Nashville, TN

October 11th - 13th, 2017

Embassy Suites Nashville - Airport    -    10 Century Blvd    -    Nashville, TN 37214

THRIVE University 1 (day 1)

You Will Learn:

  • Ethics/Suitability focus - Know your “Why”
  • Five Core Principles of THRIVE
  • Foundational Realities
  • Know your clients - Get to the HEART of the matter
  • Four Core Retirement Measurements
  • Math and Science – Nominal vs. Real Returns
  • Five Fears of Retirees
  • Financial Risks During Retirement – Five Primary
  • Taking Risks off the Table
  • Stages of Life and Risk
  • Aligning Risks with Product Allocation
  • Income Guarantees Require Insurance
  • Guaranteed Lifetime Income Products – GLWB, SPIA, DIA
  • Income Riders
  • Uniqueness of Income Annuities
  • Dispelling Myths and Biases of Annuities
  • What’s a Guarantee Really Worth?
  • Retirement Income Strategies
         SWIP (Systematic Withdrawal Income Plan
         Buckets/Laddered/Progressive Time Segments of Money
         Retirement Income Floor/Guaranteed Income Solutions
  • THRIVE Retirement Process
  • Divide and Conquer Strategy
  • Buy Income and Invest the Difference
  • Commission/Fees Contrasted
  • Social Security and Medicare Planning
  • Options of Working with THRIVE®

(Limited to the First 50 Registrants)

Up to 14 hours of CEC/CFP credits are included for those that attend THRIVE University

THRIVE University 2 (day 2 & 3)

Applies the strategies learned in THRIVE U using the powerful retirement income planning software, RNG

Showcasing the power & flexibility of RNG, we will solve various size asset portfolios, ranging from 1 million in assets to 30 million in assets. 

1. Case Study #1- Jones, Bill & Betty; 

2. Case Study #2- Tobasco, Dave; 

3. Case Study #3- Smith, Joe

4. Case Study #4- Networth, John & Jane

Register Today!

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$2,895    $2,595 

(includes up to 14 hours of CEC/CFP credits)

Must have previously attended THRIVE U 1

Curtis Cloke, CLTC, LUTCF, RICP

CEO & Founder of THRIVE Income Distribution System

Adjunct Intructor for The American College of Financial Services

THRIVE Income Distribution System

320 North 3rd Street

Burlington, IA  52601


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