Begin 2021 on a very positive note by watching a replay of Tucker Advisory Group’s virtual Super Conference XVI: Starting Fresh in 2021.” This conference focused on moving forward in the new year with the very latest best practices, strategies and tools that can help you maximize your practice.

Our sales division at Tucker allows us to develop strategies that are tested in the market, such as Karlan Tucker’s most recent sales method (which he used to sell over $10 million just in the month of November). We believe in leading
by example. Whether you need help with integrated marketing, closing sales, social media, managed money or a host of other session topics, we show what we’ve found to work in the market. Enjoy this limited replay.

(For Financial Professional Use Only. NOT INTENDED FOR VIEWING OR DISTRIBUTION TO THE PUBLIC. Insurance-only agents are not licensed to offer investment advice.)

Day One Replay
(For Financial Professional Use Only. NOT INTENDED FOR VIEWING OR DISTRIBUTION TO THE PUBLIC. Insurance-only agents are not licensed to offer investment advice.)

10:00 am
Welcome – Strap on Your Seatbelts!
Jason Lechuga, host and Chief Operating Officer, kicks off the event.

10:05 am
$11M Written in 46 Days!
Top advisor, Karlan Tucker describes in detail exactly how he did it, and how you can use the same process.  

11:00 am
Is Your Marketing Foundation Solid?
Taking a closer look at seminars, referrals & other legacy marketing strategies.  

Topics Include:

  • Crawl, Walk, Run…
    How to avoid the one mistake most advisors make in their marketing strategy.
  • Showing Appreciation Brings You More Sales
    The latest event ideas including the all-important client appreciation event.

12:00 pm
What Does Tucker Do for Advisors?
Learn what we provide advisors, and how we can help transform your practice.

12:30 pm
Your CRM Needs to Work for You in 2021!
Your customer relationship management system should be working for you on auto-pilot. 

1:00 pm
Need Help Training Your Staff?
Whether you are on your first or your tenth team member, let us help. 

1:15 pm
Mastering Karlan’s 15-minute Annuity Presentation
The updated FIA client presentation that has been used to move hundreds of millions of annuity premium–a must attend for insurance licensed professionals.

1:45 pm
Top Advisors Tell All!
How on earth did this small group of advisors write more than $100,000,000 in a pandemic year? Hear directly from them with LIVE Q&A!

Day Two Replay

10:00 am
Digital Marketing vs. Digital Marketing Strategy
Knowing the difference could mean extra cash in your pocket

Topics Include:

  • Live Social Media Posting
    The do’s and don’ts of social media.
  • Every Prospect Will Look You Up!
    With 3.5 billion searches on Google per day, it’s a must that you have a solid online presence in 2021.
  • From Brand Awareness to Lead Generation
    Experts in digital marketing will show you how to turn top of the funnel leads into bottom of the funnel sales.
  • Leave Them Wanting More
    Sending prospects emails with hooks.
  • Turning Online Leads into Cash
    Best practices for online leads.

11:45 am
What Tucker Does For Advisors: Seminars
Learn how we help advisors generate leads through hosting successful seminars.

12:00 pm
Video Marketing & Expert Marketing Panel Q&A
Tune in to see how we can bring powerful video to your brand. Also, learn from our Marketing Experts with LIVE Q&A!

1:00 pm
The Hottest Products in the Market Right Now
Expert business developers and case design specialists will tell you what the hottest products in the industry are today.

1:45 pm
Don’t Be a Stumped Chump
Join us live as top advisors, Karlan Tucker and Darren Petty overcome the top client objections (with emphasis on COVID concerns).

Day Three Replay

10:00 am
Are You Leaving Money on the Table?
Learn about Tucker Asset Management’s system and their abundant recent growth.

10:30 am
How Tucker’s Proprietary Models Are Outperforming the Market
See how Tucker Asset Management’s portfolios are making a difference.

11:00 am
After a Year Like 2020, Are You Prepared for 2021?
Taiber Kosmala’s managing partner, Phil Kosmala, offers surprising previews of the year ahead.

12:15 pm
Cryptocurrency – What You Need to Know
Does cryptocurrency come up in your client interviews? Let us help you navigate the discussion. 

12:30 pm
What Does Tucker Do for Advisors?
Learn how we provide advisors the back office support needed to help transform your practice.

