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Top Producers Share the Latest in Roth Conversion Techniques

Top Quote Leading Advisors Help Put Peers in the Know About UpComing Roth Conversion; Next Session Offered in December. End Quote
  • (1888PressRelease) November 12, 2009 - SAN DIEGO, CA – Asset Marketing Systems (AMS) producers learned the latest in Roth Conversion techniques and strategies at “Game Plan: Sales Strategies” in Nashville, TN, AMS President & CEO Les Durland announced today. A larger than expected audience attended the powerful program led by Pete Benson and John Maxson, two of the industry’s top producers, and focused on what advisors need to know about the Roth Conversion opportunity which commences January 1, 2010.

    In discussing the training program held in Nashville TN, Durland said, “Pete and John of Beacon Financial are among our very top producers at AMS; they’re are on track to top $50 million in total production for 2009. They bring an honest, balanced approach to financial planning that is truly unique in the industry today, which is why they dominate their competition and really are the premier experts in the Nashville area. And yet they have taken their time to prepare and present this training session for their friends and colleagues among AMS producers so that all of them, as a team, will be able to be the first ones out of the block to advise their clients about the upcoming opportunities for financial protection afforded by the Roth Conversion.”

    At this event, Pete and Jon shared their knowledge about:

    • Marketing strategy
    • REITs
    • Adaptive Managed Accounts
    • Equipment Leasing
    • Collateralized Notes
    • Energy Partnerships

    Concluded Durland, “Pete and Jon have developed a revolutionary new marketing and sales system that delivers levels of profitability that were previously thought unattainable and they did it by being the best and most knowledgeable in their field. They shared their proven and tested system with selected AMS advisors, and their effort puts our team miles ahead of its competition. As a further example of how AMS is leading the way, those producers who missed this session can still get ahead of their competitors by attending the next seminar in December in Nashville. And for those producers not already at AMS, a session will be offered in St. Louis describing to non-AMS producers this powerful program.”

    AMS is an Independent Marketing Organization (IMO) or Field Marketing Organization (FMO) that was founded in 1996 by Richard M. Metcalfe II. Today, after more than a decade of service delivered by a staff of highly qualified professionals, the company has placed over $9 billion in annuities, life insurance and long-term care insurance premiums.

    For more information visit www.assetmarketingsystems.net.

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