LAUNCH
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CONFERENCE AGENDA
SPRING FINANCIAL ADVISER CONFERENCE APRIL 23-24, 2020
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Creative Financial Centre® 2704 S Goyer Rd Kokomo, IN 46902
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The CFD Companies Creative
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INSURANCE INSU SERVICES powered by
CERTIFIED PUBLIC ACCOUNTANTS
Alter & Rockey
Associates at Law
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LAUNCH THE POSSIBILITIES
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Thursday 8:00 - 8:30 Breakfast & Registration 8:30 - 9:15 Breakout Panels 9:15 - 10:00
STP Training and Say Sayonara to LaserApp Russell Maynard Craig Malson Kourtney Shawhan
Financial Planning Diana Covell SERVICE ROOM
Navigating Wealthscape and DST Vision Jodie Hutchins Sandie Hlebasko
Investment Management Services Kregg Rooze
VISION ROOM
PURPOSE ROOM
MISSION ROOM
10:00 - 11:00 FCCS Updates and Weatlthscape Enhancements | melissa galla Benefits of Wealthscape
11:00 - 11:30 Breakout Panels 11:30 - 12:00
Redtail Feeds and Data Intake Integrations Gerry Good MISSION ROOM
Estate Planning: Retaining Your Clients for Generations Eric Grzegorski
Serving the Mass Affluent with Excellence Ben Franklin
SERVICE ROOM
VISION ROOM
Virtual Assistant Russell Maynard Kourtney Shawhan PURPOSE ROOM
12:00 - 1:00 Lunch with Corporate Sponsors & Staff 1:00 - 1:30 Financial Planning & Medicare | david packard, clu, chfc David A Packard CLU, ChFC, former owner and founder of the Packard Insurance Group, has been in the Medicare Supplement business for over 25 years. Prior to retiring in 2019, his agencies have assisted over 2000 clients with their Senior Health and/or Drug coverage. His agencies were contracted with some of the most cost effective insurance companies offering Senior Health and Drug plans. In today’s talk, Dave will be discussing why Medicare is important in financial planning, the basics of how Medicare works, and the costs involved.
Legacy
CLIENTSWith NEEDGleaner Life's new Legacy Builder program, you can build stronger relationships with community-minded 501(c)(3) charitable INSURANCE With Gleaner Life’s new Legacy Builder program you can build stronger relationships with organizations andYou’re their donors. Learn howmore to set up a legacy forLife a pool invited to learn about Gleaner SOLUTIONS? community-minded 501(c)(3) charitable organizations and their donors. Learn how to set up a of applicants using Life's innovative insurance solution. andGleaner howusing our financial solutions caninsurance be positioned legacy for a pool of applicants Gleaner Life’s innovative solution.
You’re invited to learn more about Gleaner Life and how our financialtosolutions can be positioned better serve your clients. ASH ANSWERS. CFD - 2704 South Goyer Road, Kokomo, IN 46904 With Gleanerserve Life's new Legacy Builder clients. program, you can build to better your September 25, 2019 | 9:00 am - 12:00 pm stronger relationships with community-minded 501(c)(3) charitable
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– Lunch and to follow in CFD Gym organizations their donors. Learn–how to set up a legacy for a pool
With Gleaner Life's new Legacy program, you solution. can build of applicants usingBuilder Gleaner Life's innovative insurance Attendees will be entered into a drawing for a pair of stronger relationships with community-minded 501(c)(3) charitable CFD 2704 South Goyer Road, Kokomo, IN 46904 B5 Impact Bluetooth headphones. September 25, 2019 | 9:00to am - 12:00 organizations and their donors. Learn how setpmup a legacy for a pool Lunch to follow inBrigit CFD Gym – Please RSVP for the Sales Builder– by emailing Braun and Sabrina of applicants using Gleaner Life's innovativedrawing insurance solution. Attendees will be entered into aor for a765.553.3007. pair of Edwards at brigit.sabrina@cfdinvestments.com calling
SPRING CONFERENCE AGENDA
SPRING CONFERENCE
B5 Impact Bluetooth headphones.
