Senior Advisory Group - National Wholesaler of Life and Annuity Products for the Senior Market

You're invited to be our guest in Scottsdale, Arizona. Come learn from some of the top producers in the business. This isn't your typical "RA-RA" training session. You'll walk away with proven sales techniques and the knowledge that you've learned from the best. This opportunity is being offered to a small group of hand-selected individuals. Space will be limited to 35 people.

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Jack Mafara Jr. moved his family from New Jersey to a town of 40,000 people in Northern Arizona with absolutely NO clients. None of Jack's marketing organizations would help him get started except us. By using our proven marketing systems here is what we accomplished in a little over 7 years.

Over 500 clients added and still adding 70 clients per year
On pace to do over $12 Million in Annuity Premiums this year alone
Several awards won
Forbes Magazine "Most Dependable Wealth Managers of the Southwest"
Southwest Airline's Spirit Magazine "Top Ten Most Dependable Financial Advisors in the Southwest" three consecutive years
By readers of the local newspaper "Top Financial Services Provider" three years in a row.

Senior Advisory Group of America is a producer's best choice for service, support, and marketing. At this event you will learn from top producers in the industry and what makes them successful. We will share with you the exact marketing ideas and closing techniques that make them the exclusive Top 1% of Advisors in the United States.

If you think this is your typical RAH RAH wholesaler meeting, think again! See what past attendees have said about their Summit Training experience: Thank you for your outstanding advisor meeting in Scottsdale, AZ. This year is my 31st year in the business and I have never gone to a more productive meeting in my career. Your ability to put on a 1st class meeting with some of the industry giants and top producers was very valuable and informative. Your knowledge and attention to detail make it clear you have the number one annuity marketing company in the country. This is the first time I have heard an expert like Richard Kado of Genesis Financial Product speak in terms of the annuity markets, design and what is needed in the marketplace. The BPA product is light years ahead of the competition in product design that gives my company a huge advantage with our annuity marketing.

Finally, your top producer Jack Mafara’s session was the most refreshing new way to market annuities that was packed with great new ideas. Just follow his proven method and you will give your clients the top product on the market and make lots of money, period.

Again, thank you for all your hard work in bringing together the best products, best speakers and first class accommodations.
Steven S. - Stockton, CA

I wanted to tell all of you at Senior Advisory Group and Annexus Thank You! That was a really great day of training, very well organized, and first class all the way.

I sincerely enjoyed meeting all of you, and will do my best to recommend some associates who I think would work well with you. Yours is the only annuity I will sell!
Norman J. – San Diego, CA

Thank you for the follow-up this morning and giving me the opportunity to comment on your conference this week.

I think I can agree that the usual "training seminar" is usually more about branding the sponsor than helping the agent. Often I find myself disturbed at the lack of information I receive per the dollar and time spent on traveling to said conference and very rarely do I feel I have any new tricks I can take with me to the field or even have the remotest idea of how I will get in front of more people consistently.

Specifically speaking you delivered 3 very powerful items I will use immediately: Non Hostage Seminar – the concept was framed well, sneakily executed for us to see in action, and is obviously cost effective – as you outlined Predictive Index – Are you kidding me? Any time we have an edge in knowing someone before they even walk in or any edge we have in hiring top talent is invaluable. What’s the most common response employers have when they talk about their help – "Good help is hard to find." NOT ANYMORE BPA product specific training – I know that everyone is excited about the BPA, but what I appreciated most is how you guys showed us how to frame away from interest rate and how to highlight the ancillary benefits within it and garnered as a result of owning it. At the end of the day, the rate sale, is always the toughest sale when it comes to indexed annuities, and your training will help us combat this directly by de-emphasizing rate and reinforcing guaranteed family benefits.
Eddie P. - Chicago, IL

What a pleasure it was attending the Boot Camp you and your staff conducted on the BPA Products.

