Retirement Recharge 2015 featuring

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2 Retirement Recharge 2015 featuring Presents Tom Hegna Start the New Year strong by reenergizing your retirement strategies. Jump start your business by attending Brokers International s upcoming Retirement Recharge event. During this exclusive engagement, best-selling author and speaker Tom Hegna will headline with his signature Paychecks and Playchecks Retirement Planning program. Utilizing a common sense approach, Tom and our speakers will provide you with timely, innovative and comprehensive financial solutions to spark your business in Program topics include: Step-by-step retirement guidance; Simplified life insurance case strategies; Industry updates from top executives; and Trends in annuity compliance. You ll come away from this memorable, high-energy event with a renewed passion and plan for fueling your business growth. Join us February 19, 2015 at the Hyatt Regency Orlando International Airport in Orlando, FL or April 24, 2015 at the Talking Stick Resort in Scottsdale, AZ. Registration is FREE to those who qualify. Plus, find out how you can get your airfare FREE* simply call Here s what other attendees have said about Tom Hegna: In my two decades of meetings and presenters in the financial services industry, Tom Hegna proves to be the most entertaining and motivating presenter I ve experienced. His brilliance will impart a permanent benefit to your practice. Christopher T., MN [Tom] was the best speaker on the subject of life insurance and annuities I have ever heard. His stories were great and they helped me better understand how to use life and annuities for my own clients. I now use all his tools in my practice and it has made a huge difference. Norman W., TX Presented in cooperation with Advisors FINANCIAL & INSURANCE GROUP, LLC Circle SM For financial professional use only - not for use with the general public Brokers International, Ltd., Brokers Life Marketing Group, LLC. All rights reserved. Certain qualifications apply. Brokers International is the sole promotion sponsor. Brokers International reserves the right to cancel this promotion at anytime without notice. *To receive travel reimbursement, agent must be contracted through Brokers International and in good standing. Agent must submit at least $100,000 in qualifying annuity premium or $10,000 in qualifying target life premium within 90 days of attending the Retirement Recharge 2015 meeting. Certain restrictions apply. Registrants and producers are strongly encouraged to obtain competent legal advice on the licenses and registrations necessary to conduct their business in the states in which they do business and to understand completely what is considered investment or securities advice. Brokers International and Tom Hegna do not provide legal or tax advice. The information provided in this program is general and educational in nature, and is not intended to be, and should not be construed as legal or tax advice. Laws of a specific state or laws relevant to a particular situation may affect the applicability, accuracy, or completeness of this information. Federal and state laws are complex and subject to change. Brokers International and Tom Hegna make no warranties with regard to the information or results obtained its use. Brokers International and Tom Hegna disclaim any liability arising out of agent s use of or reliance on, the information. Strategies may include the recommendation of an insurance product. For specific tax or legal information, consult your accountant and/or attorney.

3 Retirement Recharge 2015 featuring Tom Hegna Day 1 7 to 9 p.m. Welcome reception Day 2 Presenter 8 to 9 a.m. Breakfast and registration 9 to 9:30 a.m. Brokers International welcome Bill McCarty 9:30 to 10:30 a.m and 2015 Annuity Trends Ensure your compliance with and overview of the different licenses and designations requested for insurance and annuity professionals. Kim O Brien 10:30 to 10:45 a.m. Break 10:45 to 11:45 a.m. Executive Panel: State of the industry Panel 11:45 to 12:45 p.m. Lunch 12:45 to 3:45 p.m. Paychecks and Playchecks Experience Tom Hegna s wildly popular presentation on retirement s three major phases, estate planning, discretionary retirement goals and leveraging guaranteed income sources to cover basic needs. Tom Hegna 3:45 to 4 p.m. Break 4 to 5 p.m. Life as an asset class and the fundamentals of case design Increase coverage, cash flow and flexibility by designing a insurance policy using indexed universal life. Pat also will cover the living benefits of life insurance and how to discuss expenses with clients. Pat Lanigan 1200 E. Main St. Panora, IA Brokers International, Ltd. All rights reserved.

