Schedule of Events

Note: With your free Top Producer Summit pass, you can only watch the expert sessions for 24 hours from when they broadcast. After that you’ll be redirected to purchase the All Access Pass to get lifetime access.

If you’re an All Access Pass student, this page is NOT your members area. You need to log in to the All Access Pass members area to access the expert sessions (you’ll find links in your emails how to do that). 

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DAY 0 - Top Producer Summit Kick-Off Session

Samuel Howe

August 26, Monday @ 3:00 PM EST | 12:00 PM PST

Harnessing the Growing Need for Living Benefits - Expanding Your Business by Empowering Clients

Discover the "silent epidemic" growing in the market that Living Benefits handles from real people and their stories. This is a complete training session with both general concepts as well as specific How-To's in terms of what Living benefits are and how to successfully position, present, and close. The session addresses both sales and marketing as well as specific carriers and product examples you can explore.

DAY 1 - Effective Sales and Marketing

Patrick Valtin

August 27, Tuesday @ 12:00 PM EST | 9:00 AM PST

The 8 Golden Rules of Salesmanship - How to Raise Your Closing Percentage Now

Best-selling author and top international sales coach, Patrick Valtin joins us drawing from his experience as a top sales professional and training top performers in over 30 countries. Discover a true strategic gem Patrick learned from Joe Gandolfo, one of the greatest life insurance professionals of all time and one of Patrick's mentors. Find out the single biggest barrier to closing somebody, the 5 precise and sequential points to close a prospect and which approach  to take to elevate closing immediately.

Bill Watson

August 27, Tuesday @ 1:00 PM EST | 10:00 AM PST

How to Get in Front of Business Owners and Deliver Value Upfront That Earns Their Business

Life-member MDRT, and Registered Financial Consultant, Bill Watson draws from his successful financial services and insurance career of over three decades and uncovers the untapped potential with business owners. In this presentation, he not only explains his blueprint for getting in front of this audience, but also role plays positioning and closing. Discover the S.T.O.P. system and his eight key value builder drivers that you can use to empower business owners with value upfront in order to earn their business effectively.

Kasim Aslam

August 27, Tuesday @ 2:00 PM EST | 11:00 AM PST

How to Succeed with Online Marketing & How to Choose a Digital Marketing Pro to Help You

This 1-Hr presentation is content rich. Whether you're just intrigued by online marketing or you're already having success with it you cannot miss this training. Get clear about the 4 vital points for successful promotion online, and how to figure out content. Explore the different online channels and what you can do at $0 budget, $500 budget or $2,000 budget. Discover what consumers are looking for online in reference to insurance and how can you capitalize on that. This training will blow you away!

Danny Rasberry

August 27, Tuesday @ 3:00 PM EST | 12:00 PM PST

Top Producer Spotlight: From Good to Truly Great - the Mindset of a Top Life Producer

Meet Danny Rasberry and learn about his 3-decade journey as a producer and now an IUL expert, trainer and a mentor to many top producers. Danny walks you through some of the biggest pitfalls life producers encounter and offers insight both in terms of mindset as well as How-To's in order to overcome these. Learn from current stories, how to really boom your practice even if you have limited experience and why this may be the greatest time to be in the industry.

Stu & Senia Gramajo

August 27, Tuesday @ 4:15 PM EST | 1:15 PM PST

Marketing Fundamentals: How to Make Promotion Effective

The founders of Agent Link and organizers of Top Producer Summit get down to basics and share some of the most fundamental elements of marketing while delivering actionable methods for you to implement in your business immediately to start having more success with promotion and marketing.


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DAY 2 - Retirement Planning

Melanie Miller

August 28, Wednesday @ 12:00 PM EST | 9:00 AM PST

Powerful Strategies for Tax-Free Retirement Income - The IUL Path to Growing Your Practice

This nuts and bolts training delivers to both Financial Planners and Insurance Professionals. Discover how to do right by your retirement planning clients – see the topic covered like you’ve never seen it before. In addition to exact and product-independent systems to help clients avoid taxation in retirement, Melanie covers in-demand solutions for common issues like college planning and Long Term Care.

