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: