Sales University

Total Financial Sales University


2019 - Defining the Future - New technologies, marketing strategies, and ideas to usher you into the future

"To improve is to change; to be perfect is to change often." - Winston Churchill"

Our industry is amid the midst of major changes – consumer buying tendencies a very different, technology is becoming the new normal, the product landscape is continually changing. The big question is: How do you as an Advisor stay in front of these changes?

At the 2019 Total Financial Sales University we are going to prepare you to overcome these changes and help you propel your practice into the future.

This year we will feature:

  • Keynote speakers preparing you on how to have successful sales conversations with business owners, high network individuals and key family decisions makers

  • Small group networking time with our key carrier partners and with your successful peers

  • Breakout Sessions providing detailed sales techniques on subjects such as: asset based LTC, high-end business insurance, foreign nationals, premium financing and many more

  • A panel of Chief Underwriters focusing on the key advancements in underwriting

  • A deep dive into our new exclusive term sales platform


  • Join us for two days of impactful information on how to prepare your practice for the future. Use the attached link to add this important meeting to your calendar. A formal Invite will follow.





    Previous years

    2018 - 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.

    2017 - This year we are focusing on Change is Opportunity. There will be many proposed regulation and tax changes that will affect almost all financial planners. We will have experts who will discuss these changes and help you with new marketing strategies and tools to give you a competitive advantage.

    2016 - This year our goal is to give you everything you need to see more quality clients and prospects. We are going to provide you with the latest tools and techniques to see more prospects, market more effectively and have more productive conversations.

    2015 - Increasing Revenue Opportunities.

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