Event Overview

Join us for a powerful multi-day training event focused on teaching you how to host successful estate planning seminars that uncover annuity and large-case opportunities.

You’ll learn how to attract qualified attendees, deliver a compelling seminar presentation, and guide prospects through a proven follow-up process that leads to meaningful client relationships.

See the complete system in action and discover how estate planning seminars can consistently open the door to annuity sales, life insurance opportunities, and high-value advanced planning cases.

What to Expect

Tuesday 2:30-4:30 pm: Live Estate Planning Event
Experience a live public seminar firsthand and watch our system in action.

See how we fill the room, engage attendees, and transition naturally into appointments that lead to long-term clients.

Wednesday 9-5: Seminar Breakdown & Presentation Training
We’ll take you behind the scenes to show how to build, present, and host your own successful estate planning seminars.

Learn:

- The best times and places to hold seminars

- How to present compliantly and effectively

- What turns attendees into appointments

Thursday 9-5 pm: Full Sales Process Run-Through: Follow the complete client journey through all three appointments and learn exactly how to move a seminar attendee from first contact to closed sale. Through live role-playing and step-by-step breakdowns of each meeting, you’ll see how every appointment is structured to build trust, uncover concerns, and create momentum toward a decision.

We’ll provide detailed instruction on how to transition naturally from estate planning conversations into financial services opportunities, including annuities, life insurance, and other wealth protection strategies.

Learn the language, timing, and positioning that allows you to pivot smoothly, serve clients at a higher level, and close with confidence.

Featured Speakers & Topics

Annuity T-Up: How to identify and create annuity opportunities from your seminar attendees.

Funding Trusts for Large Cases: How to use trust funding to position and sell annuities and larger life policies.

Advisor Collaboration: Financial advisors share how funding strategies open future opportunities during client reviews.

Estate Planning Focus: Learn why estate planning seminars are the key to getting in front of qualified prospects for Medicare, life, and annuities.

Featured Speakers and Topics

Creating Annuity Opportunities from Seminars: Learn how to consistently identify and develop annuity opportunities directly from estate planning seminar attendees using a proven follow-up system that converts interest into appointments and sales.

Cash Flow Strategies to Fund Your Growth: Discover how to create the revenue and cash flow needed to continuously fund more seminars, scale your marketing, and build a self-sustaining pipeline of new prospects.

A Better System Than Traditional Dinner Seminars: See why estate planning seminars outperform traditional dinner seminar models by attracting highly motivated prospects, lowering acquisition costs, and creating multiple product opportunities beyond a single sale.

Funding Trusts for Large Cases: Learn how trust funding conversations naturally uncover opportunities for larger annuity placements, advanced life insurance cases, and broader wealth transfer planning.

National Experts with Real-World Experience: Hear from presenters who collectively participated in 300+ seminars last year, sharing tested strategies, scripts, and lessons learned from the field.

Estate Planning: The Front Door to Financial Services: Understand why estate planning seminars are one of the most effective ways to get in front of qualified prospects and open doors for Medicare, life insurance, annuities, and long-term client relationships.

Why attend: This event is built for agents and advisors who want a better, more scalable way to grow their business. If you are tired of chasing leads, relying on inconsistent referrals, or spending money on marketing that does not produce results, this training will show you a proven path forward.

By attending, you’ll learn how to:

- Generate a steady flow of qualified prospects through estate planning seminars

- Use a system that outperforms traditional dinner seminar models

- Create immediate cash flow that can fund future seminars and business growth

- Master the three-appointment sales process from first meeting to closed sale

- Role-play each stage of the client journey so you know exactly what to say and do

- Transition naturally from estate planning conversations into annuity, life insurance, and larger case opportunities

- Build trust quickly with clients and position yourself as their long-term advisor

- Identify high-value opportunities that most agents miss

- Replicate a model used in hundreds of successful seminars nationwide

If you are ready to stop guessing, start growing, and build a business with predictable opportunities, this event is for you.