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Tools of a Top of the Table Advisor
(A Curation of Tools & Services by Real Wealth®)
Jake Randall, CEO of Taxbot
Connie Kadansky, President of Exceptional Sales Performance
Evan Unzelman, President of Sterling Foundation Management, LLC
Participants: 588
Rating: 4.2
Social Security: BIG Changes & BIG Opportunities
Robin Mueller & Tim Kiesling, Social Security Experts & Speakers
Participants: 1,114
Rating: 4.8
powered by
Charitable Planning Opportunities for the
Middle Class
Jim Silbernagel, 15+ Year MDRT Top of the Table Qualifier
Participants: 957
Rating: 4.6
THRIVE During the Economic Downturn
Van Mueller, 21+ Year MDRT Top of the Table Qualifier
Participants: 1,172
Rating: 4.8
Close the Sale: Disability Insurance
Camille Snyder, DI Specialist
Jason Mendelsohn, Cancer Survivor
Participants: 748
Rating: 4.7
RealWealthMarketing.com
Info@RealWealthMarketing.com
Tel: (877) 825-7579
114 Main St. PO Box 445
Kewaskum, WI 53040
MARKETING
Loved the tips on recognizing
opportunities and how to differentiate yourself.
– David Malkin, Attendee
I learned good responses to objections.
Now I will call it ”income protection”
instead of “disability income”.
– Brittany Somsen, Attendee
I now have a better understanding
of Restricted Application.
– Daniel Watson, Attendee
Taxbot could be a game-changer for my
agents. Everything you do is beneficial.
– Ryan Paris, Attendee
Great to understand how taxes can
help in selling Life Insurance.
– Fred Callahan, Attendee

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Power Session LIVE Engagement Details Jan-May 2016

  • 1. Tools of a Top of the Table Advisor (A Curation of Tools & Services by Real Wealth®) Jake Randall, CEO of Taxbot Connie Kadansky, President of Exceptional Sales Performance Evan Unzelman, President of Sterling Foundation Management, LLC Participants: 588 Rating: 4.2 Social Security: BIG Changes & BIG Opportunities Robin Mueller & Tim Kiesling, Social Security Experts & Speakers Participants: 1,114 Rating: 4.8 powered by Charitable Planning Opportunities for the Middle Class Jim Silbernagel, 15+ Year MDRT Top of the Table Qualifier Participants: 957 Rating: 4.6 THRIVE During the Economic Downturn Van Mueller, 21+ Year MDRT Top of the Table Qualifier Participants: 1,172 Rating: 4.8 Close the Sale: Disability Insurance Camille Snyder, DI Specialist Jason Mendelsohn, Cancer Survivor Participants: 748 Rating: 4.7 RealWealthMarketing.com Info@RealWealthMarketing.com Tel: (877) 825-7579 114 Main St. PO Box 445 Kewaskum, WI 53040 MARKETING Loved the tips on recognizing opportunities and how to differentiate yourself. – David Malkin, Attendee I learned good responses to objections. Now I will call it ”income protection” instead of “disability income”. – Brittany Somsen, Attendee I now have a better understanding of Restricted Application. – Daniel Watson, Attendee Taxbot could be a game-changer for my agents. Everything you do is beneficial. – Ryan Paris, Attendee Great to understand how taxes can help in selling Life Insurance. – Fred Callahan, Attendee