OPENING NIGHT

12 - 5 p.m. Arrive at Kansas City International Airport (transportation to Topeka provided)

7 - 9 p.m. Networking reception: meet the Advisors Excel team and share ideas with 40-50 verified million dollar producers (heavy appetizers and drinks provided)

DAY ONE

7 - 7:45 a.m. Breakfast at hotel (Limos depart at 7:45 a.m. for Advisors Excel home office)

8 a.m. Introduction to Advisors Excel

8:30 a.m. Phil Kavesh: Integrating IRAs into the Estate Plan
• How to guarantee the stretch IRA for your clients
• Problems with stretch IRA – what your clients have never heard
• How to protect beneficiaries from 10 problems that
typical IRA planning can’t
• How to utilize the IRA Inheritance Trust™ to write more $1,000,000 IRAs and protect your clients
• Roth IRA + IRA inheritance trust = IRA planning on steroids

12 p.m. Lunch

12:45 p.m. Phil Kavesh: Explode your Life Insurance Sales & Get
More Referrals
• Underutilized and overlooked uses for life insurance
• How to turn attorneys into referral machines for
your business

3 p.m. Mike Reese: Core Business Strategies that Separate You
from the Crowd
• Thinking like a million dollar producer
• Avoid being a “me too”
• Dominate the IRA niche
• Your “3 component overlay”
• The 6 vital components of any marketing campaign

Advisors Excel – Learn why more Million Dollar Producers
are picking Advisors Excel
• How to best utilize the tools we provide
• Incentives and business building tools
• What is your FMO doing to earn their override

5 p.m. Wrap-up

6:30 – 9 p.m. Advisors Excel dinner: another great idea sharing
opportunity

DAY TWO

7 – 7:45a.m. Breakfast at hotel (Limos depart at 7:45 a.m. for Advisors Excel home office)

8 a.m. Mike Reese: Advanced IRA Strategies – Create Significant Tax Savings for your Clients and Average $50,000 in
Compensation
• Structured Income Portfolio System (SIPS): how to help
clients achieve their #1 goal for retirement, income they won’t outlive
• IRA Strategy #1: Strategic IRA Rollout – help clients that don’t intend to use their IRA for income maximize the amount they pass on while minimizing the taxes
• IRA Strategy #2: IRA Growth Arbitrage – how to
easily add over $5 million of fixed annuity production to your business each year while saving your clients 100’s of thousands in taxes

12 p.m. Lunch

12:45 p.m. Mike Reese: The Million Dollar Appointment Process
Part 1 - Discovery
• The TWO GOALS that you need this meeting to
accomplish every single time
• How to elevate the meeting to the level of an
“EXPERIENCE” for your prospect
• 15 Minutes of Magic – powerful questions that get the prospect to tell you THEY NEED YOUR HELP and their current advisor CAN NOT HELP THEM

Part 2 - Delivery
• How to get prospects to commit without telling them how to solve their problems
• Forcing prospect decisions and how to easily deal with “I want to think about it”

3:45 – 5 p.m. Advisors Excel: The Right Products for IRA Planning
• The perfect products for Roth IRAs
• The perfect products for clients that need Income
• 2 strategies top producers use to position Indexed
Annuities

Open Evening

DAY THREE

7:45 a.m. Breakfast at hotel (limos depart at 7:45 a.m. for Advisors Excel home office)

8 a.m. Mike Reese: Marketing – The Key to Growing Your
Business
• Mike’s million dollar IRA seminar presentation (by the way, Mike doesn’t serve meals)
• The 6 figure client event
• How to run client events that put $100,000 or more in your pocket
• IRA non-seminar marketing strategies

12 p.m. Lunch

12:45 p.m. Mike Reese & Advisors Excel: Guarantee Your Success
• Maximizing RRI: repeat business, referrals &
introductions
• Making the transition into a top producer simple
• What to do immediately when you get home to launch your business into overdrive

3 p.m. Depart for Airport