Agenda - Tuesday September 19, 2023

7:45 AM Sharp – 8:00 AM

Opening Remarks – Mr. Mike Englert BA, B.Ed., EPC

8:00 AM – 9:00 AM

Unlock the Power of 4 Questions: The Smarter Way to Win Clients

Presentation Overview

When structured correctly, these four questions reveal inefficiencies, uncover hidden opportunities, and position you as the trusted guide clients have been looking for.

Discover how to:

* Secure first appointments with greater ease
* Build immediate credibility and trust
* Reveal financial blind spots clients didn’t know they had
* Turn meaningful conversations into clear next steps

You’ll see how four strategically structured questions can simplify complex financial discussions, differentiate your practice, and naturally lead prospects toward becoming clients - all without overwhelming presentations or pressure.

What Advisors Will Learn in This Presentation?

Clients don’t need more information - they need clarity.

In this live demonstration, Don Blanton will show how the Financial GPS tool answers the four most important financial questions everyone wants to know - in less than 15 minutes.

* What rate of return do you need to earn on your savings and investments?
* How much do you need to save?
* How long do you need to work?
* How much will you need to reduce your future lifestyle if you don’t do something different today?

Don Blanton

9:00 AM - 10:00 AM

Masterclass 3: Helping Meet the Needs of Juveniles Through Every Stage of Life

Presentation Overview

In this presentation, Ayal will explore real‑world case studies, practical sales applications, and advisor‑tested guidance that will help you position life insurance as a cornerstone of a modern retirement plan. More importantly, you’ll learn how to capture both the minds and hearts of your clients - building trust, elevating your value, and securing long‑term relationships.

Don’t miss this opportunity to sharpen your skills, expand your sales potential, and take your business to the next level with a product designed for growth, flexibility, and client impact.

Taking your sales to the max with Advantage Max. If you are a parent or grandparent, imagine drawing a portrait of your child or grandchild’s future… and now you the advisor are the hero as you introduce them to a plan that turns their hopes into reality.

Life insurance has become one of the most versatile and powerful tools in modern retirement planning. In this session, advisors will explore how participating whole life - especially today’s enhanced product designs - can create tax‑efficient income, protect client wealth, and strengthen long‑term financial security. We’ll break down how to position life insurance as a core retirement asset, when it fits best, and how to communicate its value in a way that resonates with clients. You’ll leave with practical strategies, real‑world examples, and a clearer understanding of how to elevate your retirement planning conversations.

What Advisors Will Learn in This Presentation?

In this powerful session, we’ll dive into Foresters Advantage Max, the newest PAR whole life solution engineered for today’s retirement‑focused marketplace. Advantage Max delivers significantly increased cash values starting in year 10, enhanced death benefits beginning in year 1, and one of the highest FYC opportunities in the industry.

This combination unlocks innovative planning strategies that resonate with clients and open new markets for your business.

Ayal Alalouf

10:00 AM - 11:00 AM

Do More. Manage Less: The Tactical Pension Management Advantage

Accilent SELECT gives financial advisors access to professional, tactical portfolio management and pension-focused solutions without requiring them to carry the full operational burden of managing investments themselves.

The result is a different way of thinking about the advisor’s role: focus on the client relationship and the broader financial plan, while leveraging a specialized portfolio-management platform for the investment management function.

Tactical Pension Management is part of this broader approach - helping advisors and their clients address the increasingly complex retirement and pension decisions faced by business owners, professionals, pre-retirees and retirees.

In this presentation, Leslie Toth will introduce the Accilent SELECT platform and demonstrate how advisors can incorporate professional, tactical investment management and pension solutions into their existing practices.

Presentation Overview

The discussion will explore how the platform can help advisors:

* Reduce administrative and compliance demands associated with investment management
* Access an experienced portfolio-management team and institutional-style investment capabilities
* Expand their value proposition through pension and retirement solutions Offer broader diversification, including access to public, private and alternative investment opportunities
* Create additional revenue opportunities through a transparent referral model
* Free valuable time to focus on financial planning, insurance, client relationships and business development
* Maintain control of the client relationship while bringing in specialized investment-management expertise

At the heart of the model is a simple proposition:

Your clients. Your relationships. Our expertise.

