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July 31st – August 2nd at The Venetian
Do You Regularly Write Annuities and Life Insurance?
If so, we will Cover Your Stay at The Venetian All-Suite Resort to Attend Our World-Class Event
Annuity And Life Insurance Producers, YOU Could Qualify For A Free Trip To Vegas For Our Free World-Class Training Event!*
July 31st – August 2nd at The Venetian
Join us, for a powerful event that will enable you to substantially elevate your business’ success as we move into a new world that offers exceptional opportunities. This 2-day Summit will provide the precise strategies and insights you need not just to make 2022 your best year ever, but to set the stage for significant growth in the years to come.
In many ways, the future will be different, radically different. The business of financial advice has changed continually over the past 40 years, but never more so than it has in just the past 2. By attending the summit, you will learn from some of today’s thought leaders about client acquisition, retirement portfolio advice, business management as well as a bevy of ideas and opportunities in a Post-Pandemic world.
In the highly regulated business of finance, where we all provide a similar cookie-cutter service, we need to ask ourselves, what am I doing to stand out from the crowd? By attending the 2022 Advisors Summit, you will not only find out how to stand out from the crowd, but become the single advisor of choice.
Top 10 Reasons To attend
- Master The SECURE Act and SECURE Act 2.0; and learn how to turn that information into revenue generating opportunities.
- Learn the one powerful word that motivates prospects to act today, not tomorrow!
- Exciting world-class speakers designed to position your business for significant success in the Post-Pandemic world.
- The only difference between you and every other advisor out there is your educational level. Top advisors invest heavily in their educational levels which equate to increase sales.
- Learn how to triple your production in the next 90 days – guaranteed!
- Discover an unprecedented, cutting-edge, community-based revolutionary sales platform.
- What’s working now? Lead generation techniques, sales concepts, new product development.
- If you’re tired of marketing that does not work, you will want to be at this meeting.
- Learn about products and techniques that will triple your closing ratio in the next 90 days.
- Reach Your Goals for the 2nd half and beyond.
Plus, if you meet our simple qualifications, we will pay for your stay!
See what some of our past attendees have said about their experience:
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See what some of our past attendees have said about their experience:
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Attend And You Will Discover How To:
Increase Your IUL and Annuity Sales
You will discover the hottest new strategies and tools, that the most successful and elite advisors are implementing this year.
End Prospecting FOREVER
Yes, it is possible! Through the use of our exclusive opportunity, to work with our network of CPAs
Generate More Effective Client Appointments
Implement the most impactful techniques to increase the effectiveness and generate the most impact out of your client appointments
Deploy New Revenue Streams
Discover how to deploy new revenue streams while increasing the value you bring to your clients and prospects, by taking advantage of one of the strongest RIA platforms available
Utilize The New Tax Bill
Learn how to utilize the tax bill so it works for you and your clients now, and for years to come
Increase Your IUL and Annuity Sales
You will discover the hottest new strategies and tools, that the most successful and elite advisors are implementing this year.
End Prospecting FOREVER
Yes, it is possible! Through the use of our exclusive opportunity, to work with our network of CPAs
Generate More Effective Client Appointments
Implement the most impactful techniques to increase the effectiveness and generate the most impact out of your client appointments
New Revenue Streams
Discover how to deploy new revenue streams while increasing the value you bring to your clients and prospects, by taking advantage of one of the strongest RIA platforms available
Utilize The New Tax Bill
Learn how to utilize the tax bill so it works for you and your clients now, and for years to come
Increase Your IUL and Annuity Sales
You will discover the hottest new strategies and tools, that the most successful and elite advisors are implementing this year.
End Prospecting FOREVER
Yes, it is possible! Through the use of our exclusive opportunity, to work with our network of CPAs
New Revenue Streams
Discover how to deploy new revenue streams while increasing the value you bring to your clients and prospects, by taking advantage of one of the strongest RIA platforms available
Generate More Effective Client Appointments
Implement the most impactful techniques to increase the effectiveness and generate the most impact out of your client appointments
Utilize The New Tax Bill
Learn how to utilize the tax bill so it works for you and your clients now, and for years to come
Speaker Spotlight
Learn from the best in the field
Barry Bulakites
President and CEO of Table Bay Financial Network.
Mr. Bulakites is the President of Table Bay Financial and responsible for all of the company’s operations. Prior to joining Table Bay he was the Executive Vice President of Sales Development and Marketing at Jackson National Life. He is the founder and visionary of America’s Tax Solutions® and the CPA Advantage Edge Programs. As one of the nation’s leading experts on IRA Distribution Planning he is considered a leading trainer in the financial services industry. He works with advisors and CPAs throughout America and does hundreds of speaking engagements annually.
Denise Appleby
MJ, CISP, CRC, CRPS, APA, CEO Appleby Consulting
Appleby Retirement Consulting Inc. provides IRA tools and resources for financial and tax professionals. Denise has over 23 years of experience in the retirement plans field. Because of her wealth of knowledge on retirement plans Denise has made appearances on CNBC, FOX Business Network and numerous radio shows. Denise is also CEO of www.retirementdictionary.com, a free consumer website containing a wealth of information about retirement accounts, rules and regulations.
Mark Zinder
CEO Mark Zinder and Associates
Mark Zinder is a futurist and leading trend forecaster specializing in the areas of finance and economics. As a seasoned keynote speaker, he has traveled the globe delivering more than 2,000 presentations to hundreds of thousands of people around the world. He is also a regular guest on Fox Business and CNBC, sharing his expertise and positive outlook while tackling tough questions on the future of the global economy. Mark’s extensive background spans 37 years and includes being the National Spokesman for Franklin Templeton. During that time, he worked side-by-side with Sir John Templeton, Dr. Mark Mobius, and Mr. Michael Price to hone his ability to spot trends before they become obvious.
