J.W. Cole Special THRIVE U!

February 19-20, 2018

J.W. Cole Office - Tampa, FL

THRIVE University

Day 1 Agenda

  • Four Core Retirement Measurements
  • Math and Science – Nominal vs. Real Returns
  • 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
  • Divide and Conquer Strategy
  • Buy Income and Invest the Difference
  • Commission/Fees Contrasted

Space is Limited!

Day 2 Agenda

RNG Input & Output Training


  • Expert Education & Training on Inputs to increase Sales
  • The Power of Using RNG as a Presentation Tool
  • Solidify the "Close" by Increasing your Clients Confidence using RNG's Output



Register Today!

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$2,895    $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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