Are you a financial advisor or life insurance agent looking to unlock the full potential of working with business owner clients?
Join us for a FREE, exclusive and limited-capacity seminar where we dive deep into advanced planning strategies that can revolutionize your practice.
Thursday, June 8th, 2023
8:30 am to 4:30 pm
Residence Inn Tempe Downtown/University
510 South Forest Avenue, Tempe, AZ 85281
FREE SEMINAR
Advanced Planning Strategies for Financial and Insurance Professionals:
Unlocking Business Owner Client Success using the Wealth Strategist's Approach
Event begins in:
Discover the proven Wealth Strategist's Approach and gain the knowledge and techniques to attract, nurture, and convert more business owner clients while maximizing your success.
Are You Missing Out on the Vast Opportunities of Business Owner Clients?
Many financial advisors and life insurance agents struggle to tap into the vast opportunities presented by business owner clients. They find it challenging to tailor their products and services effectively, attract high-value clients, and build long-term relationships. As a result, they miss out on the potential for increased revenue and referrals.
Envision Your Practice with a Stream of High-Value Business Owner Clients
Imagine the impact on your practice if you could access a step-by-step blueprint for attracting, nurturing, and converting business owner clients. What if you could tailor your offerings to meet their unique needs and become their trusted advisor? Picture the satisfaction of maximizing their wealth while solidifying your position as an expert in the field. Don't let the untapped potential of business owner clients slip through your fingers.
Don't Miss Out on the Solution: Join our Exclusive Seminar for Financial and Insurance Professionals
Our exclusive seminar, "Advanced Planning Strategies for Financial and Insurance Professionals: Unlocking Business Owner Client Success using the Wealth Strategist's Approach," is designed precisely for serious advisors like you. Gain invaluable insights into the comprehensive Wealth Strategist's Approach, equipping you with advanced planning strategies to elevate your practice and achieve outstanding results.
Why You Should Attend
Tailored for Serious Financial and Insurance Professionals: Specifically designed for dedicated professionals who are eager to enhance their expertise and achieve remarkable success in serving business owner clients.
Limited Capacity: A small group of only 50 local, highly engaged advisors will participate, ensuring personalized attention and interactive learning.
Intensive Training: Dive deep into the world of creative planning for business owners through an engaging case study, interactive sessions, and practical exercises.
Practical Techniques and Case Study: Apply the Wealth Strategist's Approach through hands-on exercises and a real-life case study, gaining practical experience and building confidence.
Exclusive Networking Opportunities: Connect and collaborate with local like-minded professionals who are passionate about growing their business and serving business owner clients.
Free Admission: This seminar is offered at no cost to local financial advisors and life insurance agents in the Phoenix area.
Small Group Interactive Setting: Benefit from a personalized and interactive learning experience in a limited-capacity setting.
Unlocking Business Owner Client Success: Learn the advanced planning strategies employed by Wealth Strategists to unlock the full potential of your business owner clients. We'll cover Captive Insurance Companies, Buy-Sell Agreements, Key Person Insurance, Golden Handcuffs, and more.
Master Coordinated and Collaborative Planning:
Learn how to transition business owner clients into estate planning clients to grow your business and better serve your clients by collaborating with CPAs, Attorneys, and other professionals in the planning process.
This is not some boring classroom setting where it's a struggle to retain the information. We will walk-through a real-life case study with the exact strategies used to for this business owner client.
All attendees will be able to relate to the subject matter presented.
THURSDAY, JUNE 8th, 2023
8:30 AM - 4:30 PM
Residence Inn Tempe Downtown/University
510 South Forest Avenue
Tempe, AZ 85281
AGENDA
8:30-9:00
Registration Check-in and Complimentary Continental Breakfast
9:00 - 9:45
"From Prospects to Paying Clients: Unlocking the Secrets of Attracting, Nurturing, and Converting Business Owners"
9:45 - 10:45
"Harnessing the Potential of the Business's Greatest Asset: Cultivating and Safeguarding Human Capital"
11:00 - 12:00
"Mastering Business Transition: Protecting and Growing the Value of Your Business Asset"
12:00 - 1:00
Lunch Break -"Savor a Delectable Lunch Provided at No Cost"
1:00 - 2:15
"Unleashing the Power of Captive Insurance: A Game-Changer for Financial Advisors and Life Insurance Agents Serving Business Owners"
2:30 - 4:00
"Unlocking the Potential of Coordinated Planning: The Virtual Family Office Approach for Collaborative Client Success"
4:00 - 4:30
"Final Q&A and Wrap-up: Integrating Knowledge and Igniting Your Business Owner Client Success"
YOU MAY BE WONDERING (FAQs)
Is this event suitable for both financial advisors and life insurance agents?
Absolutely! This event is tailored to benefit both financial advisors and life insurance agents looking to excel in serving business owner clients.
Does this cost me anything to attend?
No, this exclusive seminar is offered free of charge to local financial advisors and life insurance agents in our area. Breakfast and lunch is included. You will not be asked to buy anything at this event.
