“I honestly thought the conference was excellent. You gave some big picture presentations and some very specific presentations. What I liked about it was the presenters were “on” – you guys really did a good job presenting the cases with emotion and passion….and that sells.”
John F. O'Donnell, CLU, ChFC
National Sales Manager/Key Accounts Marketing
Pacific Life Insurance Company (Boston)
“We very much enjoyed participating and look forward to a long continued relationship. This was a very different conference than last year and I liked this quite a bit. You had a great mix of promoting premium financing applications and other high end sales idea.”
Mark A. Teitelbaum
Vice President, Advanced Markets
AXA Distributors - Life Division
“First, I was pleased I had the opportunity to attend your meeting. I heard great reports from last years meeting. I was impressed with the agenda. It was back to back rich and robust content on a range of very relevant topics. The meeting agenda clearly sent the message it was a working meeting. It seemed to me the meeting had a certain style associated with it and I attribute that to Julian’s style.”
James R. Gelder, CLU
CEO, NFP Insurance Services, Inc.
EVP, National Financial Partners, Corp.
“Having the opportunity to see and explore the resources and options provided through the CMS / Succession Capital platform was an eye opening opportunity that will assist my practice in reaching a new level.”
Simon Singer, CFP®
The Advisor Consulting Group
“I really enjoyed the conference. The format was excellent, most of the speakers were excellent, if not superior, and I got a lot of value out of the presentations. The cocktail parties and food were also excellent. I am glad you invited me and I am glad I attended....it was time and money well spent.”
Wayne Weaver
First Financial Resources