• Create a Unique Marketing And Lead System That Will End Your Prospecting Problems.
• Create Both Financial And Emotional Security For You And Yours.
• Open Conversations With The Affluent Using Rao & Simon’s “12 Power Questions”
• The Top 3 Tax Planning Strategies Rao and Simon Have Used For Years To Generate 7-Figure Incomes!
• A Proven Marketing Blueprint For Attracting The High Net Worth Without Relying On Direct Mail or Seminars
• Simon’s Top Strategy Used To Close 52 Life Cases Each Resulting In Premiums In Excess Of $200,000!
• Separate Yourself From The Competition And Gain The Respect of Professional Advisors.
• Help The Affluent Create Deductions Today For Gifts Not Made Until After They’re Gone.
• Use Timing, Combining, And Sequencing To Create More Income In Retirement.
• Strategies To Convert Qualified Plan Accounts To Roth IRAs, Without Suffering Huge Tax Losses.

Click here to see the full agenda.

Questions About Attending? Call (844) 219-9088 or click here for more details.