Imagine an event where you could hear from top experts in your industry, learn latest best practices, and watch a live seminar that consistently generates an average of 27 appointments per month for advisors across the country, all while being treated like family. Tucker Advisors created the Advanced Selling & Closing Summit to provide advisors all the above and more, including an in-depth training from top producer Karlan Tucker on the techniques he uses to sell as much as $25 million annually in fixed indexed annuities and assets under management.

 

Take a well-deserved break from your routine and catch up on what others like you are doing in their practices. This intense, one-and-a-half day Advanced Selling & Closing Summit can provide a welcome boost to your business.  Here are just a few of the topics we will be covering: 

    Are you a retirement planner that offers FIA- and fee-based solutions?

    Imagine an event where you can hear from top experts in your industry, learn the latest best practices, and sit in a restaurant where a retirement planning seminar is performed live, right in-front of your eyes, with actual prospective clients in the room with you. You’ll witness first-hand how Tucker’s seminar platform gets more than 70% of the attending households to book voluntary appointments. Tucker Advisors created the “Advanced Selling & Closing Summit” to provide advisors all the above and more, including advanced training from top producer Karlan Tucker on the techniques he uses to sell as much as $25 million annually in fixed indexed annuities and assets under management, and in-depth training on his entire client interview process.

    THE BONUS: We will pay for your airfare, hotel, and meals as long as you qualify!

    Take a well-deserved break from your routine and catch up on what others like you are doing in their practices. This intense, one-and-a-half day Advanced Selling & Closing Summit can provide a welcome boost to your business. Here are just a few of the topics we will be covering:

    Double your income without increasing your marketing budget!
    Learn how Karlan Tucker more than doubles the average annuity sale with a proven appointment process.  Karlan’s open-book philosophy will leave no questions unanswered. 

    You don’t give your clients “one-size-fits-all” service, neither should your FMO. 
    Find out how Chief Marketing Officer Justin Woodbury and his team have helped hundreds of top retirement planner’s practices with their unique, personalized approach to marketing.

    Struggling to overcome objections? 
    You will love our “Stump the Chump” session, where you’ll hear how a top advisor overcomes the most common objections that we as retirement planners hear today. 

    Are you an insurance-only producer simply focusing on FIAs? 
    Great! Karlan Tucker has recently revamped his famous “15-Minute Annuity Presentation.” This presentation has helped hundreds of advisors write billions in FIA production.

    Hear directly from some of the best product and case design experts in the industry. There are over 200 FIAs to offer a client in today’s marketplace. This team of experts help put together hundreds of cases a month. They will share with you how they make an advisor’s life much easier when it comes to choosing the right product and case design.

    Are you a fee producer? 
    Learn how to effectively overcome the fee objection and beat most every competitors’ fees out there. Once clients hear this, fees no longer become an issue!

    46% returns in 2020!
    Hear directly from the man who is partially responsible for doubling Tucker Asset Management’s AUM just last year alone! Lloyd Domingos and his team will also teach you all about Tucker Asset Management’s proprietary managed money platforms that performed as high as 46% in 2020, and how they are aligned with safe money concepts that a fixed indexed annuity provides—the perfect combination for clients wanting the best out of their retirement.   

    When it comes to marketing, the advisor with the best image wins
    Find out which high-impact branding tools Tucker is leveraging for their advisors.

    This Advanced Selling & Closing Summit represents one of the few industry opportunities to sharpen your closing skills, learn how to become a dominate force in your area, and perhaps even transform your practice. You’ll see how full-practice support and marketing can make a difference in advisory practices.

