In this fast-paced and fluctuating industry, it is imperative to stay on top of the latest in finance and Fixed Indexed Annuity news, tips, and strategies. In this refined training for our contracted Advisors, we have a power-packed line-up of different speakers, including Karlan Tucker – all experts on their subject matter. Learn how to successfully complete your first and second appointments, and incorporate Social Security into your practice. We are confident that the results you experience will positively influence your business and brand.
Karlan Tucker, CEO
Karlan built his business from the ground up, and turned his thriving personal practice into one of the most successful national marketing organizations in the industry. Throughout his 30+ year career, Karlan has personally sold more than $100 million in Life Insurance, Long-Term Care, and Indexed Annuities. He has met with thousands of Baby Boomers, and attracted a number of high-profile clients that include Dr. David Babbel, Marshall Goldsmith, and Brian Tracy.
Dr. Laurence Kotlikoff, Professor, Boston University
Dr. Kotlikoff is a William Fairfield Warren Professor at Boston University, a Professor of Economics at Boston University, a Fellow of the American Academy of Arts and Sciences, a Fellow of the Econometric Society, a Research Associate of the National Bureau of Economic Research, and President of Economic Security Planning, Inc., a company specializing in financial planning software. An active columnist, Professor Kotlikoff’s columns and blogs appear in the Financial Times, Bloomberg, Forbes, Vox, the Economist, The Wall Street Journal, Yahoo.com, PBS, and The Huffington Post. Professor Kotlikoff received his B.A. in Economics from the University of Pennsylvania in 1973, and his Ph.D. in Economics from Harvard University in 1977