Attract More Prospects & Close More Income Planning Cases!

Discover The Science of Advanced Income Planning

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Your Presenter:

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 28 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 15 year member of MDRT, with 3 Court of the Table and 8 Top of the Table honors. In addition to MDRT, he is also a member of many other industry associations.

In This Course You'll Discover:

  • Strategies to maximize tax efficiency for your clients using FIBO (First In Blend Out) 
  • How to supercharge a GLWB to attract larger cases! 
  • How to implement core efficiency measurements to provide the most efficient frontier. 
  • How to teach your clients to "Buy Income and Invest the Rest". 
  • Powerful questions to get to the heart of the matter, which means higher closing ratios. 
  • The process to efficiently convert assets into a lifetime of income. 
  • Strategies to unlock cross-selling opportunities, leading to larger case sizes and more referrals. 
  • Mind blowing software tools to easily "solve the numbers". 
  • A clear decision tree for optimal product allocation. 
  • And much, much more!

Start This Powerful Income Planning Course Now!

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