ECA Marketing Presents
Cracking The IUL Code II Virtual Summit - February 10-14, 2020
It's not quite Raiders of the Lost Ark, but this adventure will help you conquer the challenging IUL market in 2020 like Indiana Jones snatching a golden idol from the temple!
Learn the Secrets to Closing More Juicy IUL Cases in 2020!
If 2019 left you feeling satisfied, but underwhelmed by your results and you know you can do even more, Cracking the IUL Code II Virtual Summit can set you up for the success you deserve in 2020.
During the Virtual Summit...
You will discover the secret to transforming uncertainty about where your next case will come from into a lifestyle practice. You'll sleep easy knowing your systems will create predictable revenue for you all year long.
Cracking the IUL Code II is an online event covering a range of topics to help you crack the code to more IUL sales, mastering both the technical aspects of IUL with a system to consistently fill your pipeline with higher target IUL.
Industry experts will get you up to speed on the latest in the IUL market. An MDRT Top of the Table IUL rock star will share his proprietary system for building a business that gives you:
- Time Freedom
-
A lifestyle your competition will envy
-
The right message to aim at your ideal client prospects…and get them engaged now
-
The proven way to attract motivated and responsive prospects for IUL
-
A proprietary planning strategy & approach that differentiates you from the competition
-
A system to transform your pipeline from a dripping faucet to overflowing with the quality and volume of cases you can only dream of today
-
A chance to be personally mentored by a perennial MDRT Top of The Table producer on how to use his proprietary marketing machine to drive explosive growth in your production in 2020
See Why You Need to Attend This Insider Event
MondayWhy IUL? The Swiss Army Knife of Financial Products
10:00- The IUL Adventure Begins- Summit Intoduction
10:30- Taxes, Taxes, Taxes- Using the 3 Buckets of Control and How IUL Fits into a financial plan, The Secure Act Unleashes IUL Opportunity
11:00- Retirement, College Planning, Private Banking- How IUL Income Changes the Game: John Hancock
TuesdayIUL The Big Picture - The Rapid Growth of the IUL Market for Income and Tax Control
10:00- Is IUL only for Accumulation and Income? It’s Also for Guaranteed Protection
10:30- IUL Has Living Benefits? IUL Can Be Non-Qualified or Qualified?: LSW
11:00- When Underwriting Gets in the Way- The Industry Trend Accelerated UW Programs
WednesdayThe Ultimate IUL Selling Machine
10:00- Unraveling the Confusion - Optimized Indexed Crediting Methods and Allocations: Allianz
10:30- The Ultimate IUL Selling Machine – The Selling Secrets of an MDRT Top Of The Table Rock Star
11:00- An Offer You Can’t Refuse
ThursdayIt's Just Technical - Essential Knowledge for High Credibility Selling
10:00- AG 49 Guidelines - What is That? How Does It Impact Me and My Client?: North American
10:30- Stress Testing IUL Design – Monte Carlo Simulations and Building Resilience for Poor Sequence of Return
11:00- How To Select the Best IUL for Your Client
Bonus Day - Friday: Revealing little known secrets of the Top of the Table
10:00- The Multiplier Effect-Is it the Best Thing Since Sliced Bread or Smoke and Mirrors?: Pacific Life
10:30- The Ultimate Tax Qualified Distribution Solution
11:00- The Ultimate Tax Shelter for Business Owners
11:30- Summit Closing
Now is the time to launch into 2020 with a powerful, proven approach to your IUL marketing. Only 1000 seats are available for this blockbuster summit - so register today to secure your seat. Click the button below to learn more and register today!
Your Chance to Win
All attendees will be entered into a drawing for an Apple iPad. One entry for each session you attend in full. Drawing will be held live on Facebook. Click here to like our Facebook page and get notified of the live drawing.
Meet Your Summit Presenters!
Live Sessions with National Leaders In Life
David McKnight- MDRT Top of the Table Over the past 20 years David has put thousands of Americans on the road to the zero percent tax bracket. He has been featured in Forbes, USA Today, The New York Times, Fox Business, Bloomberg Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, Nasdaq.com, Reuters, Kiplinger’s, Investor’s Business Daily and numerous other national publications. His bestselling book The Power of Zero has sold over 200,000 copies. In 2019 The Power of Zero was ranked as the #9 best financial resource in the country by Forbes Magazine.
