Call 877-336-7782 Ask for Jolin. Early Bird Special will Save You $152.00. We do Accept Visa or Mastercard. *Go to About the EARLY BIRD Special to the right of this for details.
This year the National Sales Conference for the Funeral Trust
will be in Milwaukee, Wisconsin across the street from the
Wyndham Airport Hotel and Conference Center - Across the Street from the airport.
There is a shuttle service from Airport to the Hotel. No need to rent a car for this event.
This Year the Funeral Trust Conference will be much more than a Funeral Trust Conference. It's a Senior Market Expo
Register Today For the Early Bird Special...Save $152.00. To get the Early Bird Special, you must register before April 15th. Call Jolin at 877-336-7782 to make reservations - Master Card or Visa is accepted.
A very special welcome to our 10 corporate sponsors for this event
A-Z Annuity Brokerage Firm - Kevin Wedmore
Unity Financial Life Insurance Company - Jay Hardy
Delott & Associates - Steve Delott
Krause Financial Services - Dale Krause
Delco Brokerage Services - Michael K. O'Dell
Complete Solutions - Scott Leonardi - President
NGl - Carl Wackerle
Fidelis Funeral Consultants - Darren Malone
Royal Metals Group - John Clark
We have over 20 Nationally known speakers at this conference including
Elder Law Attorney Dale Krause,
discussing the New rules on Medicaid planning with annuities. You will not want to miss this presentation. Dale's expertise is helping insurance agents and planners to be compliance when doing Medicaid annuity planning. He will be explaining the NEW RULES pertaining the use of annuities in Medicaid planning. Dale is the Pioneer of Medicaid Compliant Annuities.
Michael K. O'Dell known as the funeral trust GURU will be speaking on the funeral trust and Estate trust. He will be sharing some unique concepts using the funeral trust for Medicaid Spend-down cases. This planning must be done properly and according to Medicaid Guidelines.
Michael is also the CEO/President of National Sales at Delco Brokerage Services. A National distributor of Funeral Trust Products.
Jay Hardy - Vice President of Unity Financial Life Insurance Company that is based in Cincinnati, Ohio. Unity Financial Life Insurance Company is the FASTEST GROWING preneed/funeral trust company in the United States. Jay is part owner in Unity Financial Life Insurance Company. Unity offers the most competitive Single Premium funeral trust in the country. NO HEALTH QUESTIONS...ONE PAGE APPLICATION...GREAT COMPENSATION
Russell LaAsmar - President / CEO - Producer's WealthSpring - A National marketing firm for funeral trusts and Annuities. Producer WealthSpring has formed a relationship with Delco marketing annuities and funeral trusts.
Kevin Wedmore - Kevin is one of the most sought after professional in VA & Attendance for Veterans. After over 30 years in Medicaid planning and VA planning, agents from around the country attend Kevin's workshops on VA & Attendance Planning for Veterans. Kevin is the President and CEO of A-Z Annuity Brokerage - A National Brokerage firm based in Indianapolis, Indiana.
Karl Dovnik, Jr.- Nationally known Elder Law Attorney on Medicaid Planning and funeral trusts. Karl was instrumental in development of our funeral trust product with Unity Financial Life Insurance Company. Karl is also on the staff of our national sales office at Delco Brokerage Services.
Mark Esposito - National Sales Director for our national sales office for the funeral trust. Mark will be the acting master of ceremonies of our national sale conference. Mark has a 29 year background working with large IMO and FMO organizations across the United States.
Mark is a corporate officer with our national sales office.
Romeo Raabe - Known as the "LONG TERM CARE GUY" and he networks with financial planners and insurance agents across the United States assisting them with long term care insurance.
Romeo teaches CE courses in the state of Wisconsin and is one of the authorities on Long Term Care Planning. He has helped many agents place long term care business with many insurance carriers since 1988.
John Clark - President and CEO of RMG based in Bettendorf, Iowa. John will be sharing the opportunity to market SILVER AND GOLD to your clients. How to fund IRA and 401k accounts with actual physical Gold and Silver. This opportunity could increase your annual income by over 150K per year. Everyone is looking at the precious metals as a hedge. Help your clients diversify their assets into gold and silver.
Dale G. Froehlich - I'll teach anyone how they can make an extra 7K monthly marketing the funeral trust to their senior clients. It's easy and simple to do! Dale should know because he is one of the top producing agents in the country on Funeral Trusts. You will not want to miss his presentation on funeral Trusts and how to have more appointments that you can handle.
Steve Delott - President/CEO of Delott and Associates. Steve has been featured on several national magazine covers and has been one of the top annuity producers in the United States. Steve will be teaching how to "Double Your Annuity Sales" in 2012 with his marketing system. Don't miss this presentation !
Larry Weiss - Top National Producer with the Funerl Trust Product. Larry currently leads the nation with funeral trust sales for 2012. He has consistently lead the pack for funeral trust sales. Larry networks with an Elder Law Attorney doing estate and Medicaid planning seminars.
Darren Malone - President/CEO of Fidelis Funeral Consultants. Darren provides "Goods and Services" for states that require them. Many states today require a Goods and Service statement with the funeral trust to be Medicaid Exempt. We now have nine states that require them. When doing a Medicaid spend-down funding funeral trusts for children, Goods and Service statements are required in all states. Darren has been a funeral director for over 28 years and is an expert in funeral trust planning. This is a must attend session!
Harold Lustig - Best Selling Author - Just released Book " Naked in the Nursing Home". Just released in the last few months. Already a BEST SELLER in the Book Stores. Harold lives in California and has been in the Medicaid and Estate Planning Business for many years. Harold will be one of our featured speakers at this conference.
Top Selling Author - Harold Lustig - This book should be used with every client. An easy to read book for the agent and the client. Use it as a text book on Medicaid Planning.
There is a great section in this book on funeral trusts.
This book will be available at the conference. If you register for the conference before April 1st, You get this book free.
Price: $ 14.95 each
Candie Feurstein - Vice President and Corporate Officer of Delco Brokerage Services a division of Delco Estate Planning Services, LLC based in Elkhorn, Wisconsin. Candie brings over 20 years of banking and financial services to our company. She has been instrumental in daily operations at our national sales office based in Wisconsin.
Jeff Szulczewski - is one of our top producers for 2012. Jeff has his offices in the Racine, Wisconsin area. He has been in the financial service business for many years. Recently, he discovered the funeral trust and has done a great job for us. Jeff will be speaking on how easy this business is.
Scott Leonardi - President of Complete Solutions based in Cincinnati, Ohio area. His company is a national marketing company working with agents across the United States.
Complete Solutions markets Funeral and Estate Trusts through our national marketing network of agents.
Carl Wackerle is the National Sales Manager for National Guardian Life. NGL offers funeral and estate trust products. Carl will be sharing NGL's funeral trust products that now include the Multi Pay funeral trust products.