Income Planning InstituteEvent added by Jeff Janes on January 29, 2014
Jeff Janes

Jeff Janes

Waukee, IA

Joined: October 23, 2006

1 person may attend this event
Would you like to help your clients THRIVE in retirement not just survive? Then attend the Income Planning Institute, April 21-23 in Las Vegas.

Keynote Speaker - Curtis Cloke, CLTC, LUTCF#
He’s known as Dr. DIA, and is the developer of the Thrive Income Distribution System®, a revolutionary system that provides a contractual solution for inflation-adjusted income utilizing the least amount possible of the client's portfolio value. !
Curtis also is the Adjunct Professor for The American College
and lends his expertise and training materials to their new Retirement Income Certified ProfessionalTM (RICP) designation.!
Curtis Cloke was recognized in 2009 as a top-five finalist for Advisor of the Year by Senior Market Advisor, and has been featured in Senior Market Advisor, InsuranceNewsNet, Retirement Income Journal, NAFA Annuity Outlook, The Wealth Channel magazine,,, and many more. He is a frequent guest on radio and TV stations, has appeared as a guest on NAIFA ClientCast by Real Wealth® and as a guest presenter on their webinar series, Power Session LIVE by Real Wealth®.!

Plus so much more!

Keynote Speaker - Joe Elsasser, CFP
Joe Elsasser, CFP is an industry recognized expert on Social Security, and the software he developed, Social Security Timing®, has been cited in the Wall Street Journal, US News & World Report, CBS MoneyWatch, Investment News, Morning Star, Reuters, New York Daily News and other respected media outlets.!
Your clients are faced with literally thousands of options for when and how you elect your Social Security benefits, and most advisors can’t provide the necessary assistance!
It’s important because the difference between a good decision and a poor one is regularly more than $100,000 in Social Security Income!
With pensions disappearing and the markets unreliable, Social Security is more critical than ever to creating a lifetime income stream in retirement.!
This session will show you how to transition Social Security prospects into Life and Annuity clients!
PLUS we’ll pull it all together with a PROVEN turn-key marketing system that actually turns you into a $12-24 million dollar producer.

Date (EST): April 22, 2014 8:00 AM - April 23, 2014 5:00 PM

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