Over the past 20 years David has put thousands of Americans on the road to the zero percent tax bracket. He has been featured in Forbes, USA Today, The New York Times, Fox Business, Bloomberg Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, Nasdaq.com, Reuters, Kiplinger’s, Investor’s Business Daily and numerous other national publications. His bestselling book The Power of Zero has sold over 200,000 copies. In 2019 The Power of Zero was ranked as the #9 best financial resource in the country by Forbes Magazine.
Bryan Setzler- MDRT Top of the Table
Bryan began his carrier as an advisor in 1990. Bryan has designed several life insurance sales platforms including 2010’s AlTERMative, the industry’s first partial premium finance strategy with AXA, and most recently, SOLI, the industry’s lowest cost, best performing permanent insurance strategy.
Mary Read- Author, CPC, CPFA, QPA
Mary has more than 30 years of experience designing and establishing qualified plans for closely held businesses. Read is a frequent speaker and contributor to financial industry publications, teaches pension classes for financial professionals of major financial institutions, and has been a featured speaker at national meetings for the Society of Financial Service Professionals, the Association for Advanced Underwriting (AALU), LIMRA, Million Dollar Round Table (MDRT) and the Form 400.
Jim Hiza- Author, CPA
Jim Hiza educates small business owners and CPA's about the tax deductions and benefits of qualified plans, especially IRC § 412(e)(3) fully insured plans. Additionally, he educates CPA's, closely-held business owners, tax attorneys and estate planning attorneys on strategies within the IRS Safe Harbor provisions that can reduce taxes, increase benefits and eliminate RMDs from qualified accounts. Previously, Mr. Hiza spent 20+ years helping individuals, families and institutions with financial planning and investment management.
Joe Spillman- President of ECA MarketingJoe Spillman has been a featured speaker at numerous industry and agent events throughout the country. He has addressed thousands of agents on positioning sales and marketing ideas. He also sits on the advisory council board for Old Mutual, the Great American Leadership Council, the ING Advisory Council, and participates on the NFP Life Brokerage Board.
Joe Spillman has been a featured speaker at numerous industry and agent events throughout the country. He has addressed thousands of agents on positioning sales and marketing ideas. He also sits on the advisory council board for Old Mutual, the Great American Leadership Council, the ING Advisory Council, and participates on the NFP Life Brokerage Board.
Todd Petit- AVP Advanced & Specialty Markets at Allianz Todd’s leadership style encourages collaboration and he is known for building talent,” said West. “His solid industry knowledge and actuarial expertise combined with his ability to deepen relationships have been integral to Allianz Life’s success in bringing new life insurance products to market. He was responsible for designing an industry leading IUL, the LifePro+.
Randy D. Shaull- FSA, MAAA
Randy is Associate Vice President & Field Liaison of Product Development for North American Company for Life & Health Insurance. In his role, Randy is responsible for driving forward decisions on new product ideas as well as product calendar delivery. He advises Marketing on communication involving actuarial guidelines and NAIC regulations that affect product design and pricing. Outside of work he enjoys all outdoor activities, loves to water ski, and go boating with his family.
Matthew Fitzpatrick- CFP, CLU, ChFC
Matt started in the Life Insurance industry in 2010. Matt joined John Hancock in 2013 as the Sales Support Coordinator initially supporting the New England Region. In 2016, Matt was appointed to the position of National Account Director, where he simultaneously managed two important customer relationships. After working for one of our national account relationships in a point of sale role, Matt has rejoined the John Hancock family as our Regional Vice President in the upper Mid-West.
Larry DeLegge- CEA, CSA
Larry is a leading authority in the following areas: Estate Planning, Retirement Savings, College Funding, Investment Protection and Portfolio Construction. Larry's professional designations and accomplishments include: FINRA Series 7 Securities Representative, Series 24 Registered Principal and Series 66 Securities licenses. In addition he is a Wells University Graduate and holds Life/Health insurance licenses nationwide. In 2002 Larry founded the National Society for Wealth Preservation, an organization dedicated to maximizing and retaining our client's capital.
