Tuesday, Sep 27th
9am-9:30am
Allegis State of the Union
Chris Miller, President – Allegis Advisor Group
chris.miller@allegisag.com9:30am-10:30am
Advisor Growth Forum: Strategies for Helping Achieve Sustainable Growth
David McDaniel, EVP Marketing Services – Simplicity Group
david.mcdaniel@simplicitygroup.com
Presentation10:45am-12pm
Advanced Sales Training - Harness the Power of a Proven Sales Process
Jason Jenkins, EVP Sales – Simplicity Group
jason.jenkins@simplicitygroup.com
Presentation1pm-1:30pm
OPTION 1: Seminar Marketing
David McDaniel, EVP Marketing Services – Simplicity Group
david.mcdaniel@simplicitygroup.com
PresentationOPTION 2: The Deep End of Dividends - Opportunities uncovered post 7702
Cindy Schofield, Managing Director – MassMutual
cschofield13@massmutual.com
Sam Barton CLU®, ChFC®, CFP®, Advanced Markets Consultant – MassMutual
sbarton28@massmutual.com
1:45pm-2:15pm
OPTION 1: Policy Review... It is Important!
LOCATION: WHITE PINE 1
Raymund Caparas, Regional VP – The Prudential
raymund.caparas@prudential.comOPTION 2: RMD Buster!
LOCATION: WHITE PINE 2
Julie Schneider, SVP Independent Channel Executive – Global Atlantic
julie.schneider@gafg.com
2:30-3pm
OPTION 1: CLIMB with Allianz Life
LOCATION: WHITE PINE 1
Jason Long, Regional Sales Manager – Allianz Life
jason.long@allianzlife.comOPTION 2: Shore up… Now More Than Ever
LOCATION: WHITE PINE 2
Michelle Kosoi, Field Vice President – Pacific Life
michelle.kosoi@pacificlife.com
Brian Bulakites, National Sales Manager – Pacific Life
brian.bulakites@pacificlife.com
3:15pm-4:15pm
Tax-free Retirement
Patrick Kelly, Best-selling Author, Speaker, and Professional Trainer
patrick.kelly@simplicitygroup.com
Presentation4:15pm-4:45pm
Allegis and Simplicity Q&A
Chris Miller, President – Allegis Advisor Group
chris.miller@allegisag.com
Bruce Donaldson, CEO – Simplicity Group
bruce.donaldson@simplicitygroup.com