“One Day Event”.

May 19, 2021       11:00 am to 5:00 pm  ET                                                          

Register Early to ensure you get your manual in time!                        

 

You must pay when you register to save your spot!      

         *** NO REFUNDS – For any reason **

If you attended a previous Bootcamp, you can purchase the $25 ticket

(No Manual included).  You will be verified!

 

We will be doing extra training on Annuities and the new Reg BI.  Also an extra part on Asset Allocation Models.

 

Learn how to Become a Financial Professional for the 21st Century!

You will receive the Advisor Literacy Guide and the approved 1st presentation folder

Here are a few of the highlights  from the manual:

Why Advisory Services – How residual recurring income can help you build your team and assets.

The Power of Putting A Financial Plan Together (first and second presentation, data gathering, risk scale).

Investment and Insurance Products and Vehicles.

Tax Code Basics.

Retirement Options, ie., 401(k), 403(b), IRA, Roth IRA.

Scripts (making contacts, getting referral’s) – Basics in sales training.

Building Your Team and Your Assets.

 

 

There will be NO CE credit.

Call Bob with any questions at:  (801) 568-0614