John Church- Pacific Life Marketing Specialist
John has been a Product Marketing Specialist since March of 2014. He began his career in the life insurance industry with Pacific Life in 1998 as a New Business Services Representative. Since then he has held positions in customer service, sales support and our M team. He joined Strategic Marketing as part of the Competition Unit in 2011. John brings a vast reservoir of product knowledge from many perspectives and has considerable skills to re-energize the product marketing efforts for Pacific Life product suite across all channels.
Xan Rousselle- Key Account Executive at LSW
Holder of the following American College Designations: ChFC®, CLU®, RICP®, CFP®. A long time industry advocate for Living Benefit Life Insurance.
Jeff Thompson- VP of Life Sales, FLMI, AFSIHolder of the FLMI and AFSI Designations and developer of the Quantum Marketing System. Jeff is a Sales & Marketing Consultant to MDRT "Top of The Table" agents & ECA Marketing's Top Life Insurance Producers. He has been an independent agent since 2002, and has been in the industry for 23 years. Creator & Co-Host of Quantum Marketing Radio a sales & marketing podcast for advanced markets life agents. Jeff closed nearly $350 million of life settlement business in an 18 month period.
Ben Rowe- Director of Life Operations, Independent Underwriter
, FALUOver 20 years of experience in providing support for financial services companies, over half of that working with life insurance.
Ben has been the Director of Life Operations at ECA marketing since 2008. I lead our life new business department, manage carrier and vendor relationships, and handle all types of escalated underwriting and new business issues. In the past I have also managed our Annuity New Business team.
Over 20 years of experience in providing support for financial services companies, over half of that working with life insurance.
Ben has been the Director of Life Operations at ECA marketing since 2008. I lead our life new business department, manage carrier and vendor relationships, and handle all types of escalated underwriting and new business issues. In the past I have also managed our Annuity New Business team.
Shane Vendel- CLUShane is a 20 year Industry veteran with experience as a financial advisor in the field, and a wholesaler both at a carrier home office and ECA Marketing. Focusing on all aspects of life insurance planning, marketing and sales strategies to help clients utilize life insurance in their financial plans and family protection needs. Strategies include: wealth transfer, supplemental retirement planning, estate planning, business planning and family protection.
Louie Hillman- Sr. Life Marketing ConsultantLouie loves being able to show independent advisors how to double (or more) their life insurance revenue and build a lifestyle practice. Specializing in Advanced Life Insurance Concepts bringing unique value to clients and helping advisors separate themselves from their competition. Louie has earned recognition as ECA Marketing's top life insurance marketer in 2015, 2017 & 2018. Co-Host of Quantum Marketing Radio a sales & marketing podcast for advanced markets life agents.
Don Tiegs- Sr. Life Marketing ConsultantDon has over 13 years of experience both in the field as an agent and as a life insurance wholesaler. Don's agent sold the single largest target life case at ECA Marketing in 2019.
Register Today!
-
Proprietary strategies to sell more IUL in 2020
-
Comprehensive technical training
-
Special offers for all attendees
Valued at $497
Register Now For Free
IUL is the fastest growing segment of the individual Life Insurance Market
- Fox Business
Frequently Asked Questions
How do I access the summit?
After registering you will receive an email from GoToWebinar. This email will contain the link to the webinar and your code to sign-in.
Why should I attend the summit?
Agents and Advisors looking to increase their production in 2020 will get access a range of technical IUL topics. In addition they will receive the latest strategies and marketing methods for attracting motivated IUL prospects.
What if I miss a session?
Cracking the IUL Code is a live event, and we encourage you to attend every session of interest. An on-demand version of the summit may be available in the future.
What are the dates of the event?
The event will be held on February 10-14th, 2020.
Join 1,000 Advisors At Cracking the IUL Code 2020
Set Yourself Apart From The Pack in 2020 With Help From Our Featured Experts.
Thank You To Our Carrier Sponsors!
ECA Marketing 2020 // All Rights Reserved