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See if you qualify

Only 60 qualifying producers nationwide will be admitted into the Master the Game event. Applicants will be heavily vetted, helping ensure only the most elite producers in the country attend this exclusive event. To begin the application process to see if YOU qualify, simply complete the form-fill below.

*Name:

*Email address:

*Street address:

*City:

*State:

*Zip code:

*Phone number:

*Best time to call:

*2015 BD GDC:

*Fixed annuity & FIA premium:

*2015 target life premium:

*2015 assets under management:

*What is your total assets under management?

How many employees do you currently have?

Select the current marketing strategies you utilize.



*Note: Attendance to this exclusive event is very limited, and to help ensure the proper individuals are allowed to attend, an in-depth conversation with a VP of Marketing at Advisors Excel will be required. This initial conversation is anticipated to last approximately 15 minutes and is intended to allow Advisors Excel to better understand your unique business model.

Advisors Excel

Founded 10 years ago with a goal of redefining the role of IMOs in our industry, Advisors Excel has delivered on that expectation in a big way. Working with roughly 600 core elite producers, we ended 2014 with about $5 BILLION in annual annuity production, $25 MILLION in target life premium and $1.5 BILLION in new assets under management. But here’s our best number of all: $500 MILLION. That’s how much our core group of producers grew their annuity production in 2014 alone!

We put up unprecedented numbers as an organization by committing to continually helping our best producers get even better. To that end, we’ve partnered with some true masters to show you what we have to offer. At Master the Game in Miami, you’ll have the opportunity to:

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Bo Eason

As the “Runt of the Litter,” Bo was an unlikely pick to be a football standout, but he made it to the NFL, playing against some of the greatest players of his generation as a member of both the Houston Oilers and the San Francisco 49ers organizations. In 2001, Bo wrote and performed his one-man play, “Runt of the Litter,” which opened in New York to rave reviews. In his quest for excellence on the stage, Bo trained with some of the world’s most brilliant performance and movement coaches, including Al Pacino himself. Now, he’s made a career of drawing on their techniques to help people unlock the mysteries of building connection, rapport and trust with others.

In Miami, Bo will help you discover and tell your personal story, allowing you to connect deeply with clients and prospects and become a highly effective and persuasive communicator. Bo will share how to:

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Chris Hobart

Chris Hobart is the CEO and founder of Hobart Financial Group in Charlotte, North Carolina, and has worked extensively in the field of financial management since 2002. Chris is an insurance producer and Investment Advisor Representative. He was acknowledged as one of the nation’s top independent financial advisors by leading industry publication Senior Market Advisor magazine in 2008.

Chris will take you inside a practice that has skyrocketed from $9 million in annuity premium in 2008 to $65 million in total assets gathered last year. Chris can trace much of his growth to a few key things:

Through his work with Bo Eason, Chris has dramatically enhanced what was once a relatively “run-of-the-mill” seminar to transform it into a truly unforgettable event. He’s also become one of Advisors Excel’s single greatest PR magnets over the past four to five years, being a featured guest on CNBC, Fox Business and CBS and is a regular guest on WCNC’s “Charlotte Today.” He has also been quoted in The Wall Street Journal, Reuters, The Associated Press, MSN Money, Kiplinger, Market Watch, The Street, USA Today, The New York Times and Forbes magazine, among others.

At Master the Game, Chris will:

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Isaac Wright

Isaac is an insurance producer and Investment Advisor Representative who has enjoyed meteoric growth, due in large part to well-oiled lead generation (leveraging radio as his most cost-effective marketing methodology) and a systematic sales process that allows him to quickly uncover client needs and objectives, generating client relationships averaging $450,000 in investable assets.

In 2005, Isaac was writing roughly $5.5 million in annuity production. Just a few years later, he joined Advisors Excel, and since then he’s built his practice into one of the most dominant financial services practices in his market.

At Master the Game, Isaac will share how he:

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