Mike Ford

August 28, Wednesday @ 1:30 PM EST | 10:30 AM PST

Answering the Under-met Demand for Long Term Care

A must-see for security-licensed advisors as well as insurance-only professionals. Mike analyzes the target demographics you can help with Asset-Based Long Term Care. As a top producer and trainer Mike shares strategies to stand out from the crowd and the approach to generating $2 in Assets Under Management for every new dollar in fixed business. Learn about his powerful Fact Finding method with prospects and existing clients and how to differentiate yourself and procure new business.

John Bellamy

August 28, Wednesday @ 2:30 PM EST | 11:30 AM PST

How to Use LinkedIn to Grow Your Business...Fast!

This 1-Hr presentation really lays down the 4-step system to succeed with LinkedIn. International coach and LinkedIn expert John Bellamy joins us from his home-base in Australia and draws from his extensive experience, including his work with agents and financial planners, sharing exactly how to create/optimize a profile, how to select your audience, how properly reach out and how convert connections to opportunities and conversations. You simply cannot miss it.

Tim Whitmore

August 28, Wednesday @ 4:00 PM EST | 1:00 PM PST

A Premium Financing Masterclass — How to Prospect, Present and Close

A producer with 26 years of experience operating at a top level in the field today, helping very high net worth clients, Tim Whitmore is also an expert at Premium Financing. In this masterclass, Tim breaks down the entire premium financing process all the way back from who to target and how to prospect for high-net-worth clients, through the many scenarios these sophisticated cases involve, to closing and objection handling. Learn from real estate planning as well as retirement planning scenarios.

Jeff Zwick

August 28, Wednesday @ 5:00 PM EST | 2:00 PM PST

Accessing New Markets that Need Your Help, as an Annuity Producer

Join our host Senia Gramajo in her interview with Jeff Zwick an industry insider and Top Annuity Producer Coach for over 20 years. Jeff has worked with thousands of the best annuity producers in the country. Jeff explores common challenges amongst FIA producers, as well as he reveals how to access new markets that need retirement-planning help.


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DAY 3 - Not Just Surviving But Thriving in Practice

Tyler Norton & Jerry Toombs

August 29, Thursday @ 12:00 PM EST | 9:00 AM PST

Think More, Do More: How Top Performers Set Business Strategy and Win

Understanding the different between tactics and strategy is vital in business as well as in marketing. 26-year MDRT member Jerry Toombs and Tyler Norton, with his tremendous experience in financial services, join forces and introduce us to a process that top performers use to assess their business and set business strategy that gets results. This dynamic session will expose you to a process that the very best performers and companies utilize to get so much more accomplished in the long run, including client acquisition, with less time and effort.

Jeff Kubik

August 29, Thursday @ 1:30 PM EST | 10:30 AM PST

How to Get in Front of Business Owners Effectively

In this session, Jeff points to a segment of the benefit market that is both confused and underserviced, providing untapped potential to producers and advisors, even those who do not specialize in either the benefits or the health market. Jeff provides a step-by-step strategy to find these qualified business owners. Learn how agents and advisors who specialize in different segments of the industry can access this market and leverage this new channel to develop new clients and more business.

Mike Surrano

August 29, Thursday @ 2:30 PM EST | 11:30 AM PST

The Booming Opportunity of the Senior Market

Find out how you can protect your book of business as it inevitable ages, and how you can deliver more value to your clients while improving retention and growing your business.In this session, Mike Surrano sheds light on key confusions and pitfalls in the senior market both with consumers as well as producers. Get stats and figures on this market growth potential as well as a useful way to evaluate carriers to partner with as an independent agent

Gary Owen

August 29, Thursday @ 3:30 PM EST | 12:30 PM PST

Thriving in the Senior Market Place with the G5 Agent Marketing System

Leveraging his success in the Air Force, a former Search & Rescue Pilot, Commander and Inspector General, Gary achieved tremendous success as an insurance producer and has gone onto training over 5,000 agents nationwide. His nuts-and-bolts session actually walks you through the G5-Agent-Marketing system he’s used to help producers nationwide have much success in the Senior Market and beyond.

Manuel Suarez

August 29, Thursday @ 5:00 PM EST | 2:00 PM PST

Strategies for Big-Time Success with Facebook Marketing

Manuel is a Social Media marketing master and has helped professionals across many fields including independent agencies have success promoting their services. Go behind the scenes with Manuel and learn what ingredients go into making effective Facebook promotion and marketing, and how can these fundamentals help you in your insurance business.

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