Rather than asking advisors to become portfolio managers, Accilent SELECT allows them to leverage a professional investment-management platform as an extension of their existing practice.

What Advisors Will Learn in This Presentation?

1. A Different Way to Deliver Investment Management - How outsourcing the discretionary investment-management function can complement an advisor's existing practice without requiring the advisor to build and maintain the infrastructure themselves.

2. Where Tactical Pension Management Fits - How pension and retirement solutions - including Individual Pension Plans and other pension strategies - can become part of a broader wealth-management conversation for business owners, incorporated professionals, executives and retirees.

3. How Outsourcing Can Improve Practice Economics - How reducing the time and resources devoted to administration, compliance, reporting, rebalancing and investment-management functions can create capacity for more productive activities. The presentation will examine the potential to increase revenue while reducing operating costs and reclaiming advisor time.

4. How the Referral Relationship Works - An overview of the three-party relationship between the advisor, Accilent SELECT and the client - including the respective roles, responsibilities, disclosures and compliance parameters.

5. How to Integrate SELECT into an Existing Practice - Practical steps for identifying appropriate clients, initiating a referral, participating in the onboarding process and maintaining an active relationship with the client while Accilent SELECT manages the discretionary portfolio.

6. How Advisors Can Build More Value Around the Client - The objective isn't simply to outsource a portfolio. It is to allow the advisor to move up the value chain - spending more time on the areas where their expertise and relationships matter most, while leveraging specialized professionals for investment management.

The Takeaway

By the end of the presentation, advisors should have a clear understanding of how Tactical Pension Management and outsourced discretionary portfolio management can become an extension of their existing practice - not a replacement for it.

Do more of what drives your practice. Manage less of what consumes it.

Leslie Toth

11:00 AM - 12:00 PM

Why Business Owners Are Your Most Lucrative, Rewarding, And Easiest Path To A Scalable Practice: How to Ditch the Commission-Chasing Grind, Leapfrog into a Proven System, and Add Massive Value (Without Making It Up As You Go)

When you shift your focus to business owners, your entire world opens up. Financial advisors love this market. The ordinary millionaire business owner is usually not self-directed with their money, meaning that during a liquidity event, they will only hand their wealth over to you if you are their corporate wealth strategist.

Presentation Overview

This session exposes the harsh truth: general financial planning is rapidly becoming commoditized, while the complex, highly lucrative world of business owner planning is being ignored.

What Advisors Will Learn in This Presentation

You'll learn why successful business owners are the ideal target market - they are decisive, value-driven, and often receiving generic advice suited for employees, not entrepreneurs.

We will break down exactly why shifting your focus to this market is the key to escaping the relentless "commission-chasing" lifestyle.

You will discover how productizing your approach using a proven framework instantly attracts these high-net-worth clients who already respect and buy into systematic processes.

Most importantly, you will see that everything you want - a scalable, high-value practice - exists on the other side of the fear of leaving the traditional sales-first culture.

Scott Plaskett

12:00 PM - 1:00 PM

The Three "I"s of Planning

Financial planning is all the rage. It seems everyone is talking about it. How many clients are actually experiencing it? How many advisors are really doing it?

Presentation Overview

Peter will cover what each of the below points pertain to as part of the Three "I"s of Planning during the presentation and how it will impact your business growth:

* Intent - Clarifying needs, timelines, and legacy goals
* Implementation - Cash-flow analysis, insurance planning, investment strategy
* Impact - Reviewing outcomes with clients and adjusting plans as life evolves

What Advisors Will Learn in This Presentation?

Join in a journey of discovery, critique and understanding of the process of uncovering needs and gaps and where and when planning is needed.

During this presentation, advisors will learn the answers to the following questions:

* What do clients, then advisors, think financial planning is?
* What's stopping the various parties from getting engaged in the process?
* What is needed to move things along? Is financial planning necessary for everyone?
* What are the outcomes and consequences of this process whether it's done or not?

Peter Wouters RFG, AIAA, ARP, TEP, FLMI, RHU, CFP, CLU, CHFC, ACS, ALHC, CPCA, CHS, AFSI, EPC

1:00 PM - SCAN Out and Adjourn