    FEATURED SPEAKERS

    Karlan Tucker, Founder

    Starting from the bottom, Karlan was born and raised on a dairy farm in the poorest county in Michigan, his childhood memories mostly of weeds and work. As a boy, it was a life he loved, but it was not without difficulty and hardship for his family. When Karlan was 16, his father’s failing health forced their move to Arizona for a much-needed change of climate. The family farm in Michigan was sold, thus creating, for the first time, a modest nest egg for his parents. Karlan’s father eventually succumbed to his long battle with Chronic Farmer’s Lung, an incurable respiratory disease that literally took his breath away. Karlan began looking after his mother’s affairs, including her financial well-being and retirement savings. It was a big responsibility with real consequences. Karlan knew his mother would never be able to go back and re-earn the money if he made a mistake or took too much risk. With his very first client, Karlan’s investment mantra became a version of Warren Buffet’s Rule # 1: “Don’t Lose Mom’s Money!”continue reading

    An investing obligation soon grew into a career, as Karlan carefully applied Rule #1 in helping others grow and protect their hard-earned savings.He formed his first financial services business in 1988, specializing in Long Term Care Insurance and Medicare Supplements. This business quickly grew into Karlan Tucker & Associates (later renamed Tucker Financial), a full-scale retirement planning team. For the past 30 years, Karlan has helped over 5,000 retirees prepare for a successful retirement. So many of his clients have been just like Mom and Dad, ready to retire, sitting on a pile of hard-earned cash and just not sure how to make it last for multiple decades. That’s why the focus of Tucker Financial has not strayed from Rule #1, striving to provide secure income and peace of mind at the core of each retirement plan.

    Striving to be an appreciating asset, Karlan has never slowed his learning. Some of his many ongoing associations include Ed Slott’s IRA Advisory Group, Harvard’s Executive MBA Program, The Aileron Institute in Dayton, Strategic Coach in Toronto and The Genius Network in Phoenix. With all this, books are still Karlan’s favorite teacher, as he’s read over 800 books on retirement, money management and investing. Karlan is co-author with Brian Tracy in Tracy’s new book, Success in the New Economy.

    Karlan and his wife Angela live in Columbine Valley. While raising three children and building a business, they’ve transformed a dilapidated horse property into a beautiful mountain estate. Now with an empty nest, they stay busy with church involvement, business coaching and beautiful landscaping. In 2005, Karlan and Angela helped form Impact Global Outreach, a non-profit organization that provides community development, education and orphanages in Southeast Asia.

    Justin Woodbury, Chief Marketing Officer

    Justin was born and raised in Ann Arbor, Michigan. He moved to Colorado in 2010 and shortly thereafter began working as a marketing assistant with Tucker Advisors. Since then, he has worked with advisors in all aspects of technology and marketing. Before his promotion to Chief Marketing Officer, Justin served as Tucker’s Director of Advisor Marketing.

    Justin has always appreciated that Tucker offers the same marketing tools of a corporate conglomerate, but retains its boutique, family-owned atmosphere.

    “Not a day goes by that I don’t talk with an advisor,” said Justin. “I have an awesome team, but I still make it my personal mission to work with advisors one on one and help them with their marketing. My passion is helping advisors get in front of clients, and not just with a one-size-fits all method, but with a customized approach that meets the advisor’s specific needs.”

    In his free time, Justin enjoys camping, scuba diving and staying involved with his church. He especially enjoys spending time with his wife Emily and their two children, Jackson and Juliet.

     

    Lloyd Domingos, Director of Operations, Tucker Asset Management

    Lloyd and his family moved to Colorado in 1991. He worked for Fireman’s Fund Insurance for 13 years and joined Tucker in 2001. From 2003 to 2009, he worked for US Bank, and returned to Tucker in 2009.

    Lloyd is the Director of Operations for Tucker Asset Management, the Registered Investment Advisor firm within the Tucker umbrella of companies. Lloyd performs many different daily tasks at Tucker, but one of his most important is monitoring the funds and stocks that Tucker makes available to its clientele.

    “I like seeing our clients enjoy the tremendous upside of the market, while still having downside protection, or a floor, which protects their principal,” said Lloyd.

    Lloyd and his wife Debby have been married since 1984 and have two sons, both of whom are married now. They have two grandsons and a third grandson is on the way. Lloyd is an Elder at Highlands Baptist Church and is active in the church’s music ministry. He enjoys long-distance running (about 25 miles per week), and following all of Colorado’s teams in the four major sports.