Thursday, September 7th
Hyatt Place Grand Rapids – South
2150 Metro Ln SW, Wyoming, MI 49519
EVENT AGENDA
8:15 AM – 8:45AM CONTINENTIAL BREAKFAST
8:45AM – 9:00AM OPENING (Eugene Coyle)
9:00AM – 10:00AM RETHINKING RETIREMENT (John Amatualli)
- Retirement Planning Workshop / Seminar Presentation
10:00AM – 10:15 AM BREAK
10:15AM – 10:45AM ANNUITIES 101 (Eugene Coyle)
10:45AM – 11:30AM 1st MEETING BEST PRACTICES (John Amatualli)
- PROPOSE THE COURSE
- FACT FINDER
11:30AM – 12:00PM ANNUITIES ON AUTOPILOT (Kyle Pursley)
12:00PM – 1:00PM LUNCH
1:00PM – 1:45PM 2ND MEETING $20M SALES PRESENTATION (John Amatualli)
- LEARN SALES PRESENTATION AND TECHNIQUES USED BY A TOP PRODUCER IN THE INDUSTRY
- 10 STEP WHITEBOARD SALES PRESENTATION
1:45PM – 2:15PM MARKETING / PROSPECTING / BRANDING (Eugene Coyle)
- ·BECOME A PRESENCE IN YOUR MARKET
- GET IN FRONT OF MORE PROSPECTS
2:15PM – 2:45PM BROKERS INTERNATIONAL (Troy Moon)
2:45PM – 3:00PM OPPORTUNITY /QUESTIONS / ANSWERS (John Amatualli & Eugene Coyle)
PRESENTERS:
- JOHN AMATULLI, CFEd®
- EUGENE COYLE, CFP® ChFC®
YOUR CONTACTS:
- TODD KRANTZ (616) 656-5905 [email protected]
- JASON ZIKA (515)480-4511 [email protected]
- SHANON ASKEW (630) 373-5545 [email protected]