Register for the SET Annual Sales Conference

🗓️ Wednesday, May 28 – Friday, May 30, 2025

Attract Better Clients, Land Bigger Cases, and Become the Trusted Professional in Your Community

Here’s What You’ll Get When You Attend:

  • A blueprint for booking 30+ appointments in one afternoon—used successfully by BOY professionals
  • The complete funnel strategy for consistently attracting qualified families, business owners, and real estate investors
  • A client-ready framework from Tom Wall, Ph.D. called “Permission to Spend”—so your clients feel confident enjoying their retirement income without fear of running out
  • A done-for-you business valuation strategy to start six-figure policy conversations with business owners
  • Private sessions with top producers in College Planning, including Dave Kozak, Jason Flurry, and John Tillman
  • Your choice of Sales Mastery 101 or 201 tracks—based on where you are in your growth journey
  • Private carrier dinners, and high-level networking with people doing the kind of business you want to do
  • Scripts, case studies, and “do this not that” training you can take home and apply immediately
Register Now