We are so passionate about supporting you as you help your clients protect their life’s savings, we want to fly you to our offices for one-on-one mentoring with the industry’s best.

FULLY
CUSTOMIZED
VISIT

  • Half-day or Full-day options availiable
  • You can customize your visit:
  • Spend One-on-One Time with Karlan Tucker – a $250M producer
  • The Latest Marketing Ideas
  • Professionally Brand Your Business
  • We Will Show You How to Celebritize Your Brand (with TV, Radio, Magazine & more)
  • Our Powerful Client Interview Process – Using a 1-Page, Client Friendly Retirement Roadmap
  • Filling Your Calendar
  • Learn about Tucker’s Powerful RIA Platform & Stop-Loss Strategies (for those that are Series 65 Licensed or are about to be)
  • Office Efficiency & Staffing
  • Admin Training
  • And More

YOUR

WHO
QUALIFIES

  • Advisors with $2 million or more in FIA production in the last 12 months (must show proof of production and must not be captive)

OR

  • Advisors with $2 million or more in AUM (must show proof of production and must not be captive)

SEE YOU ON THE RED CARPET