1:00 pm
Live and Uncut! The All-New Tucker Seminar 
(Please call your Business Developer for this special link)
Performed LIVE! This seminar includes 12 slides and 35 minutes of material to help you consistently book over 70% of attendees.

1:45 pm
Seminar Q&A and a Final Word
This popular session gives you the opportunity to ask any questions regarding our seminar platform.



— Founder & CEO, Tucker Financial Group

From his recent sales of over $11,000,000 in FIA and AUM in 46 days, to his success with his new 35-minute, 12-slide seminar, Founder/CEO Karlan Tucker will deliver lively and instructive sessions that you absolutely don’t want to miss.  Karlan is an open book, and will tell you exactly how he achieved these accomplishments in 2020. 

Karlan Tucker has achieved remarkable success over the past 35 years as an insurance and securities advisor, as well as an entrepreneur. He has personally sold over $250 million in Indexed Annuities, Life and AUM. His marketing organization, Tucker Advisors, and RIA Tucker Asset Management, have sold and manage billions more. He has earned American Equity’s Chairman’s Club qualifications for many years as a top-five marketing organization and top-ten personal producer, occasionally both in the same year. He continues his personal practice today, creating Retirement Income Plans for his clients and teaching his network of advisors how to follow a simple highly successful track to increase their income as well as time off.

Karlan has survived two near-death experiences with complications from open-heart surgery when he was 37, and from being accidentally shot by a friend. Karlan and his wife have three grown children and have enjoyed over 30 years of marriage. Years ago, they co-founded a 501(c)(3) with two other friends that has helped fund orphanages in Cambodia and Myanmar, as well as helping people throughout Southeast Asia with their physical and spiritual needs.


— Managing Partner of Taiber Kosmala & Associates, LLC

Phil Kosmala, managing partner of Taiber Kosmala & Associates, has been in the investment consulting industry for over 15 years. In the early 1990s, Phil spent four years with the Securities and Exchange Commission (SEC) as an auditor of money management firms and registered investment advisors, which made for a natural extension into future manager research and chief compliance officer roles.

Phil has been quoted in many national media publications and has made several appearances at various industry conferences throughout his career. Taiber Kosmala & Associates (TKA) is an independent consulting firm based in Chicago. TKA’s core investment team members average over 20 years of experience. TKA currently has over $11 Billion in assets under advisement.


— Lead by Justin Woodbury, CMO, Tucker Advisors

Without clients, you are out of a job! 2020 proved to be a tough year for many financial professionals in our industry. Our marketing landscape is ever-changing, and you need to keep up with the latest best practices. Tucker Advisors CMO and FORBES Council member Justin Woodbury and his team of experts share exciting updates to Tucker’s marketing platform, as well as discuss many important topics that will greatly affect the way you market yourself! Topics include:

  • You don’t give clients “one size fits all” service — neither should your FMO
  • Why is multi-sensory becoming so popular in 2021?  How can you take advantage of this?
  • Dissecting the Crawl, Walk, Run of marketing – DO NOT WASTE YOUR MARKETING DOLLARS before you do this…
  • In 2021, do seminars even work? Hear what the experts have to say

missy lechuga

Director of Advisor Marketing

Sam Deleo

Senior Content Specialist

Jordan Collins

Senior Digital Marketer

Len Lorentz

Senior Video Marketing Specialist

Alli Lankford

Senior Creative Director

Corrie Bergmann

Marketing Administrative Assistant


Did you know that there are over 60 companies that offer FIAs? And, most every one of these companies offer as many as five to 15 products? How on earth are you supposed to keep up with all of this? YOU’RE NOT – that’s what Tucker’s experts are here for. Tucker’s team of expert business developers work on hundreds of cases per month for advisors. They know the ins and outs of most every relevant product in the industry. Tune in to listen to this expert panel as they discuss what the hottest products in the industry are today, as well as case design secrets that will be a HUGE benefit to you and, more importantly, your clients in 2021!

business development team


Business Developer

tim kilzer

Bsuiness Developer

Adam Johnson

Business Developer

Kyle Domingos

Business Developer

karen Eagle

Business Development Assistant

Terri LeBlanc

Business Development Assistant


How on earth did this very small group of advisors write over $100,000,000 in a pandemic year? One of our very most popular sessions, “Top Advisors Tell ALL,” is coming to you with a LIVE Q&A. Hear how these successful advisors made the needed adjustments, how they marketed, how they closed so much business, and ultimately, how they ended up with so many happy clients.