Edition” and “Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s.” He also publishes Ed Slott’s IRA Advisor, a monthly IRA newsletter and is a personal finance columnist for numerous financial publications.
David McKnight
David is the bestselling author of “The Power of Zero,” which was turned into a full-length documentary. He has spent the past 20 years helping thousands of Americans journey toward the zero percent tax bracket. He’s been featured in Forbes, USA Today, The New York Times, Bloomberg Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, Nasdaq.com, Reuters, Investor’s Business Daily and numerous other national publications.
Marty Ruby
Marty is the CEO of Stonewood Financial and one of the country’s leading authorities on savings strategies designed to deliver greater wealth and increased financial security. He is the author of the noted books “The New Rules of Retirement Saving” and “The No-Compromise Retirement Plan.” [Speaking at the July event]
Becky Swansburg
Becky is Chief Marketing Officer for Stonewood Financial. Becky has more than a decade of experience in marketing, public relations and communications across a range of industries in the for-profit, non-profit and government sectors. Becky joined Stonewood in 2012 to lead the development of consumer stories that show the value of IUL to clients. [Speaking at the March event].
Neil Wilding
Neil is Partner and Chief Development Officer at Stonewood Financial and one of the country's leading professionals on creating tax-efficient retirement income strategies. [Speaking at the January event]
Ken Heise
Co-Founder and President of Heise Advisory Group, Ken has been in the industry since 1990. However, until 2017, Ken was writing next to no life insurance. Within 12 months, Ken catapulted into AE Life’s Top 10 for 2018 and is on track to repeat this in 2019.
Pete Benson and Jon Maxson
Members of the AE Hall of Fame class of 2017, Pete and Jon have been partners for over 15 years and have created a successful financial advisory firm focused on three key areas: wealth, legacy and taxes. Once they caught the life insurance bug, they haven’t looked back. They’ve grown by more than 200% over the past two years and hurtled into AE Life’s Top 10 for 2018. The odds are in their favor to repeat this achievement in 2019.
Event Dates
Join us at our next event in Topeka!
January 9 - 10
Scottsdale, AZ
March 2 - 3
Advisors Excel | Topeka, KS
TBD – Rescheduled
Stay tuned for the next upcoming event date!
The Location
Lodging The Cyrus Hotel – Downtown Topeka
Surround yourself with the historic charm of downtown Topeka while taking in the hand-crafted luxury of the Cyrus.
EVENT LOCATION Advisors Excel Headquarters
2950 SW McClure Road, Topeka, KS 66614
It’s Time to Breakthrough.
Now's Your Time.
Breakthrough is designed for those producers who are licensed to both solicit and negotiate the sale of insurance and provide investment advice. This content is provided for informational purposes only. Financial professionals are ultimately responsible for the implementation of any concepts, strategies or technologies discussed and agree to comply with any and all applicable compliance requirements of any broker-dealer or Registered Investment Advisor with which they may be affiliated, the insurance carriers they represent, federal regulators and state insurance regulators. Results from the use of these concepts are not guaranteed. 1002750