When

Thursday February 11, 2016 at 8:00 AM MST
-to-
Saturday February 13, 2016 at 12:00 PM MST

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Where

Scottsdale Plaza Resort 
7200 N. Scottsdale Road
Scottsdale, AZ 85253
 

 
Driving Directions 

Contact

Debbie Conner 
Vick & Associates, Inc. 
480-376-0694 
debbie@vickassociates.com 
 

VICK & ASSOCIATES IMMERSION RETREAT Maximizing Social Security Advisor Training 

Join Vick & Associates for the premiere Social Security advisor training event in our industry. This 2-1/2 day event will provide you with the knowledge, credentials and training to successfully market, teach, get appointments and write business from Social Security workshops. 

Invaluable for ALL advisors using Social Security in their marketing and/or sales process.

NSSA DESIGNATION FEE $360 (NORMALLY $795) 

Day one, we will facilitate you earning your National Social Security Advisor (NSSA) designation (the NSSA is recognized by FINRA on their website in the designation list).  Highlights of our NSSA program are as follows:

  • Hamilton Morales, Marketing Program Specialist at FIG and Social Security Expert will teach a series of NSSA classes throughout the day
  • After classes are complete we will conclude with an official NSSA proctored exam
  • At the end of the day you will have earned your NSSA designation
  • The $360 cost for the NSSA is heavily discounted for Maximizing Social Security Immersion Retreat participants (normally $795)
  • The NSSA designation will also provide you with eight hours of Continuing Education (CE) credit (with the exception of FL, NY and SC residents)

Day two and the morning of day three, we will cover how to create and host a successful Social Security Workshop from start to finish, including:

  • A successful mailer that packs the room with highly qualified prospects that meet a specific demographic profile
  • How to properly teach the Maximizing Social Security Workshop, leveraging the tools and support that Vick & Associates provides (workbooks, powerpoints, training videos, etc.)
  • How to position appointments in the workshop to achieve an average appointment ratio of 85%
  • The proven sales process that transitions appointments into annuity premium

There is no other program like this in our industry.  Don't miss the opportunity to learn how to make the number one marketing platform, Social Security Workshops, work for you and pack your pipeline with new highly qualified prospects. 

There is no cost for the training (excluding the NSSA fees) and group meals will be provided

Registration deadline is January 8th, 2016

REQUIREMENTS:  Must have at least one Maximizing Social Security workshop scheduled and paid for before the Immersion event.  Must also have at least $1.5M in paid premium within the past 12 months and be appointed through Vick & Associates with at least 4 core carriers.

MUST BRING A LAPTOP OR TABLET TO TAKE THE NSSA EXAM

PAYMENT FOR NSSA CLASS & EXAM:

Fee for the NSSA Designation class & exam is $360.00 per person (includes a non-refundable $50 setup fee). Please review the above REQUIREMENTS before submitting your payment.

CLICK HERE to proceed to the payment page

ACCOMMODATIONS:

If you plan to stay at the Scottsdale Plaza Resort during this event, please note that we have negotiated a block of rooms at a reduced Group Rate of $189 + tax per night. 

The deadline to receive this rate is January 8, 2016.

Reservations can be made by contacting the hotel or booking online as follows...

  • Contact the hotel at 480-948-5000 and tell them you are with Group Code: VCK160216
  • Or CLICK HERE to register online. (please enter your preferred room type [1 King or 2 Queen] in the "Comments" section.  The total amount shown online includes a nightly Resort Fee, but this cost will be removed when you check in. YOUR CREDIT CARD WILL NOT BE CHARGED UNTIL YOU CHECK IN)

CANCELLATION POLICY:  Cancellations require a 72 hour notice. If less than 72 hours, your credit card will be charged for 1 night.

AIRPORT SHUTTLE TRANSPORTATION:

The Scottsdale Plaza Resort can provide airport shuttle service from Phoenix Sky Harbor (PHX) for a cost of $23.00 per person each way.  This price INCLUDES driver gratuity, and the cost will be posted directly to your room account at the Resort

THE SHUTTLE OPERATES FROM 5:30AM TO 9:00PM.  If your flight arrives after 8:45pm, please make alternate arrangements for transportation to the Resort.

TO REQUEST SHUTTLE PICK UP:  Upon arrival at the Phoenix Sky Harbor airport, or baggage claim, call 480-951-5118.

AGENDA:

CLICK HERE to view a copy of the agenda