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Webinar - Three Strategies to Lift Your Retirement Sales in 2020
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Webinar - Three Strategies to Lift Your Retirement Sales in 2020

This webinar will discuss retirement income strategies for your clients.

12/3/2019
When: Tuesday, December 3, 2019
12:00 - 1:00 PM ET
Where: Online Webinar
United States
Presenter: Mike McGlothlin, CFP, CLU, ChFC, LUTCF
Contact: Member Services
800.392.6900


Online registration is closed.
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Three Strategies to Lift Your Retirement Sales in 2020

 

Program Overview

Today’s economic environment makes it difficult to plan for an uncertain time frame when it comes to retirement income planning. Low interest rates translate to additional capital needed to fund the client’s retirement with not enough time to save. At the same time, our message continues to get lost in the complexities of planning and disclosure. In 2020 and beyond, you must have a clear message about what you deliver to your target audience with concise and easy-to-understand ideas that make retirement planning simple. In doing so, you grow your business, attract quality clients, and remain relevant in the largest shift from the workforce the United States has seen.

 

 

Attendees will learn:

  • One simple strategy to leverage Social Security and generate sales in 2020

  • A concept to transfer family wealth and create an introduction to the next two generations

  • How to generate more retirement with less assets and create more value in your business

  

Featured Speaker:

Mike McGlothlin, CLU, ChFC, CFP, LUTCF is a team leader, retirement industry activist, best-selling author and disciple of Indiana Hoosier basketball. As executive vice president of retirement products at Ash Brokerage, he heads a team providing income planning solutions focused on longevity and efficiency. He also provides guidance and assistance for advisors and broker-dealers navigating marketplace and regulatory changes. With 25 years of industry experience, Mike is a sought-after writer and speaker focused on helping advisors bring true value to their business. He became a certified Go-Giver coach and speaker so he could share the Five Laws of Stratospheric Success and show others how the philosophy could change their work and life. He's also a certified StoryBrand guide, helping advisors find results from their marketing efforts. Mike's web series, “Winning Strategies,” provides insight and motivation for financial advisors in many forms - blogs, videos, a podcast, and more. His blogs haven been turned into two books,, “Above the Clouds … Winning Strategies from 30,000 Feet” and "Winning Strategies: The New Rules for Retirement Planning."  His third book, "Free Throws for Financial Professionals" was published in October 2018 and made the Amazon best-seller list. Mike is a graduate of the Kelley School of Business at Indiana University, where he majored in business economics, public policy, and business analysis. In addition to his Indiana life and health insurance license, he has active Series 6, 26 and 63 registrations. He remains active with many professional associations and currently serves on the executive committee for the Society of Financial Service Professionals.

 

Educational Level

Intermediate

 

CE Credits

There are no CE credits available for this webinar. 

 

Registration Fee (includes live event, PowerPoint, and access to the archived program)

FSP Premier Members FSP Members Non Members
  INCLUDED* INCLUDED* $159.00

 

* FSP Members still need to register as usual.

Not an FSP Member? Join now and get ALL webinars for free.

 

Registration Options

  • Register online by selecting the "Register" button above.
  • Call our Member Services department at 800-392-6900, Monday–Friday, 9:00 a.m. – 4:00 p.m. ET
  • Refund Policy

 

Program Material

Upon registration, you will receive instructions via e-mail on how to participate in the program. The e-mail will also include instructions for downloading the PowerPoint presentation.

 

How Webinars Work

All you need to participate in a webinar is a computer with Internet access to view the live presentation. For the audio portion, you have the option of listening to the program through your computer's speakers (VOIP) or through the telephone. If you prefer not to view the Web presentation, you have the option to listen only over the phone.

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Program Archive

This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar. 

Can't attend the live webinar? Register anyway and you will automatically be sent the link to the recording.

The recording will also be accessible by all FSP members in the Member Resources area of the Website within 24 hours of the webinar.

The recording will include both the audio portion and PowerPoint slides.

 

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