Please RSVP for theRoad, Sales Builder by emailingIN Brigit Braun and Sabrina CFD - 2704 South Goyer Kokomo, 46904 www.gleanerlife.org Edwards at brigit.sabrina@cfdinvestments.com or Highway calling 223, 765.553.3007. 5200 West U.S. Adrian, Michigan 49221 CLIENTS NEED September 25, 2019 | 9:00 am - 12:00 pm p 800.992.1894 | f 517.265.7745
– Lunch to follow in CFD Gym – Thursday
INSURANCE
Gleaner Life Insurance Society is domiciled inwww.gleanerlife.org Adrian, Michigan West U.S. Highway 223, Adrian, Michigan 49221 and licensed in AZ, FL,5200 IA, IL, IN, KS, KY, MI, MO, NE, OH, TN and VA.
SOLUTIONS?
p 800.992.1894 | f 517.265.7745
Attendees will be entered into a drawing for a pair of
Gleaner Life Insurance Society is domiciled in Adrian, Michigan and licensed in AZ, FL, IA, IL, IN, KS, KY, MI, MO, NE, OH, TN and VA.
ASH ANSWERS. Impact Bluetooth headphones . Faulkner Media Group | greg woodbury 1:30 B5 - 2:00
Important Enhancements to Your Digital Please RSVP for the Sales Builder by emailing Brigit Braun and Sabrina
Marketing Capabilities
How can Steve help?at brigit.sabrina@cfdinvestments.com or calling 765.553.3007. Edwards FMG continues to innovate their platform and recent enhancements provide substantially new capabilities. He can help you identify Come and learn how you can market more effectively using the newest tools in the FMG Suite platform. prospects, access technical and marketing expertise, www.gleanerlife.org 5200 West U.S. Highway 223, Adrian, Michigan 49221 and deliver solutions for all p 800.992.1894 | f 517.265.7745 of your insurance needs.
Ash Brokerage Boot Camp 2019 Incentive Program
Updates for cfd Insurance Services Powered by Ash Brokerage | 2:00September - 2:45 25, 2019 | 9:00 am - 12:00 pm Gleaner Life Insurance Society is domiciled in Adrian, Michigan and licensed in AZ, FL, IA, IL, IN, KS, KY, MI, MO, NE, OH, TN and VA.
sangeorzean , steve schankerman Presented by steve Steve Sangeorzan, Steve Schankerman, and Chad Eyrich
eed more convincing that CFD Insurance Services wants to support your usiness growth? Covering Life, Annuities, LTC, with a focus on Client Solutions,
ere are four additional incentives for you for the 2019 program: Education, Resources, and Technology.
Please RSVP forBonus this session by contacting Brigit Braun and Sabrina Edwards at How can Steve help? brigit.sabrina@cfdinvestments.com Steve Sangeorzan 25% E&O Reimbursement or $250 Business Builder Credit $25,000* He can help youthis identify Regional Vice President or calling 765.553.3007. minimum of 20 advisers to hold session prospects, access technical C: (317) 508-0633 and marketing expertise, P: (317) 775-6333 50% $50,000* TF: (866) 876-9869, ext.E&O 6333 Reimbursement or $500 Business Builder Credit and deliver solutions for all of your insurance needs. E: steve.sangeorzan@ashbrokerage.com
Requirements
2:45 - 3:00 Break
3:00 - 4:00 REG BI and CRS | steve bulloff
$75,000*
75% E&O Reimbursement or $750 Business Builder Credit and one invitation to the Ash Brokerage Fall Summit
$100,000*
100% E&O Reimbursement or $1,000 Business Builder Credit and one invitation to the Ash Brokerage Spring Summit
Production Credit is weighted by: 100% credit for target life, long-term care and disability income; 10% redit for linked benefit; 4% credit for annuity
usiness Builder credits are actual dollars invested by cfd Insurance Services to grow your fixed insurance usiness (seminars, client appreciation, lunch and learns, etc). All subject to pre-approval. Steve Sangeorzan Regional Vice President
EXAMPLE – Credit can be any combination of products $10,000 of target life premium (100%) = $10,000 production credit $300,000 linked benefit premium (10%) = $30,000 production credit + $300,000 annuity premium (4%) = $12,000 production credit
4:00 - 4:30 Breakout Panels 4:30 - 5:00 $52,000 total production credit
C: (317) 508-0633 P: (317) 775-6333 TF: (866) 876-9869, ext. 6333 E: steve.sangeorzan@ashbrokerage.com
his production credit qualifies you for 50% E&O Reimbursement or $500 Business Builder Credit.
