Agenda - Tuesday September 19, 2023

7:45 AM Sharp – 8:00 AM

Opening Remarks – Mr. Mike Englert BA, B.Ed., EPC

8:00 AM – 9:00 AM

Unlock the Power of 4 Questions: The Smarter Way to Win Clients

Presentation Overview

When structured correctly, these four questions reveal inefficiencies, uncover hidden opportunities, and position you as the trusted guide clients have been looking for.

Discover how to:

* Secure first appointments with greater ease
* Build immediate credibility and trust
* Reveal financial blind spots clients didn’t know they had
* Turn meaningful conversations into clear next steps

You’ll see how four strategically structured questions can simplify complex financial discussions, differentiate your practice, and naturally lead prospects toward becoming clients - all without overwhelming presentations or pressure.

What Will the Advisor Learn from This Presentation?

Clients don’t need more information - they need clarity.

In this live demonstration, Don Blanton will show how the Financial GPS tool answers the four most important financial questions everyone wants to know - in less than 15 minutes.

* What rate of return do you need to earn on your savings and investments?
* How much do you need to save?
* How long do you need to work?
* How much will you need to reduce your future lifestyle if you don’t do something different today?

Don Blanton

9:00 AM - 10:00 AM

Masterclass 3: Helping Meet the Needs of Juveniles Through Every Stage of Life

Presentation Overview

In this presentation, Ayal will explore real‑world case studies, practical sales applications, and advisor‑tested guidance that will help you position life insurance as a cornerstone of a modern retirement plan. More importantly, you’ll learn how to capture both the minds and hearts of your clients - building trust, elevating your value, and securing long‑term relationships.

Don’t miss this opportunity to sharpen your skills, expand your sales potential, and take your business to the next level with a product designed for growth, flexibility, and client impact.

Taking your sales to the max with Advantage Max. If you are a parent or grandparent, imagine drawing a portrait of your child or grandchild’s future… and now you the advisor are the hero as you introduce them to a plan that turns their hopes into reality.

Life insurance has become one of the most versatile and powerful tools in modern retirement planning. In this session, advisors will explore how participating whole life - especially today’s enhanced product designs - can create tax‑efficient income, protect client wealth, and strengthen long‑term financial security. We’ll break down how to position life insurance as a core retirement asset, when it fits best, and how to communicate its value in a way that resonates with clients. You’ll leave with practical strategies, real‑world examples, and a clearer understanding of how to elevate your retirement planning conversations.

What Will the Advisor Learn from This Presentation?

In this powerful session, we’ll dive into Foresters Advantage Max, the newest PAR whole life solution engineered for today’s retirement‑focused marketplace. Advantage Max delivers significantly increased cash values starting in year 10, enhanced death benefits beginning in year 1, and one of the highest FYC opportunities in the industry.

This combination unlocks innovative planning strategies that resonate with clients and open new markets for your business.

Ayal Alalouf

10:00 AM - 11:00 AM

How Top Advisors Are Saving 15 Hours Per Week with AI

Advisors and their teams are buried in manual work.

Meeting prep. Drafting emails before and after meetings. Note taking. Re keying an address across multiple tools. Manually entering data into the CRM and planning software like Conquest. Chasing follow ups. Updating tasks.

Individually, each task feels small. Collectively, they consume up to 10 to 15 hours per week.

Presentation Overview

In this session, you will see how leading firms are integrating AI into their daily workflow to eliminate repetitive work, improve team coordination, and elevate the client experience.

You will leave with a practical framework to help you reclaim up to 15 hours per week without disrupting your existing tech stack.

What Will the Advisor Learn from This Presentation?

Advisors will learn from this presentation that AI isn’t replacing them. It’s replacing the administrative drag that keeps advisors from doing the work that grows their practice. The top performers - the ones who consistently stay ahead of client demands, regulatory shifts, and competitive pressure - are using AI as a force multiplier.

The advisors pulling ahead are not working longer hours. They are redesigning their workflow with purpose-built AI tools that automate prep, structure notes, draft follow ups, and sync insights directly into the systems they already use. They're leveraging performance coaching and client insights that results in deeper client relationships and more AUM converted.

The result is more time spent in high value conversations with clients and prospects.

John Connell Founder & CEO

11:00 AM - 12:00 PM

Why Business Owners Are Your Most Lucrative, Rewarding, And Easiest Path To A Scalable Practice: How to Ditch the Commission-Chasing Grind, Leapfrog into a Proven System, and Add Massive Value (Without Making It Up As You Go)

When you shift your focus to business owners, your entire world opens up. Financial advisors love this market. The ordinary millionaire business owner is usually not self-directed with their money, meaning that during a liquidity event, they will only hand their wealth over to you if you are their corporate wealth strategist.

Presentation Overview

This session exposes the harsh truth: general financial planning is rapidly becoming commoditized, while the complex, highly lucrative world of business owner planning is being ignored.

What Advisors Will Learn in This Presentation

You'll learn why successful business owners are the ideal target market - they are decisive, value-driven, and often receiving generic advice suited for employees, not entrepreneurs.

We will break down exactly why shifting your focus to this market is the key to escaping the relentless "commission-chasing" lifestyle.

You will discover how productizing your approach using a proven framework instantly attracts these high-net-worth clients who already respect and buy into systematic processes.

Most importantly, you will see that everything you want - a scalable, high-value practice - exists on the other side of the fear of leaving the traditional sales-first culture.

Scott Plaskett

12:00 PM - 1:00 PM

The Three "I"s of Planning

Financial planning is all the rage. It seems everyone is talking about it. How many clients are actually experiencing it? How many advisors are really doing it?

Presentation Overview

Peter will cover what each of the below points pertain to as part of the Three "I"s of Planning during the presentation and how it will impact your business growth:

* Intent - Clarifying needs, timelines, and legacy goals
* Implementation - Cash-flow analysis, insurance planning, investment strategy
* Impact - Reviewing outcomes with clients and adjusting plans as life evolves

What Will The Advisor Learn From This Presentation?

Join in a journey of discovery, critique and understanding of the process of uncovering needs and gaps and where and when planning is needed.

During this presentation, advisors will learn the answers to the following questions:

* What do clients, then advisors, think financial planning is?
* What's stopping the various parties from getting engaged in the process?
* What is needed to move things along? Is financial planning necessary for everyone?
* What are the outcomes and consequences of this process whether it's done or not?

Peter Wouters RFG, AIAA, ARP, TEP, FLMI, RHU, CFP, CLU, CHFC, ACS, ALHC, CPCA, CHS, AFSI, EPC

1:00 PM - SCAN Out and Adjourn