Want confidence you’re structuring optimal retirement plans for your clients?

Join us for at Thrive U for a three-day intensive workshop that provides financial advisors with today’s most powerful retirement income solutions.  

(Limited to the First 50 Registrants!)

$2,895 $2,595 to attend combined workshops. Includes up to 14 hours of CEC and CFP credits.

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THRIVE UNIVERSITY 1 & 2 ALTERNATIVES

wrenches

$1,500 for workshop 1. 

Gear

$1,395 for workshop 2. For past Thrive University 1 attendees only.


Thrive University 1 & 2 

October 11-13th, 2017

Nashville, TN

*Attendees will gain access to discounted software tools!

**Agent is responsible for all travel arrangements and costs.


Agenda: 

Wednesday, Oct 11th - 8am-5:00pm

Thursday, Oct 12th - 8am-5:00pm

Friday, Oct 13th - 8am-12:00 noon


Location: 

Nashville, Tennessee



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"When I met Curtis I was impressed by his passion for what he does. He really cares about finding the optimal solutions for each of his clients." 

"I came to Thrive U mainly to gain a better understanding of Curtis's Thrive Income Distribution System. I was not expecting that I would walk away with additional strategies that I wasn't aware of before, like innovative methods of optimizing a client's income as well as their financial returns."  

Paul from Bountiful, UT

Highlights

  • Curtis Cloke's "Divide and Conquer" Retirement Planning
  • THRIVE Suite of Software Helps Prove “Best Interest of Client”
  • Solutions to Maximize Tax Efficiency using FIBO®
  • Income Annuity Strategies and Product Designs (SPIAs and DIAs)
  • Strategies that use Life Insurance as an Asset Class
  • Tools to Create Retirement Cash Flow and Close More Estate Cases
  • Curtis Cloke's Annuity Bulldozer (GLWB/GMIB) “Implied Yield Calculator”

CURTIS V. CLOKE CLTC, LUTCF, RICP®

Curtis V. Cloke is an award-winning international speaker, educator and writer as an industry recognized retirement income expert. He is an active financial professional with over 29 years of experience serving his clients around the US from his Burlington, Iowa office.

His presentations are entertaining and educational. Curtis has created an “industry celebrated” retirement income process uniquely developed for financial professionals.

In July of 2012, The American College utilized Curtis’ expertise as part of the educational team of experts who helped develop curriculum and content for the new online RICP® (Retirement Income Certified Professionals) designation program where Curtis also serves as an Adjunct Instructor.

In 2009, Curtis was also recognized as a top five finalist for “Advisor of the Year” by Senior Markets Advisor Magazine. He is a 17 year member of MDRT, with 3 Court of the Table and 9 Top of the Table honors. In addition to MDRT, he is also a member of many other industry associations.

$2,895 $2,595 to attend combined workshop. Includes up to 14 hours of CEC and CFP credits.

(**Limited to the First 50 Registrants!)