Immersion Retreat

This meeting is invaluable for ALL advisors wanting to increase their ability to close more business!

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Chicago, Illinois
June 20-21, 2017

Increase your production 100% to 4,000% using one simple process
Close more business with a field-proven process that integrates DOL-compliant software

Thousands of advisors nationwide currently use the ABC Planning Process. It has transformed advisors’ careers by increasing their production by 100% to 4,000%! Learn how this powerful business model is closing big cases every day and how your current practice integrates with a field-proven process.

Join us for two days of intense instruction complete with ABC Planning Process role-playing and working through actual cases using the “must-have” software solution for DOL compliance.

Dave Vick, Senior Market Advisor 2013 Advisor of the Year Finalist and creator of the ABC Planning Process, will spend two days teaching you the language, art and most valuable skills of creating a new client using the process.

You will learn and practice:

  • Leadership or Salesmanship – your choice!
  • How to think with a client and not for them
  • Step-by-step verbiage for each planning phase
  • How to move money into FIAs when the market is on fire!
  • 10 reasons to move money now
  • Learn the software you need to use today!
  • How to keep a prospect in the process until they close!
  • How to have the prospect tell you how much they want in an FIA

And much more! Click here for a full program agenda.

Registration: Meeting registration is free and includes all meals; however, there is a $99 refundable deposit required to reserve your spot. Once you check-in at the event, you will receive a full refund of your $99 deposit.

Travel arrangements: Once we confirm your registration, we will contact you regarding your hotel accommodations and travel information. Attendees are responsible for their hotel rooms and other travel costs.

Requirements: You will need to bring a laptop to participate in the software portion of the training.

Questions? Call your Business Coach at 800-201-0224 for details and eligibility.

Former Navy Seal and friend of Chris Kyle of American Sniper

Kevin Lacz_HeadshotKevin Lacz is a decorated former U.S. Navy SEAL; the author of the New York Times best-selling memoir The Last Punisher; a SEAL technical advisor; a co-star of the blockbuster smash American Sniper; a certified Physician Assistant and co-founder of Lifestyle and Performance Medicine; and spokesperson for Hunting for Healing, the charity he co-founded with his wife. Kevin Lacz has gone above the pinnacle of serving among America’s Special Operations to become a best-selling author, an accomplished speaker, an entrepreneur, a philanthropist, and an active member in his community.

Risk vs. Reward: With his own journey from struggling student to decorated Navy SEAL as an example, Lacz will show the importance of identifying, mitigating, and overcoming risks. Risk is ubiquitous; however, personal comfortability makes any leader comfortable with risk-taking which is crucial to success.

Obstacles holding back your business?