Wednesday
February 19, 2025
WIFI - Appreciation2025
February 19, 2025
WIFI - Appreciation2025
📍 Grand Ballroom
👕 Business Casual
Dive into Day 2 as Coach Luke shares the tactics, action plans, and habits you’ll want to know to reach your fullest potential.
A light breakfast will be available for those that attend.
📍 Front of Grand Ballroom
Featured Vendor - Quantum
📍 Grand Ballroom
👕 Business Casual*
The convention continues on Day 2 at 9:00 am sharp! Raffle prizes will take place at 9:00 am, and you must be present to win.
Coffee and hot tea will be served outside the room.
📍 Greenstreet
👕 Business Casual
A buffet lunch will be served at Greenstreet, located on the first floor of the casino. Enter through the arcade entrance of the restaurant.
NOTE: Micard Training Announcement
We will be holding a Micard training session for individuals with last names L - Z from 11:30 AM to 12:00 PM.
A buffet lunch will be served at Greenstreet, located on the first floor of the casino. Enter through the arcade entrance of the restaurant. Join Midland National to learn more about their unique partnership with AF agents for success inside the 403b market and beyond!
📍 = Breakout Session Location
🗣️ = Session Speakers
⭐ = Class will be repeated
My Pension Calculator
📍 Harper AB
🗣️ Ty Gardner, Ashley Patterson
Description: This online pension calculator for AF agents helps estimate their client’s retirement income by considering years of service, salary history, and specifics of the pension plan. As the retirement specialist, this tool helps you build rapport, trust, and confidence with any client in any state in every meeting! The tool can also account for various retirement scenarios, including early retirement, inflation, and potential salary increases. With accurate projections, teachers can plan their finances more effectively and determine if additional savings or adjustments are needed to meet their retirement goals
National Life Group ⭐
📍 Harper CD
🗣️ Mike Duncan, Devon Martin
Description: As our flagship partner, NLG consistently shines as one of the top 403b providers in our niche space. As they advance to a nationwide top life insurance carrier, they stay ahead of the trends and expect monumental growth in 2025. In this breakout, you’ll learn about effective marketing strategies, such as digital outreach and campus networking, product specifics, company support, and establishing the AF brand with NLG.
AI Advantage: Gaining Ground with AF Bots and Jeanie AI
📍 Kennedy
🗣️ Terry Kennedy, Eric Creekmore
Description: This session dives into the innovative AI tools AF has developed, including AF Bots, Jeanie AI, and ChatGPT prompting, to revolutionize your business. Learn how to collapse time frames, gain yards faster, and leverage cutting-edge technology to win over the competition. Whether a beginner or a seasoned agent, discover how to make game-changing moves with AI to dominate your field.
Making the Right Play: Retirement Refinancing and GLIR VS Growth
📍 Madison AB
🗣️ Erik Ong, Brett Moore
Description: This session focuses on leveraging higher interest rates to refinance client accounts and effectively execute internal and external transfers. Learn how to design tailored growth strategies versus guaranteed income strategies (GLIR) and determine the best fit for each client, driving results and delivering optimal retirement solutions.
📍 Madison, Harper, Kennedy Meeting Rooms
👕 Business Casual
⭐ Class will be repeated
Championship Roster: Building Your Winning Team ⭐
📍 Harper AB
🗣️ Brett Moore, Jason Brown
Description: Building a strong downline is the driving force behind creating substantial residual income and lucrative overrides. In this session, you’ll master finding the right candidates, having compelling recruiting conversations, and leveraging AF’s resources to assemble a team that powers your business to championship success.
Relief Strategies ⭐
📍 Harper CD
🗣️ James Farias and team
Description: Do you have clients who can’t save for their future because debt holds them back? Stop allowing your client's past to take from their future retirement savings by offering a personalized solution to their crippling debt, relief that can only be found with professional support and guidance. Relief Strategies can help clients create hundreds of dollars back into their paychecks each month, reduce student debt, eliminate secured debt, and completely eradicate the painful credit card debt.
Scoring Big with This Changes Everything and Client Connect ⭐
📍 Kennedy
🗣️ Terry Kennedy, Hawley Woods-Gray
Description: This session takes a deep dive into Terry Kennedy’s renowned book, This Changes Everything, and the powerful AF “Client Connect” systems. The fastest way to score is by mastering referrals and leveraging our existing book of business. Learn how to meet with clients, conduct account reviews, and upgrade policies to drive revenue and achieve championship-level success
Quantum ⭐
📍 Madison AB
🗣️ Kyle Pesch, Jim Maschek
Description: Join your partners at Quantum for a direct look inside some of their top products for you to use in 2025. Building your business in insurance and annuity products will be a breeze with their hands-on service and one-on-one support. Quantum focuses on personally understanding your client's unique needs and offering tailored solutions. AF’s strong partnership with Quantum provides all AF agents with a competitive edge and reliable coverage options to create success.
Big Wins: Mastering the Multi Sale Per Household and NQ Strategies
📍 Harper AB
🗣️ James Rigg, Gia Sands
Description: This session focuses on capturing larger single premium sales, effectively working with non-qualified money, and digging deep to maximize case sizes. Learn how to uncover opportunities and drive results with strategies leading to significant wins for you and your clients.
Ultimate Win-Win: Life Insurance for Tax-Free Retirement⭐
📍 Harper CD
🗣️ Erik Ong, Ashley Patterson
Description: Master the art of confidently discussing tax-free retirement and living benefits with clients. This strategy not only drives bigger premium sales but also positions you as a trusted advisor delivering the ultimate win-win solution.
Relief Strategies ⭐
📍 Kennedy
🗣️ James Farias and Team
Description: Do you have clients who can’t save for their future because debt holds them back? Stop allowing your client's past to take from their future retirement savings by offering a personalized solution to their crippling debt, relief that can only be found with professional support and guidance. Relief Strategies can help clients create hundreds of dollars back into their paychecks each month, reduce student debt, eliminate secured debt, and completely eradicate the painful credit card debt.
Agency Residuals: Scoring Big with Flex Premium and Your Team ⭐
📍 Madison AB
🗣️ Yanira Alam, Gerardo Garcia
Description: Flexible premium contributions and start-ups are the cornerstone of building a resilient client base and generating residual income. This session will teach you how to consistently secure start-ups, understand key tax codes, and leverage flexible premium products to maintain a winning financial strategy and dominate your business game plan.
5 Bottlenecks of Production
📍 Grand Ballroom
🗣️ Ashley Patterson, Krista Kneeley, Eric Creekmore
Description:
Join CMO Ashley Patterson and MVP Krista Kneeley for an exclusive deep dive into the top 5 bottlenecks blocking your pipeline. Learn exactly what’s slowing you down, how to break through, and what steps you need to take to get productive in the field—and paid FAST! Don’t miss this game-changing session designed to streamline your success and maximize your earnings. 🚀💰
📍 Club Kaos on the first floor by Scotch 80
👕 Black Tie Optional, Formal
⏰ 6:45 pm - 7:30 pm PT: Cocktail Reception (open bar)
⏰ 7:30 pm - 10:00 pm PT: Awards Ceremony
A plated dinner will be served during the Awards Ceremony. Seating is pre-arranged and limited. Only registered attendees and guests may participate in the Awards Ceremony.
⏰ 10:30 pm - 1:00 am PT VIP Party–For those invited, details will be provided!