Advanced Market Planning (AMP)

July 16, 2024 | Denver, CO

One day. One revolutionary sales system. Limitless opportunities.


Advanced Market Planning (AMP) is the first of its kind. It’s more than a complimentary training session. It’s an action-packed day like no other, giving you direct access to the nation’s leading advanced market experts, elite planning concepts and a seamless sales system you won’t find elsewhere.

At this advanced market mastery boot camp, you’ll get exclusive training from top advanced planning and legal experts. You'll walk away with ultra-unique strategies designed specifically for high-net-worth clients and business owners.

Gone are the days of constantly revamping your sales process to comply with new rules and regulations. It's time for a new way. It's time for AMP.

WHAT YOU'LL LEARN

  • Expert perspectives on the state of the high-net-worth and advanced planning marketplace
  • Elite practices to structure your practice for growth in an ever-changing world
  • How to best prepare for the estate tax sunset provision
  • Proven capital gains bypass strategies
  • How to apply innovative planning concepts to real-life client scenarios—for tax-smart accumulation, income and legacy planning


For over 20 years, we have personally tested and perfected out-of-the-box advanced planning concepts to help top advisors reach unprecedented heights. You’re committed to coaching your clients, so now it’s your time to invest in yourself and the future of your practice.


SEE IF YOU QUALIFY

To see if you qualify for this exclusive event, contact your Sales Development Advisor or call 866.866.7050 ext. 2.