What is the expertise level required to attend this event?
This event is designed for serious advisors who are eager to enhance their expertise and achieve remarkable success in serving business owner clients, regardless of their current level of experience
Can I bring a colleague or a team member with me?
Due to the limited capacity, each registration is limited to one attendee. However, we encourage you to share the event details with your colleagues and team members so they can register separately.
What's the catch?
We are excited to offer this seminar free of charge to local financial advisors and life insurance agents as we finalize our live in-person training program. The purpose of this seminar is twofold: First, we are seeking to gather valuable feedback and insights from dedicated professionals like you, which will contribute to the refinement of our program. Second, as we transition from virtual webinars to live in-person training, we are practicing and fine-tuning the content and delivery to ensure an exceptional learning experience for our national roll-out.
Don't miss this FREE seminar, where you can enjoy complimentary breakfast and lunch, and, more importantly, walk away with specific actionable items you can use to to get more business owner clients.
MEET THE TEAM
Rick Bailey, J.D., MAcc, CFP®
Rick Bailey is the Founder and Chairman of Camas and one of the most highly-renowned estate planners in the United States. As a Certified Financial Planner (CFP®) with a Master’s degree in Accountancy/Taxation as well as a Juris Doctorate, Rick Bailey is a highly valuable asset to private clients, CPAs, attorneys, financial advisors, and life insurance professionals for his expertise in advanced estate planning and case design.
Rick’s years of experience in legal, tax, and financial services have attracted thousands of high-net-worth private clients with upfront planning fees starting at $25,000. He also specializes in training advisors in planning strategies, preparing proposals, presentations, case designs, and affinity partnerships.
His extensive background includes work as an estate-planning attorney, financial planner, and both a Regional Marketing Director and Advanced Planner for a major life insurance company. He has authored numerous articles and given many presentations on topics such as business planning, succession planning, income-tax strategies for closely-held businesses, asset protection, buy-sell agreements, and wealth-preservation strategies. His latest book, titled “Orchestrate Your Legacy,” has been well-received by critics.
Josh Sterling is a Chartered Life Underwriter (CLU®). The CLU® is the oldest designation in the financial industry and focuses on life insurance, estate, and business owner planning. He is also a Certified Long Term Care Consultant (CLTC®), a Certified College Funding Specialist (ACCFS®), and a partner at Camas Advice. He is a past President of the Redwood Empire Estate Planning Council.
Josh has an in-depth understanding of the practical, legal, and ethical aspects of life insurance and how to provide the best solutions to a modern and diverse clientele facing a range of risks and financial situations.
Josh regularly does public speaking on advanced life insurance case design and various other business owner and estate planning topics. Josh feels clients are best served by a well-rounded team of advisors and works with some of the best CPAs, Estate Planning Attorneys, and Financial Advisors around the country.
Josh Sterling, CLU®, AEP®, CLTC®, CCFS®
Todd Bailey, J.D., MAcc,
Todd Bailey is a seasoned professional with an impressive portfolio that crosses the borders of business and law, focusing primarily on the intricacies of captive insurance and reinsurance. Leveraging a broad educational foundation, including a Juris Doctorate (J.D.), Master of Accountancy/Taxation (M.Acc.), and Bachelor of Science (B.S.) in Accounting, Todd delivers tailored solutions that address the unique needs of his clients.
Todd and his team provide business clients with strategies centered on captive insurance and reinsurance. Their services extend to providing business casualty insurance for risks that pose a challenge, are uninsurable, or both. The solutions presented byTodd not only tackle these insurance challenges but also offer significant tax relief opportunities. This tax-efficient approach aids in fostering the accumulation of insurance reserves, creating a safety net for businesses against casualty risks.
Shaped by a lifelong passion for life insurance, finance, and marketing, Tyson founded Trained Advisor, where he helps life insurance and financial professionals Attract, Nurture, and Convert high value prospects utilizing unique digital marketing strategies that center around LinkedIn. His journey, far from conventional, equipped him with a unique understanding of the needs of both life insurance agents and financial advisors.
Tyson's career was kindled by his father, a tax planning attorney, financial planner, and a regional advanced planning consultant for a major life insurance carrier. Starting with humble roles in his father's business, Tyson steadily gained expertise, mastering concepts such as life insurance, business planning, estate/legacy planning, and more.
After college, Tyson's career accelerated with Penn Mutual as a regional case designer and illustration specialist. His marketing passion blossomed while leading national direct response campaigns for industry titans like RE/MAX, The Home Depot, PF Chang's, Kaplan, and more, at a leading marketing company.
Returning to the independent space to work as a case designer, producer, and marketer, Tyson eventually fused his love for marketing, insurance/financial planning, and working with advisors into Trained Advisor. His entrepreneurial venture has since helped professionals secure millions in revenue, making it a trusted ally for life insurance agents and financial advisors in their journey to success.
Tyson Bailey
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