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upcoming events

HEAR FROM
OUR PAST
ATTENDEES

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PREMIUM FINANCING
SYMPOSIUM
June 24-25, 2024
Newport Beach, CA

$0 Registration Cost (sponsored)

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NEWPORT BEACH

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PREMIUM FINANCING
biz dev boot camp
August 19-20, 2024
Dallas, TX

$259 Registration Fee
*Limited To Only 20 Total Attendees
*Includes IUL For Dummies Book

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DALLAS

Estate tax symposium
(for cpa
s only)
August 20-21, 2024
Dallas, TX

$259 Registration Fee

*Limited To Only 20 Total Attendees
*Includes Premium Financed Life Insurance - The Key To Effective Estate Tax Planning Book

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DALLAS
(CPA
s  ONLY)

COUPLES
mastermind retreat

October 17-20, 2024
Location TBA

$10,000 Registration Cost

*Includes Hotel Room
*Includes Planned Meals
*Includes Workshop Sessions & Activities

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MASTERMIND
COUPLES
RETREAT

PREMIUM FINANCING SYMPOSIUM
November 11-12, 2024
Chicago, IL

$0 Registration Cost (sponsored)

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CHICAGO

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