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2021 Virtual Advisor Summit (Day 1)

Jan 14, 2021

8:00 AM
We Are Headed to the Future
Barry Bulakites, President and Chief Strategist, Table Bay Financial
8:30 AM
ABCs of FIAs/Learn from America’s Best—Allianz Life
Patrick Butcher, Director of Sales, Allianz Life
9:45 AM
The Biggest Sales Opportunity in 2021/The Stonewood Sales System
Neil Wilding, Vice President, Stonewood Financial
10:30 AM
Breaking into The FIUL Marketplace/Symetra Life
Jeff Wright, CFP, CLU, ChFc RVP Life Sales
11:15 AM
Life Made Easy—Capturing the Big Sales with Key Sales Support
Ian Alsup, Life Sales Relationship Manager
11:30 AM
America’s Best RIA—Change Path—Your Financial Journey
Marty Pfannenstiel, President, Sales and Marketing, ChangePath
11:55 AM
Great Today—Better Tomorrow
Barry Bulakites, President and Chief Strategist, Table Bay Financial

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Details

Date:
January 14, 2021
Time:
9:00 am - 1:00 pm MST
Website:
https://goto.tablebay.us/advisorsummit

Events are subject to change without notice.

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