AGENDA

“Finding New Revenue Opportunities”

The changes of 2018 are already affecting our industry and your clients. This meeting will focus on providing invaluable insight into how to profit from the new tax laws, new product/underwriting niches that only Total Financial can find and new sales strategies to increase your revenue.

We have a brand new format designed to give you the best learning experience possible!

Keynote Speakers:

Four well known keynote speakers will focus on the new tax laws, new realities in retirement planning and the latest in Premium Finance techniques. In addition, three Chief Underwriters will explain the newest enhancements in underwriting.


Carrier Small Group Roundtables:

Spend quality time talking through the hottest products and newest sales strategies with your peers and carrier partners.


Customizable Breakout Sessions:

We have chosen a number of impactful breakout sessions and created a format that allows you to choose what next great revenue opportunity to add to your practice.

Sample Topics:

Life Settlements: How and why Total Financial can get more for your policies

Opportunities in Asset-Based LTC

Exclusive Total Financial tools to make you more productive

Opportunities in Asset-Based LTC



Tuesday, March 6th

  • 8:30 AMBreakfast

  • 9:00 AM - 5:00 PMMeeting

    with Cocktails and Dinner to follow

Wednesday, March 7th

  • 8:30 AMBreakfast

  • 9:00 AM - 12:30 PMMeeting

    with Cocktails and Dinner to follow

Click here to compete the registration form or contact Rita Bogan at rbogan@totalfinancial.com or at 1-310-477-7500.

Space is limited, so please register by February 19th.