Hyatt Regency Minneapolis | Minneapolis, MN
Packed with practical knowledge to boost your business, our Journey sessions get you behind the scenes to see how elite producers address the pain points in their practice. Don’t miss the proven tools and techniques you need to get (re)inspired — and push your business to the next level!
You also can hear from the three founders of SHP Financial, who have worked the subject of life insurance into every step of their process, making a significant impact to both their clients and their practice.
Since then, the brothers have worked hard to grow their business exponentially, finishing 2016 with $85 million in total assets. Even better?
The duo expects to do $150 million in new assets this year.
Learn how to replicate the Thackers’ phenomenal success at The Journey: Minneapolis, when Ryan and Tyson will cover:
Join the AEWM’s team for a compliance seminar hosted by AE Wealth Management’s Chief Compliance Officer, Caleb Crook, hear about the technology improvements and updates to the platform and dive deeper into the AEWM sales and financial planning process with Ryan Heath and Ryan Peterson, of Copperleaf Capital.
The trio from SHP Financial will discuss their success in the life insurance business at this AE Life Insurance pre-Journey training. Derek Gregoire, Keith Ellis and Matthew Peck will share their 5-Step Retirement Road Map® sales process, including how they sprinkle the topic of life insurance into each step of their process as well as indicators that a client is ready to talk about life insurance. They also will dive into a few specific case studies.
The Journey is designed for those producers who are licensed to both solicit and negotiate the sale of insurance and provide investment advice. The Journey is designed to provide general information only on the topics covered; producers are ultimately responsible for the implementation and use of the information.
The unique experiences and relative success of The Journey presenters may not be representative of the experience of all financial professionals. Results from the use of the concepts and strategies shared at The Journey are no guarantee of your future success.
AE09177101 For financial professional use only