Get the edge over your competition at the
5th Annual NAIFA Sales Symposium
March 21st, 2012

s Make sure to join us for:

• Sales Ideas
• Exhibitors
• Lunch
• Raffle prizes

NAIFA San Diego
10755 Scripps Poway Pkwy
Unit #459
San Diego CA 92131 info@naifasandiego.org
Ph - 858-668-2883
Fx - 858-815-7576

TAKING PLACE AT The Handlery Hotel,
950 Hotel Circle North

The Day’s Agenda
Exhibit time & Registration – 8:00-9:00
9:10-10:10 Speaker #1
10:30-11:30 Speaker #2  
12:00 – 12:50 Lunch
1:00-2:00 KEY NOTE SPEAKER

Cost: Members=$40
Non-Members =$50

**Agenda is subject to change without notice**

Exhibitor Opportunities

Speaker #1: Patrick McClure presenting -

“The Top Ten Client Acquisition Strategies- Without the Phone!”

In today’s energetic and fast-paced presentation, Patrick McClure will clue you in on what you need to CHANGE in your business development efforts to become successful in today’s instant-messaging generation.  It’s no longer “just a numbers game.” Dialing for dollars has gone the way of the other dinosaurs that are extinct, and client acquisition has now morphed into an entirely different and exciting game. click here to read more.....

Speaker #2: John Patrick Saxton presenting -

“New Word Order”

 Variable annuities have become the most misunderstood retail investment today. Difficult terms like “Guaranteed Minimum Death Benefits,” “Annuitization” and “Ratchets” are confusing investors and have become a leading barrier to new sales, according to industry research. click here to read more....

Skills Developed from this presentation
• The Four Communication Principles
• The New VAcabulary – words to use and words to lose
• A Personal Variable Annuity Dictionary
• The Importance of Embracing Skepticism
 

Key-note Speaker: Don Blanton, president of MoneyTrax, Inc. presenting -

Private Reserve StrategyTM - It will change how your clients look at their money for the rest of their lives and will CHANGE YOUR CAREER

Private Reserve StrategyTM Program Benefits:

HELP your clients to avoid or minimize losses from the interest they are paying to banks and finance companies for the major items they need during their lifetime. This includes automobiles, major appliances, education, homes, investment opportunities, business equipment, etc.

PROVE that cash-value permanent life insurance is a viable and effective wealth accumulation tool.

ACCESS CALCULATORS that will help you communicate financial concepts including:
~ Lifetime Capital Potential
Wealth & Income Potential
Human Life Economic Value
~ Retirement Ready Or Not
~ 10-Minute Lesson on Life Insurance
~ Understanding Policy Loans
~Wealth Transfer Calculators
Protection (ie. Auto Insurance, Disability Protection, Homeowners, Term Insurance)
Expenses (ie. Credit Cards, Mortgages, Education, Trading Cars, Financing Cars)
Taxes (ie. Compound Interest, Estate Tax, Property Tax, Income)
~ TaxSavings Efficiency
~ Future Effect of Paying Cash
~ Collateralize vs. Pay Cash Strategy
~ Amortizing vs. Compounding

click here to read more.......

back to top of page

Sponsored by:

Sponsored by: