2023 Altitude Materials Follow-up
Please reach out to your Allegis team (or the Altitude presenter) if you have specific questions on the subjects presented.
WEDNESDAY SEP 27
10am-11am: Robyn “Jam” Anderson – How will AI affect our business? How can Advisors use it now?
2pm-2:30pm: Dan Hudgens (Protective Life) – Uncovering Large Cases in the Executive Life Market
2:45pm-3:30pm: Zacc Call (Capita) – Scaling Your Wealth Management Business and Digital Solutions
3:45pm-4:30pm: Brad Etheridge (Business Transition Advisors) – Understanding How ESOPs Can Grow Your Practice Revenue
THURSDAY SEP 28
8am-8:50am: Bill Cates (Referral Coach Intl) – Radical Relevance
9:05am-9:55am: Grace Barnard (NIW/Kaizen) – Addressing Your Clients Greatest Fears
10:50am-11:20am: Cindy Schofield (MassMutual) – The Hidden Opportunity in Whole Life
10:50am-11:20am: Terike Novak (Corebridge) – Fighting Inflation by Illustrating Rising Income
11:30am-12:15pm: Don Quante (Author) – Long-term Care Strategies and Marketing That Works!
Please contact Jamie Thornton on LTC issues at: Direct: 801 826-2603 or jamie.thornton@simplicitygroup.com
1:20pm-1:50pm: Justin Shipman (Lincoln) – Beat Market Expectations with a Simple Strategy
In the breakout session, I reviewed 3 ideas:
1. The Performance Trigger Story: Remember the Penny story? The strategy doesn’t cost a penny, you won’t lose a penny and every year the S & P 500 is up a penny, your client gets 9.00%.
2. Roth IRA Conversion: We offer a simple program to convert clients IRAs to a Roth IRA by just checking a box on the IRA application. For those clients trying to minimize RMD’s this may be a great solution to leave more to beneficiaries.
3. Pass-in-Kind Strategy for Estate Planning: Check out the Pass in Kind Strategy flyer, but you can minimize taxes in the Irrevocable trust by using the annuity and maintaining tax-deferral. This can help enhance Centers of Influence and with the impending sunsetting of the current Estate Planning rules, the time is now to set this up.
Let us know if you need more information on any of these solutions. Plus, don’t forget, we are currently offering a 5.40% MyGuarantee Plus rate for 5-years with premiums of $100,000 or more.
2:05pm-2:50pm: Bill Cates (Referral Coach International) – Crafting Your Value Positioning Statement to Win New Clients
2:05pm-2:50pm: Mike Nimmo (Simplicity) – Simplicity Wealth: Partnership for Growth-Minded Advisors
3:20pm-4:20pm: Dr. Marc Milstein (Author) – The Age-proof Brain