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The Quantum

Sales Summit

Join us Sept 30th & Oct 1st in Scottsdale, AZ

You’re Invited to the Life Sales Summit!

Join us as we bring together industry professionals, carrier partners, and sales leaders for insightful discussions on advanced planning strategies and opportunities in today’s financial landscape. Space is limited, Register Today!

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Hotel

YES, I need a hotel room for Wednesday, Sept 30

NO, I do not need a hotel room

Hotel Acknowledgements(Required)

I acknowledge Quantum covers one (1) night hotel stay for Wednesday, Sept 30

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I acknowledge that my flight details must be submitted to mgomez@thequantum.com no later than September 16, 2026.

Meeting Topics

Business Owner Buy/Sell & Non-Qualified Comp Planning
Legacy Planning & Net Worth Optimization
Long-Term Care Solutions
Private Placement Life Insurance (PPLI)
Dual Sale Strategies (SBL-Funded IUL)
OneHealth Overview
Concierge OID Desk

EVENT AGENDA:

Wednesday, Sept 30

Arrivals Phoenix Sky Harbor Airport
Studio Time/Advisor meetings with Annuity VP’s and team
- Advisor studio time
- Carrier Studio Time
- 4:30 PM Happy Hour Kickoff

Thursday, Oct 1

8:00 AM – Life Sales Training
Departures

RSVP DEADLINE: September 16th, 2026

The Quantum

Sales Summit

Join us Sept 30th & Oct 1st in Scottsdale, AZ

You’re Invited to the Life Sales Summit!

Meeting Topics

EVENT AGENDA:

IF YOU HAVE ANY QUESTIONS REGARDING THIS EVENT PLEASE CALL US AT 800.440.1088

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