WELCOME TO

The Straight Talk Series

Though we’re not meeting in person this year, The Leaders Group recognizes the need to adapt to today’s challenges; in response, we have created The Straight Talk Series. This new digital format provides our reps with sales insights and guidance from our top producers, as well as practice management best practices from our partners.

The Straight Talk Series will go live the week of October 5th, featuring engaging live presentations to continue with the Straight Talk goal of providing thought leadership and practice growth strategies.

Please note, to meet your annual Annual Compliance Meeting requirement, you must attend four different Straight Talk Series sessions in addition to the mandatory Annual Compliance Meeting.

 

 

 

 

 

 

October

 

 

 

 

 

 

Oct. 6 & 8

Welcome to The Series
Leaders Connect Intro

 

 

 

 

 

 

REGISTRATION | OCT 6
REGISTRATION | OCT 8

Oct. 13 & 15

Frank Warner
How to Use Tax Law to Generate Business

Mariner
Partner with Mariner

 

 

 

 

 

 

registration | oct 13
registration | oct 15

Oct. 20 & 22

Steve Caldara
3 Years In: The Implementation, Struggles, and Successes. What a Change to Fees Looks Like Now

Great American
Great American: How to Get More of the Up & Less of the Down

 

 

 

 

 

 

registration | oct 20
registration | oct 22

Oct. 27 & 29

Jimmy Jacobs
Get More Life with Variable Life

 

 

 

 

 

 

registration | oct 27
registration | oct 29

November

 

 

 

 

 

 

 

 

 

 

 

 

REGISTRATION | nov 5

Nov. 10 & 12

Josh Curtis
Portfolio Waterfall: A Replenishing Income Strategy

Mutual of Omaha

Mutual of Omaha: What Makes Us Different

 

 

 

 

 

 

registation | nov 10
registation | nov 12

Nov. 17 & 19

Directors Council Panel

Brighthouse Financial
Brighthouse: Shield Annuities Integrated Toolkit

 

 

 

 

 

 

registration | nov 17
registration | nov 19

Nov. 24 & 26

No Sessions – Thanksgiving Break

 

 

 

 

 

 

December

 

 

 

 

 

 

Dec. 1 & 3

Neil Santo Tomas & Igor Zey
Leveraging Your Retirement Plan

 

 

 

 

 

 

 

REGISTRATION | dec 1
REGISTRATION | dec 3

Dec. 8 & 10

Tim Gelinas
Investment Management Made Easy with Starlight Portfolios

Athene
Amplify

 

 

 

 

 

 

registation | dec 8
registation | dec 10

Dec. 15 & 17

Executive Management Panel

Luke Acree
ReminderMedia

 

 

 

 

 

 

registration | dec 15
registration | dec 17

Questions? Visit the FAQs page!

 

 

 

 

 

 

learn more