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2023 IARFC VIRTUAL SUMMIT

2023 IARFC Virtual Practice Building Summit

This exciting event from the IARFC was an opportunity to glean from industry peer practitioners at the highest levels.  You’ll have an immediately accretive opportunity to take something, or many things, away from this experience that could be translated into your practice RIGHT AWAY. The presenters offered insight on a variety of topics from practice management to best practices, products, platforms, and planning.  Each presenter brings decades of experience and insight to the presentation of their breakout session topic.
 
Welcome
David Kinder, RFC®

David Kinder Insurance and Financial Wealth Solutions
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Tom Love
The Breakaway League

Make Life Insurance A Want Rather Than A Need
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Gail Goodman
Phone Teacher

Intentional Conversations
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Bill Cates, CSP, CPAE
Referral Coach International and the Cates Academy For Relationship Marketing

Create Exponential Growth by Multiplying Your Best Clients
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Kelly Smith Sr., CLU®, ChFC®, RFC®
CapitalSmith Financial and Insurance Services

The New Era of ESOPs
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Joel Weldon
Keynote


Speaking to Grow Your Insurance Practice
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Dr. Sanjay Tolani

Conversation Starters with High-Net-Worth Clientele
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Sandy Schussel


4 Steps to a Million Dollar Practice
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Judy Hoberman
Judy Hoberman and Associates 

Meet the Real Decision Makers and How to Get Them to Say “Yes"
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Arwen Becker


Tapping into the Largest Wealth Transfer in History (and it’s not the one you’re thinking of)
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Jeremy Nason, RFC®
Insurance Pro Shop

The Power of Problem-Focused Sales 
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Day 1     
12:00 - 12:10 pm Welcome David Kinder, RFC®
12:10 - 12:50 pm Tom  Love Make Life Insurance A Want Rather Than A Need
1:00 - 1:50 pm Gail Goodman Intentional Conversations
2:00 - 2:50 pm Bill Cates, CSP, CPAE Create Exponential Growth By Multiplying Your Best Clients
3:00 - 3:50 pm Kelly Smith Sr., CLU®, ChFC®, RFC®

The New Era of ESOPs

4:00 - 5:45 pm Keynote - Joel Weldon Speaking to Grow Your Insurance Practice
Day 2    
12:15 - 12:50 pm Dr. Sanjay Tolani Conversation Starters with High-Net-Worth Clientele
1:00 - 1:50 pm Sandy Schussel 4 Steps to a Million Dollar Practice  
2:00 - 2:50 pm Judy Hoberman Meet the Real Decision Makers and How to Get Them to Say “Yes"
3:00 - 3:50 pm Arwen Becker Woman's Market - Tapping into the Largest Wealth Transfer in History (and it’s not the one you’re thinking of)
4:00 - 4:50 pm Jeremy Nason, RFC® The Power of Problem-Focused Sales
5:00 - 7:00 pm Panel Arwen, Bill, Gail, Jeremy, Sandy, Judy, Tom

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The facts and opinions expressed by the presenters of the Virtual Summit are the author’s views and are not endorsed by the IARFC. The IARFC makes no claim as to accuracy and does not guarantee or endorse any product or service that may be advertised or featured. Additionally, the IARFC assumes no responsibility or liability for any errors or omissions in the content of the material presented. The information is provided by the authors on an "as is" basis with no guarantees of completeness, accuracy, usefulness, or timeliness. The schedule of presenters and/or content is subject to change. In the unlikely event that internet interruptions and/or technical difficulties occur, the IARFC will make available to conference subscribers, a recording of the Summit presentations.
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