Fall SUMMIT
9/29 - 10/01
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About the Event
* We Pay Your Airfare & Hotel
Come Enjoy Some of the Best FIA, IUL, & AUM Training in the Nation
Discover a proven way to present annuities that eliminates nearly all objections. Plus, learn how to sell dollars for pennies with creative life insurance illustrations and see how we can seamlessly become an extension of your back office.
Unlock Endless Ways to Scale Your Business! Whether you’re focused on growing your personal practice, wanting to build an agency, or ready to step into the CEO role of your established business, hear how we guide you every step of the way.
Learn Ways To Scale Your Business
Founder & 250M Advisor, Karlan Tucker
Karlan will show you how to double your income working four days per week. A mindset shifting session from someone who has built lasting success.
hear our all-new, LIVE, 35-minute FIA seminar
Presented by Brad S., our professional seminar coach, who can be booked to deliver your seminar. You’ll learn how a shorter, more powerful presentation is so effective.
See How to Use Our 1-Page 11 x 17 Empowering Retirement Income Plan
Presented LIVE by special guest, Darren P., one of our annual $20M producers.
Meet Steve K., our Tucker Financial Business Coach!
- Paid for by Tucker Financial Group
- Steve interviews you to learn about you and your practice
- Creates a business plan to empower your business & income
- Coaches you to implement his insightful personalized plan
Meet Our Expert Business Partnership Team!
Discover how our talented support team—including specialists in annuities, life insurance, marketing & branding, business coaching, compliance, and investments (Series 65) —helps drive advisor success.
Founder & 250M Advisor, Karlan Tucker
Karlan will show you how to double your income working four days per week. A mindset shifting session from someone who has built lasting success.
hear our all-new, LIVE, 35-minute FIA seminar
Presented by Brad S., our professional seminar coach, who can be booked to deliver your seminar. You’ll learn how a shorter, more powerful presentation is so effective.
See How to Use Our 1-Page 11 x 17 Empowering Retirement Income Plan
Presented LIVE by special guest, Darren P., one of our annual $20M producers.
Meet Steve K., our Tucker Financial Business Coach!
- Paid for by Tucker Financial Group
- Steve interviews you to learn about you and your practice
- Creates a business plan to empower your business & income
- Coaches you to implement his insightful personalized plan
Meet Our Expert Business Partnership Team!
Discover how our talented support team—including specialists in annuities, life insurance, marketing & branding, business coaching, compliance, and investments (Series 65) —helps drive advisor success.
Join Other Top FIA , IUL, & AUM Producers
for memorable
Mile High Moments
Meet $2 Million to $500 Million in annual sales Business Owners!
Where who you know may become more important than what you know!
Three Day Agenda
Monday, September 29
Advisors Check-in
Stop by our check-in table in the lobby to say hello and get your event materials.
Networking Dinner at Tom’s Watch Bar
Join us across the street in McGregor Square and get to know fellow advisors and staff.
Tuesday, September 30
Breakfast, Wynkoop Terrace, Third Floor
Welcome from Jason Lechuga, CEO, Tucker Advisors
Turning Vision into Victory with Karlan Tucker, $250 Million Producer
Karlan Tucker $250 million producer, founder Tucker Financial Group. Karlan will show
you how to double your income working four days per week. A mindset shifting session
from someone who has built lasting success.
Simplify, Support, Sell: The Power of Your Back Office
Our VPs of Sales bring decades of experience to one goal: making your job easier. Discover how our team simplifies complex strategies behind the scenes so you can deliver confident, seamless presentations—and why that support is driving record-breaking FIA sales.
Crawl / Walk / Run / Leap: Building a Brand That Grows With You
From building your brand to mastering multi-channel marketing, our expert team shares how consistent, full-service support helps advisors grow with confidence. Hear real strategies behind top-performing campaigns—and learn how to apply them to fuel lasting success in your practice.
Life/LTCI, Advanced Life Insurance, Premium Finance & Estate Strategies
Explore how offering Life/LTCI creates hundreds of thousands in commissions annually
without spending anything on marketing. Explore high impact strategies that help
grow your business while elevating your clients’ retirement plans. Learn how premium
finance and estate planning can open new opportunities in today’s evolving market.
Watch our Live Seminar Responsible for Hundreds of Millions in FIA/AUM Sales
Presented by Brad who averages 70% booked into appointments. We call him seminar
insurance because he insures results.
Taking Next Steps for Growth. Hear From our Professional Business Coach
Our professional business coach will provide a customized plan to scale up your
business to profitable levels never before reached.
Let’s Have Some Fun – Objection Battle!
The objection battle that provides the best answers to every objection you’ve ever
heard for annuities and AUM. This will be fun!
Wednesday, October 1
Welcome from Jason Lechuga, CEO, Tucker Advisors
Economic & Market Outlook: An Expert’s Take
Hear where the economy is headed, what’s driving the markets, and how to turn
insight into action. Walk away with clarity, confidence, and a smarter perspective
for guiding your clients forward.
Client Interview Process & The Power of the 1-Page Retirement Plan
Experience the client interview through the eyes of a top producer and see how trust
is built from the start. Learn how a clear, one-page plan turns that first meeting into
a confident step toward lasting relationships and stronger conversions.
Next Steps
Closing Remarks
Fall summit qualifications
You must meet qualifications to attend and for Tucker to cover costs. Tucker Financial Group will pay for your hotel and up to $500 in airfare if you have a minimum of $3m in AUM, sold a minimum of $1 million in FIAs or sold a minimum of $50k in target IUL premium in the last year.
Reasons to Join Tucker
Film a 30-second Ad or a 2- to 6-Minute TV Infomercial
Using Our In-Office Recording Studio
Take advantage of our professional recording studio,
with a top-notch production team, to help create social media
& TV ads for your business.
Tucker’s professional TV anchor, Ashley Ryan
Celebritize Your Brand
Learn how we can celebritize your brand and instantly boost your credibility and become the go-to advisor in your area.
Participate In Our Retire Happy Hour Talk Show
or Be Highlighted in Kiplinger’s Magazine
Instantly boost your credibility and become a celebrity
in your area by being a guest on Tucker’s exclusive
“Retire Happy Hour,” which airs on major networks.
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