San Diego THRIVE U!
Join us April 26th-27th 2018 in San Diego!
Regularly $2,895
NOW ONLY $1,599
Curtis Cloke and the THRIVE Income Distribution System team will be at the J.W. Cole headquarters teaching strategies & solutions featuring Retirement NextGen, a revolutionary new retirement income planning software tool!
Space is Limited! Sign Up Now!
Agenda
- Four Core Retirement Measurements
- Math and Science – Nominal vs. Real Returns
- Aligning Risks with Product Allocation
- Income Guarantees Require Insurance
- Guaranteed Lifetime Income Products – GLWB, SPIA, DIA
- Dispelling Myths and Biases of Annuities
- Divide and Conquer Strategy
- Buy Income and Invest the Difference
- Commission/Fees Contrasted
- Expert Education & Training on Inputs to increase Sales
- The Power of Using RNG as a Presentation Tool
- Solidify the "Close" by Increasing your Clients Confidence using RNG's Output
- ...and much, much more!
Curtis Cloke - a JW Cole financial advisor - is an award-winning financial professional and retirement income expert, adjunct instructor for The American College, trainer, and speaker with over 29 years of experience in income distribution planning. Recognized in 2009 as a top-five finalist for Advisor of the Year by Senior Market Advisor magazine, Curtis provides educational workshops, seminars, and presentations on advanced retirement income-planning strategies and techniques for financial professionals.
Register today, as space is limited!