1. 12/1/2018

2. Admin notes Sign-in @ registration table
One take-away book per registrant
Wear your name tag
We film general sessions and seminars
When addressing the speaker or audience, please use hand-held microphones
Symposium videos will be posted on the Practitioner’s video archive
Attendance roster will be available for all
12/1/2018

3. 6 February Session 1 East Room M 10:00 Welcome & Overview
David Stearns
10:30
The State of the IBI
L. Carlos Lara
11:15
IBC – Points to Consider
Nelson Nash
12:00
Lunch
Session 2 Breakouts
Group 2
East Room K
Group 1
Carlos Lara
1:00
Case Study
John Moriarty
Interpretations
Scott Bretl
2:00
Becky Rice
Jim Oliver
3:00
Break
3:15
Client Interview
Bruce Wehner
Selling
Larry Byrd
4:15
Mike Everett
Paige McKechnie
5:30
Hosted Reception
6:30
Hosted Dinner
8:00
Practitioner’s Course Final Exam
Robert Murphy

4. 7 February 7:00 Breakfast Session 3 Breakouts East Room M
Group 2 David Stearns
East Room K
Group 1
Carlos Lara
8:00
Interpretations
Scott Bretl
Case Study
John Moriarty
9:00
Jim Oliver
Becky Rice
10:00
Break
10:15
Selling
Larry Byrd
Client Interview
Bruce Wehner
11:15
Paige McKechnie
Mike Everett
12:15
Lunch
Session 4
1:00
IBC Review, State of the Economy, and IBI Plans for the Future
Robert Murphy
1:45
Breakout Panel
2:30
IBI Panel
4:00
Practitioner’s Course Final Exam
12/1/2018

5. Think Tank Night of Clarity
Infinite Banking Concepts LLC
United Services & Trust Corp
Think Tank Night of Clarity
Producers Consumers

6. Think Tank Night of Clarity
Infinite Banking Concepts LLC
Resources
Monthly Webinars
IBI YouTube Channel
Mentorship
United Services & Trust Corp
Think Tank Night of Clarity
Producers Consumers

7. Dashboard Video Archive LMR Archive Monthly Webinar Archive
Promotional Material
Private Store
12/1/2018

8. Ages

9. Financial Professional Breakdown

10. Agent Financial Professional Breakdown

11. Agents: Types of Contracts

12. Insurance Companies

13. New Production Annually

14. Renewals Annually

15. Course Relevancy

16. Where Expectations Met?

17. Would Your Recommend this Course?

18. What you want more of …

19. What you want more of …
We need more practical applications of the program using language that is more easy to understand and apply
How to better find available funds from a prospects fact find
Example of using an IBC policy to buy and payoff a car loan and send a child to college
Finding money in a tight budget to apply to an IBC policy
Tax Considerations
A more detailed explanation of policy loans
Interest recapture from loan paybacks 
More help in the marketing and promotion
More effectively market myself as an IBC Practitioner to the general population

20. My Journey With IBC
Scott Bretl
Case Study
Jim Oliver
Selling
Larry Byrd
John Moriarty
Becky Rice
Client Interview Techniques
Bruce Wehner
Mike Everett
Paige McKechnie