Business/Relationship Building Conferences

Two Business-Building/Recognition Meetings Each Year

Join us for the perfect blend of business-building training events and R&R.


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Our Pinnacle Experience is designed to recognize our advisors who take their practices to a higher level and consistently deliver results.

Beyond the sights, these trips are a venue to share best practices and create lasting relationships that are a key part of our culture.

Highlights of our events include:
  • Valuable business-building sessions
  • Roundtables/structured peer-to-peer idea sharing
  • Exclusive one-on-one time with senior management
  • Incredible networking opportunities
  • Free time to enjoy the resort, including planned activities
  • Top Producer dinner recognition event

2017 Pinnacle Conference

The Ritz-Carlton Naples
Naples, FL
December 6-9, 2017

2018 Pinnacle Summit

Hyatt Regency Tamaya Resort and Spa
Santa Ana Pueblo, NM
June 4-6, 2018

2017 Qualifying Production:

  • Annuities, Life Insurance, and AUM with Brookstone or Horter count for qualification
  • $3.5 million reserves your spot
  • Write $7 million and above and earn an additional day/night
  • Qualification amounts are cut in half for summer event
  • Qualification period for December conference is November 1, 2016-October 31, 2017
  • Qualification period for summer event is November 1, 2017-April 30, 2018

Work with your Business Coach on your personalized plan to qualify for our 2017 Top Producer Conference in Naples, Florida.

We are looking forward to seeing you there!

Join the leading FMO for independent agents.