Register for our next Summit and discover how you can conduct a no-food seminar and book up to 80% of the room into qualified appointments.
Learn from the experts:
Dr. Laurence Kotlikoff, Professor, Boston University
Dr. Kotlikoff is a William Fairfield Warren Professor at Boston University, a Professor of Economics at Boston University, a Fellow of the American Academy of Arts and Sciences, a Fellow of the Econometric Society, a Research Associate of the National Bureau of Economic Research, and President of Economic Security Planning, Inc., a company specializing in financial planning software. An active columnist, Professor Kotlikoff’s columns and blogs appear in the Financial Times, Bloomberg, Forbes, Vox, the Economist, the Wall Street Journal, Yahoo.com, PBS, and the Huffington Post. Professor Kotlikoff received his B.A. in Economics from the University of Pennsylvania in 1973 and his Ph.D. in Economics from Harvard University in 1977.
Karlan Tucker, CEO
Building his business from the ground up, Karlan turned his thriving personal practice into one of the most successful national marketing organizations in the industry. Throughout his 30-year career, Karlan has personally sold more than $100 million in Life Insurance, Long-Term Care, and Indexed Annuities. He has met with thousands of Baby Boomers and attracted high-profile clients that include Professor David Babbel, Marshall Goldsmith and Brian Tracy.
Steve Kubick, General Manager of Smarter Retirement Strategies
Steve has been employed by, consulted to, and sold into Fortune 50 global IT departments. His international sales, sales management and sales training experience has been leveraged over the past year to position Smarter Retirement Strategies as the industry leader in digital marketing and IT services to the independent advisor. As a result, Smarter Retirement Strategies is able to provide IT systems and services to independent advisors that are normally only available to large corporate advisors.
Steve is also a licensed insurance producer, and has both an MBA and BS in Computer Science from the University of Montana.
Morgan Hill, $10 Million Producer: FIA and Managed Money
Morgan Hill is president and owner of Hill & Hill Financial, LLC, a Wealth Preservation and Distribution firm. He and his team service clients throughout Georgia, Tennessee, Florida and North Carolina.
Before founding Hill & Hill Financial, LLC, Morgan spent his career as an executive with a number of Fortune 500® companies. Morgan’s genuine passion to help people protect their wealth and pass it successfully to their loved ones is apparent from the moment you meet him. His credentials and education, as well as his comprehensive focus on issues that affect investors, make him a unique, well-respected, and trusted financial advisor.