We value your privacy. To submit illustration requests on our case design page, please select “Accept All” cookies. If you choose to opt out, we will be unable to receive your illustration requests.

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.

 

Through carrier presentations and educational sales concept sessions, you’ll expand your knowledge and gain valuable perspectives to help you better serve your clients. From business owner planning to legacy and long-term care strategies, this training will equip you with practical life insurance sales solutions to grow your practice and deliver more value to the clients you serve.

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
  • Premium Finance
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

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

Loading...