All attendees will be staying at the fabulous
Venetian All-Suite Resort & Casino
A lavish, Italian-themed, all-suite casino hotel. Plush, classical suites feature flat-screens, WiFi, minibars and Egyptian linens. In addition to its buzzy casino, the hotel has shops and artificial canals with gondola rides. There are also 20 restaurants (some run by celebrity chefs), bars, a nightclub, a theater and a wax museum. The hotel also houses an upscale spa, fitness facilities, meeting space and 3 pools. Parking (including valet) is free.
Space is limited! Register today!
Want it paid on us? Find out how below:
Advisor Not Currently Working With Table Bay
*Hotel paid by Table Bay (2 nights) for Advisors who have a history of writing Annuities and Life Insurance, who have no credit and legal issues, and work with a Broker Dealer or RIA that is compatible with Table Bay Financial. We will reimburse you up to $600 of your flight to Las Vegas for the Advisor Summit, if you write $100,000 in qualifying annuity business, or $20,000 in qualifying life business, with Table Bay by September 30, 2022.
- Receipt for flight fare must be submitted along with carrier contracting to Michelle Blackmon, by August 31, 2022.
- Annuity business must be written with Allianz, Athene, AIG or North American.
- Annuity business must be submitted by September 30, 2022 and paid by October 31, 2022.
- Life business must be written with Allianz, North American, or Symetra.
- Life business must be submitted by September 30, 2022 and paid by November 30, 2022.
- Term-life business is not eligible.
- Reimbursement check will be cut to you no later than, December 15, 2022.
CPA Not Currently Working With Table Bay
*To have your hotel paid by Table Bay (2 nights) you must be: currently active in practice (not retired), actively preparing tax returns and have prepared at least one hundred (100) 1040's for tax year 2021, have a company website, a minimum of 150 active clients, and have a minimum yearly revenue from tax returns of $100,000.00.
All Attendees will be staying at the fabulous Venetian All-Suite Resort & Casino
A lavish, Italian-themed, all-suite casino hotel. Plush, classical suites feature flat-screens, WiFi, minibars and Egyptian linens. In addition to its buzzy casino, the hotel has shops and artificial canals with gondola rides.
There are also 20 restaurants (some run by celebrity chefs), bars, a nightclub, a theater and a wax museum. The hotel also houses an upscale spa, fitness facilities, meeting space and 3 pool. Parking (including valet) is free.
Space is limited! Register today!
Want it paid on us? Find out below:
Advisor Not Working With Table Bay
*Hotel paid by Table Bay (2 nights) for Advisors who have a history of writing Annuities and Life Insurance, who have no credit and legal issues, and work with a Broker Dealer or RIA that is compatible with Table Bay Financial. We will reimburse you up to $600 of your flight to Las Vegas for the Advisor Summit, if you write $100,000 in qualifying annuity business, or $20,000 in qualifying life business, with Table Bay by September 30, 2022.
- Receipt for flight fare must be submitted along with carrier contracting to Michelle Blackmon, by August 31, 2022.
- Annuity business must be written with Allianz, Athene, AIG or North American.
- Annuity business must be submitted by September 30, 2022 and paid by October 31, 2022.
- Life business must be written with Allianz, North American, or Symetra.
- Life business must be submitted by September 30, 2022 and paid by November 30, 2022.
- Term-life business is not eligible.
- Reimbursement check will be cut to you no later than, December 15, 2022.
CPA Not Currently Working With Table Bay
*To have your hotel paid by Table Bay (2 nights) you must be: currently active in practice (not retired), actively preparing tax returns and have prepared at least one hundred (100) 1040's for tax year 2021, have a company website, a minimum of 150 active clients, and have a minimum yearly revenue from tax returns of $100,000.00.
All Attendees will be staying at the fabulous Venetian All-Suite Resort & Casino
A lavish, Italian-themed, all-suite casino hotel. Plush, classical suites feature flat-screens, WiFi, minibars and Egyptian linens. In addition to its buzzy casino, the hotel has shops and artificial canals with gondola rides.
There are also 20 restaurants (some run by celebrity chefs), bars, a nightclub, a theater and a wax museum. The hotel also houses an upscale spa, fitness facilities, meeting space and 3 pools. Parking (including valet) is free.
Space is limited! Register today!
Want it paid on us? Find out how below
Advisor Not Working With Table Bay
*Hotel paid by Table Bay (2 nights) for Advisors who have a history of writing Annuities and Life Insurance, who have no credit and legal issues, and work with a Broker Dealer or RIA that is compatible with Table Bay Financial. We will reimburse you up to $600 of your flight to Las Vegas for the Advisor Summit, if you write $100,000 in qualifying annuity business, or $20,000 in qualifying life business, with Table Bay by September 30, 2022.
- Receipt for flight fare must be submitted along with carrier contracting to Michelle Blackmon, by August 31, 2022.
- Annuity business must be written with Allianz, Athene, AIG or North American.
- Annuity business must be submitted by September 30, 2022 and paid by October 31, 2022.
- Life business must be written with Allianz, North American, or Symetra.
- Life business must be submitted by September 30, 2022 and paid by November 30, 2022.
- Term-life business is not eligible.
- Reimbursement check will be cut to you no later than, December 15, 2022.
CPA Not Currently Working With Table Bay
*To have your hotel paid by Table Bay (2 nights) you must be: currently active in practice (not retired), actively preparing tax returns and have prepared at least one hundred (100) 1040's for tax year 2021, have a company website, a minimum of 150 active clients, and have a minimum yearly revenue from tax returns of $100,000.00.
Register Now!
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