Retirement Income Summit!

An Exclusive THRIVE University Event

February 20th, 2018

@ new J.W. Cole Conference Room (main office)

Focus will cover:

  • How to grow fee income for planning fees and analytics?
  • How do we frame the conversation with our clients?
  • How do we stop procrastination of the process?
  • How do we shorten the process with greater results?
  • How long should the process be…how many meetings?
  • What keeps retirees up at night?
  • What risks must be discussed?
  • What are the biggest challenges Advisors have working with retirees?
  • What misconceptions do retirees have in setting their expectations?
  • What do we need our tools to frame in order to provide thorough testing for analytics?
  • What questions do we need to answer to close with confidence?
  • What tools does J.W. Cole have to help me with this process?

Space is Limited to the first 15 Registrants!

Register Today!

What are others saying about THRIVE U?


$2,895    Free

Curtis Cloke, CLTC, LUTCF, RICP

CEO & Founder of THRIVE Income Distribution System

Adjunct Instructor for The American College of Financial Services

THRIVE Income Distribution System

320 North 3rd Street

Burlington, IA  52601


This Website is for professional use only. Investors should contact a financial services professional and not rely on this website for advice. 

© 2017 Thrive University - All Rights Reserved. | t -