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  • Attend the Invest in You event and the time you spend will help elevate your business and close more sales. Invest in Yourself.
Develop Your Personal StoryClarify Your Marketing MessagesProspect Like a Pro

We Believe So Strongly In Our Producers That We Want to Invest in You!

The Invest in You sales meeting being held Nov 7-9 in Scottsdale will help independent financial professionals close more sales. Spend two days with us at the Talking Stick Resort as we help hone and fine-tune your personal and professional development so you can attack your market and elevate your business to the next level.

Develop Your Personal Story

Bo Eason coaches some of the most successful leaders in the world on how to communicate for maximum impact and success. His presentation will help you create a human connection that is uniquely yours.

Clarify Your Marketing

Simply put, when you confuse you lose. Jeff Janes is a Certified StoryBrand guide and will show you the framework to clarify your marketing so that people listen and convert. You’ll also walk away with a professional head-shot and marketing materials customized to you.

Prospect Like a Pro

You need prospects to grow your business. Mark Triplett is an Investment Advisor Representative, and he personally coaches high-end financial professionals on the steps needed to prospect like a pro. Plus, we’ll help you identify the right-fit prospects for your practice.

Hone Your Selling Style and Process

Sometimes the simplest tools help you get the job done, and this keynote session will provide you with the tools the top advisors use that have helped them transition their business from good to great.

401(k) Maneuver

A large portion of today’s retirement funds have been sitting idle in the default options or simply in Target Date Funds. As an Investment Advisor Representative, this exclusive opportunity can help you show clients how to self-direct their 401(k) to mitigate risk and increase performance for a fee.

Compelling Sales Strategies

We will share with you the hottest sales strategies and concepts so you can position more life and annuity products in your practice. These sales concepts are generating billions in sales each year, and you will walk away from this event ready to immediately use these concepts in your practice.

Invest in You

The value being offered at this two-day event is well over $3,500, and your investment is just $499 — and that includes all your lodging, meals and activities. Plus, we offer an opportunity to recoup your investment.

Write $150,000 of paid annuity premium or $15,000 of paid target life premium through Partners Advantage either prior to the event or within 60 days following the event and we will reimburse you the entire registration investment. New York production is not included. Excludes some products and carriers. Restrictions may apply1.

We offer a money-back guarantee. If you attend our event and feel you did not receive at least $499 of value, we will return your entire registration investment.


Our Carriers and Sponsors

North American Company
American Equity
Great American
Mutual Trust
One America



A high quality event requires a high-quality location. This meeting will be held at the luxurious Talking Stick Resort where you will enjoy their luxurious rooms, restaurants, spa and more. All rooms include the most contemporary features such as complimentary wifi, luxurious robes and premium amenities. Your hotel accommodations are included in your registration investment.

Join us and experience the hottest trend talking over golf — Top Golf. This event on Nov 7th, will be fun for all — even if you’ve never played golf before. When it comes to the game itself, players hit micro- chipped golf balls from a weather enclosed bay that tracks each shot’s accuracy and distance while awarding points for hitting targets on the outfield. Whether you’re an aspiring golf pro or picking up a club for the first time, Topgolf is everyone’s game. It’s fun. It’s competitive. And it’s included in your event ticket.


What They’re Saying About Top Golf Events:

“The game was awesome, even though we weren’t golfers … and the food was out-of-this-world." - Melanie K.

“Top Golf was an absolute blast and everyone had a great time.” - Jay M.

“Hospitality all the way! Everyone was well taken care of and had a great time.” - Tamara J





1. Not all products and carriers are included. Restrictions may apply by carrier. Registered Representative participation is subject to Broker/Dealer approval. Terms and conditions of this promotion are subject to change at the sole discretion of Partners Advantage Insurance Services, LLC. Agent must be in good standing with Partners Advantage Insurance Services at time of reimbursement with no transfer requested or pending.  

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