Call for upcoming event schedules.
CONTACT US TO TAKE THE FIRST STEP TOWARDS TRANSFORMING YOUR BUSINESS INTO A $1,000,000 PRACTICE!
WHAT YOU WILL LEARN:
- Learn techniques that will cause qualified Baby Boomer prospects to drive by 20 other financial planners to come see you about a topic most people would rather avoid than discuss.
- Learn how to attract large 401(K) rollovers almost by accident, long before your competition.
- Learn how to help your clients use their IRA, or 401(K) to pay for long-term care without disinheriting their children.
- Learn about a little known law that can help your clients use existing annuities purchased before January 1, 2010 to triple the value of the annuity and receive the money tax-free to pay for long term care.
- Learn the details of Medicaid planning and how the average case generates over $15,000.
- Learn how to use $1,000,000 of term insurance to provide up to $10,000 monthly tax-free to pay for long term care.
- Learn how to help your clients who are Veterans receive up to $24,652 annually to pay for long-term care and much much more.
IS THIS HOME OFFICE VISIT RIGHT FOR ME?
All attendees will spend one full day with Don Quante, our founder and 30 year veteran financial planner. Don has cracked the code on how to, year after year, generate over $1,000,000 of revenue.
He will share with all attendees how he does this. Plus, he will cover the following:
- Learn first hand how to hold a series of consumer workshops that regularly brings in 100 to 150 attendees without serving meals.
- Receive a free copy of the book “Don’t Go Broke In A Nursing Home” and learn how using this book with Direct Mail consistently generates 3% – 4% response rates.
- Learn how to hold 90% of new appointments at your office between 8:00a.m. to 5:00p.m.
- Learn how to set up your office to maximize productivity.
- Learn a step-by-step blueprint on how to conduct successful first and second client meetings.