After having been a Director of Sales & Marketing, various Sales Manager / Trainer type positions, along with conducting and participated in countless time wasting sales meetings, often forced down sales peoples throats, your Boot Camp on the BPA products was a magnificent use of time. Your Boot Camp will directly result in a massive dollar volume of business to those products. Accurate, to the point, no nonsense education, using products that actually help clients...WHAT A CONCEPT!!!

Thank you and your entire staff for the EFFORT.
Duke H. – Spring Lake, MI

The pleasure was truly ours!

24 Hours of well thought out planning and education combined with a cadre of presenters, second to none!

Mark F and I started our discussions and game plan for distribution of the 'BPA' products before we departed Scottsdale yesterday. I will follow up with you next week for assistance with proposals and further discussions on having Senior Advisory Group assist us with our own seminars. Best regards to Steve and again, thank you! Our time could not have been better utilized.

I will forward the aforementioned contracting paperwork to your attention.
Mark H. – Los Angeles, CA

Mr. Richard Kado	Named by Senior Market Advisor magazine as one of the ten most influential people in the annuity industry, Richard Kado is the man behind the invention of the Equity Indexed Annuity. Mr. Kado's company products have generated over $100,000,000,000 (yes... One Hundred Billion Dollars) in sales. Mr. Kado will provide you with a unique, in-depth look at EIAs and the complex mechanisms that make them work. More importantly, you will learn how new technologies are revolutionizing the annuity industry and creating never-seen-before opportunities for producers. His insight about the industry is unparalleled. You will not want to miss this opportunity.
Mr. Jack Mafara	Mr. Mafara has over 16 years of experience in the field. Last year he personally accounted for over $10,000,000 in annuity production and is on pace to do over $12,000,000 this year. His knowledge and dedication are evidenced by being voted: Forbes Magazines "Most Dependable Wealth Managers of the Southwest" (2007 December Issue) By readers of Local Newspaper "Top Financial Services Provider" three years in a row Southwest Airlines Spirit Magazine "Top Ten Most Dependable Financial Advisors in the Southwest" Three Consecutive Years What makes this so remarkable, he lives in a town with a total population of 40,000 people and no big cities anywhere in sight. What makes Mr. Mafara different? It’s his closing skills and now he will share them with the attendees of this event. Mr. Mafara closes an astounding 98% of all Qualified Plan Sales. So if you don’t know Jack...you should!
Mr. Sam Duell	Sam is a resident of Appleton, WI and in a short period of time, what he has accomplished is nothing less than astounding. Sam attended our training at the end of June and since that time has written over $6 Million in Annuity Premium by just applying what he learned at at the training. Last year Sam wrote $6 Million and this year he is on pace to do over $14 Million in Annual Annuity Premium.
Mr. Don Dady	As one of the Co-Founders of The Annexus Group, Mr. Dady will discuss the philosophy behind the creation and success of The Annexus Group. With over 18 years of experience in the financial services industry, which includes sales, marketing and product development, Mr. Dady offers a unique perspective with the Indexed Annuity Industry. Prior to joining The Annexus Group, Mr. Dady led Marketing and Product Development Departments for a start up company. Under his tenure the company grew to over $14 billion in sales and over $1 billion in commissions paid.
Mr. Patrick Jeffers	National Sales Director of The Annexus Group, Mr. Jeffers was in personal production and accounted for over $10 Million in Sales prior to accepting his current position with The Annexus Group. Mr. Jeffers still services his clients and writes over $6 Million in Annuity Premiums a year (part-time) and he will share his proven techniques and marketing strategies with attendees.

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Nestled in the heart of the Sonoran Desert, Scottsdale has something for everyone. The year-round perfect weather is ideal for the outdoorsy types. Explore pristine desert trails, rivers and mountains or hit the links. A vibrant downtown tempts you with world-class shopping, fine art galleries, renowned restaurants and high-energy nightlife.

Your trip will include round trip airfare, a welcome luncheon, exclusive dinner at one of Scottsdale’s top-rated restaurants and resort accommodations. The hotel is located in the middle of Scottsdale, right where all the action is.