00) 589-3000
SHBROKERAGE.COM
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Redtail Feeds and Data Intake Integrations Gerry Good MISSION ROOM
5:30 - 7:00 Dinner at CFD
Estate Planning: Retaining Your Clients for Generations Eric Grzegorski
Serving the Mass Affluent with Excellence Ben Franklin
SERVICE ROOM
VISION ROOM
Virtual Assistant Russell Maynard Kourtney Shawhan PURPOSE ROOM
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Friday 8:00 - 8:30 Breakfast & Registration 8:30 - 9:00 Technology Sessions Breakout Panels 9:00 - 9:30
Docupace Business Submission Russell Maynard Craig Malson SERVICE ROOM
Redtail Best Practices Eva Marr Retail Rep TBD VISION ROOM
Processing Best Practices Christin Clark Matt Powlen
Money Management Tools Kregg Rooze PURPOSE ROOM
MISSION ROOM
9:30 - 10:30 From Passion to Peak Performance | paul kingsman Seven Steps to Get the Money You Need, Clients You Want, and More Time to Do What You Love Combining his experience of training for 13 years for a two-minute swimming event to win an Olympic medal by only 4/100ths of a second, along with his hands-on experience as a financial advisor, Paul Kingsman will teach you how to effectively develop and apply the principles and processes needed to create a distractionproof business and succeed in a highly competitive environment.
10:30 - 11:00 Cybersecurity | matthew bahrenburg & gerry good
11:00 - 12:00 Fusion: Engaging Multi-Generational Clients | mitch issacs Executive Director, Shafer Leadership Academy
12:00 - 1:30 Lunch with Corporate Sponsors & Staff
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SPRING CONFERENCE AGENDA
Friday 2:00 - 5:00 Open House We would like to take this opportunity to say thank you for coming to Spring Conference 2020 and to encourage you to spend time with our Home Office staff, visit, ask questions, tour the office, and have an afternoon of fellowship. We look forward to spending this time with our valued advisers, assistants, and prospective team members.
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Kokomo Hotel Accommodations For Registration visit:
www.cfdinvestments.com Email or Call Brigit Braun or Sabrina Edwards 765.453.9600 brigit.sabrina@cfdinvestments.com
Hotel Info: La Quinta - 765.453.2222 Hampton - 765.455.2900 Courtyard - 765.453.0800
Creative Financial Centre® Floor Plan
Mission
Vision
Lobby
Auditorium
Kitchen
Purpose
Café
Gym
Service
Conference Room
Bullpen
The CFD companies are financial organizations dedicated to providing Financial Advisers with the necessary support, tools, techniques, quality financial products, and technologies for the achievement of their clients’ goals and objectives through a team of home office personnel committed to serving advisers in a Christ-like manner, believing you cannot push someone to the top of the mountain without getting there yourself. Advisory services are provided through Creative Financial Designs, Inc., Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a registered Broker/Dealer. Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, IN 46902 765.453.9600 Š Copyright 2020 - cfd Investments, Inc. - Kokomo, IN 46902