Retirement & Advanced Markets
Elevate & Empower programs. Who & How to refer. Indexed Universal Life & Annuity basics.
Retirement 101
Meet the Retirement Team
Elevate & Empower Programs
On Track Retirement Overview
The Elevate Framework
Before, During & After
The Elevate Effect
Real stories from agents who are successfully leveraging the Elevate Program to better serve clients while growing their own businesses.
You’ll hear how simple introductions to the retirement team can lead to:
• Deeper client relationships
• Stronger retirement planning outcomes
• Meaningful new revenue opportunities
Fuel Your Core Business with Elevate & Empower Revenue
Finance your R&R too!
The 6 Key Pillars to a Confident Retirement
Pantheon: Tax & Estate Optimization
Confidently serve business owners and affluent clients —without pitching, posturing, or pretending to be someone you’re not.
You’ll learn how to:
- Start confident, natural conversations
- Lead with value instead of a sales pitch
- Stop avoiding your highest-potential clients
Goldtree Estate Planning
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Cross-Selling:
Piecing Together The Retirement Puzzle
Dallas Keithley teaches techniques for fully serving client retirement needs.
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Indexed Universal Life (IUL) Overview
Joe Skelley introduces basic IUL concepts and processes.