4 Information packet Thank you for your interest in the Brokers International s Retirement Recharge 2015 featuring Tom Hegna. Please read the following information carefully. Enclosed are your registration and travel forms. Complete the forms and fax them to Once forms are received, you ll be contacted by a Brokers International associate to confirm your registration. While participation in this event is complimentary, your transportation and hotel costs are your responsibility. You can choose from either of these event options: February 18 to19, 2015 Hyatt Regency Orlando International Airport 9300 Jeff Fuqua Blvd. Orlando, FL Click here to reserve a room at the group rate. or April 23 to 24, 2015 Talking Stick Resort 9800 E. Indian Bend Rd. Scottsdale, AZ Call to reserve a room at the group rate. Booking ID # Make sure to mention this ID number when you call. Brokers International will provide the following meals: Day 1 - Dinner welcome reception Day 2 - Breakfast and lunch Please let us know if you have any special dietary requirements. If you have any questions, please call Connie Gustin at For financial professional use only. Not for use with the general public Brokers International, Ltd. All rights reserved.

5 Registration form Event attending (Circle one): February 18 to 19, Orlando, FL or April 23 to 24, Scottdale, AZ Name: Company name: Business address: Brokers International support contact: Phone: Fax: Cell: Gender: Male Female Date of birth: / / If you are insurance licensed, please complete the following section. If you are a CPA who does not have an insurance license, please leave the following section blank. How long have you been in the insurance business? 0-2 years 3-5 years 6-9 years 10+ years Are you an independent agent? Yes No Gender: Male Female Professional designations? (Check all that apply): CFP - Certified Financial Planner ChFC - Chartered Financial Consultant CLU - Chartered Life Underwriter CPA - Certified Public Accountant JD - Juris Doctor (Doctor of Laws) Other: Types of business offered? (Check all that apply): Fixed annuities Life insurance Variable annuities Investment advisory business Securities commissions Security licenses (Check all that apply): Total fixed annuity premium: $1 - $999K $1M - $1.9M $2M - $4.9M $5M+ N/A Total life premium: $1 - $50K $51 - $99K $100K - $249K $250K+ N/A Security commission: $1 - $9K $10 - $24K $25K - $49K $50K - $74K $75K - $99K $100K+ N/A Assets under management (AUM): $1 - $9.9M $10 - $29.9M $30M+ N/A Do you have your own RIA? Yes No How does your current broker/dealer treat your indexed annuity production? Supervised only Supervised, but not run through the grid Not allowed to sell annuities Treated as an outside business activity Do you have agents reporting to you? Yes No Please fax this form along with your completed travel and lodging form and your flight itinerary to For financial professional use only. Not for use with the general public Brokers International, Ltd. All rights reserved.

6 Travel and lodging form Event attending (Circle one): February 18 to 19, Orlando, FL or April 23 to 24, Scottsdale, AZ Brokers International support contact: This form must be completed to finalize your registration. You will receive confirmation on the Monday prior to the meeting via: fax (check one) Please check the appropriate boxes if you will be attending: Day 1: 7 to 9 p.m. Welcome reception Day 2: 9 a.m. to 5 p.m. General session Attendee name(s): Phone: Fax: Print name(s) for name tags: Cell: Company name: Business address: Travel and lodging information Please specify: Flying Driving Will you be renting a car? Yes No *Please note: You must fax us your travel itinerary to in order for us to coordinate all events. Please specify any special dietary needs: Travel and meeting requirements Plan on arriving at the airport no later than 4 p.m. and make your return flights for Day 2 after 7 p.m. Dress code is business casual for all events. If you need assistance with flight arrangements, we recommend Kathleen Stahl Travel Services at Please fax this form to For financial professional use only. Not for use with the general public Brokers International, Ltd. All rights reserved.