"I began looking for an alternative seminar program after leaving a local FMO. I pride myself on being compliant and am a top producer. I purchased the “LifeCourse Navigation” seminar but did not use it because I was using another seminar at the time. I recommend this thoughtful and insightful piece that isn’t the same talk about mutual funds, annuities and investments. Thank you again for a different approach to our practice in the investment world. I shouldn’t have waited!" Mark A. Nunn MEP MDRT
Tristar Financial and Insurance Services "Within 2 weeks of studying the LifeCourse Navigation workshop, I used it for a presentation to the Fraternal Order of Police with over 22 police officers attending. I've had 4 meetings so far with 2 clients retiring this year with over $750,000 in rollovers pending. One prospect sits on the Oklahoma Police Pension board, and was very impressed. Thank you for your work to improve my practice." Aaron S. Curry
Financial Partners I've had my LifeCourse Navigation program for 48 hours. Using just the workbook in a one-to-one meeting with a 41-year old woman and focusing on the possibility of a long, healthy, responsible and purposeful life (ageless explorers) I was entrusted with an additional $1,000,000 in assets, put in place a $200,000 tax-deferred fixed annuity, as well as had the client agree to call her attorney about completing the proper estate protection documents.
Your program allowed me to talk about "The Big Picture", goals, and long-term planning not just tactics and product. Moreover, I know the attorney will call me and ask me how I was able to move the client forward with her planning. Thank you. Jeffrey F. Smith, Woodworth Group
Representative of FSC Unlike other seminar systems, LifeCourse Navigation is a message, as opposed to a product. Products wear out and become stale. Products eventually let you down. The message contained in LifeCourse Navigation offers a variety of life adventures that real people can choose to dream about and plan for. It’s a message of hope in the journey, instead of the disappointment of an arrival. For me, this is a message that lives and continues to unfold and that’s a message worth giving over and over again! Bob O’Neal
SunAmerica Securities, Inc. Bottom line: It works. At our (recent) seminar in Buffalo, we had 10 upscale households in attendance. All ten requested free initial consultations! My colleague is doing the follow up on these cases and writing good, solid business (life, DI, LTHC, securities). Your work is an integral part of our success. So keep up the good work. Thanks for the updates. Robert L. Coyle
Common Sense Money, Albany, NY I LOVE the Silver version! I made notes on the script of all the new parts, and I'm up to using the CD which "walks" you through all of the changes and great tips. Excellent mid-course improvements!!! Amy Maley
Rosenberg Financial Group I purchased the LifeCourse Navigation seminar because it gives me a presentation like none other on the market today. This seminar gives me new, timely information gathered by Ken Dychtwald, the known leader in the field. I can now offer a fresh, clean, crisp presentation that brings value to corporate Human Resources Departments like no other seminar on the market today. Nathan Bell, CMFC
Royal Alliance Associates, Inc. I have been helping people with retirement planning for more than 20 years. I’ve seen a variety of financial seminars as well as given many seminars myself. The LifeCourse Navigation seminar is unique and interesting. I believe that the seminar attendees will enjoy it and be motivated to schedule time with one of our financial advisors to help them lay a course for a successful and life fulfilling retirement. Bruce Alford
President/CEO, AJ Noble Group, LLC Please tell Ken that I want to open a Dychtwald branch office in Minneapolis. The more I get into the material, the more alarmed I get and feel an overwhelming need to share with people the Age Wave phenomenon. John Lindeman
AIG Valic LifeCourse is being very well received in the continuing education classes I am teaching for State CEUs. Fred Koogler
Koogler Financial Your updates on Ken Dychtwald (i.e. 60 Minutes, Today Show, American Demographics Magazine) are very helpful. Please continue to let us know about these credibility builders. Congratulations! You guys are on a roll. J. Smith
Woodworth Financial On interactive exercises…While I had the Otto VonBismark slide on the screen, I asked the audience to design a retirement plan. This interactive exercise worked really well - the group came up with 90 as the retirement age. When the Webster's definition of retirement was on the screen, I asked the group "So what do you tell people if you do not want to tell them you are retired based on this definition?" They could not come up with an answer. However, they were certain that they were not retired based on that definition! There was unanimous agreement that we needed a new definition for the lifestage we are currently calling retirement that they are in now. Donald Todd
Oregon Pacific Financial Advisors The Silver version is great for my business because the majority of my client base is older boomer and retirees. Thanks so much for getting the materials to me quickly. Kay Maxwell
Maxwell Financial This new focus - ways to stimulate calls to action and the version for retirees -- is RIGHT ON! These are the two challenges we had with the program, and I am very glad to see you have addressed them. Paul Damon
Family Capital Management We believe in what Ken and the rest of the Age Wave staff are doing and want to truly help people along their life course. Jack Weir
Martin Weir, Inc. I did the LifeCourse seminar for a senior group at my church, and they really liked the presentation. We had a great discussion about "where was this stuff 20 years ago?" "This information needs to reach people in their 50's." The result was a new $300,000 account. It's interesting how many articles relating to the age wage and longevity are surfacing in all the papers and periodicals. I find that using these articles as an icebreaker to open the seminar is a great way to create interest in my presentation. Rick Burcham
CLU, ChFC, Acuity Advisors, LLC We're extremely pleased with the revised Silver Version and starting to have fun with it in seminars. Thanks again for all of your support. Alan J. Norris
Independent Financial Group, LLC The LifeCourse Navigation seminar is fantastic material and information! Rob Wyrick
SunAmerica Securities I really like having the option of using the 20-minute video presentation of Ken Dychtwald included in the LifeCourse materials. I used it this week, and it went over very well. Ashok Shendure
BDS Securities Thank you so much for taking the time to return my call yesterday from the airport in New York...and on your way to a vacation no less. What great service! Phil Calkins
AIG Valic Thanks for giving me the opportunity to learn from one of the LifeCourse users. He was most generous with his valuable time and gave me tremendous insight and detail on how he has successfully used the program in his area. I took copious notes and will use the information to our advantage. I can't say enough how gracious and helpful he was. Ellie Deskin
Lifetime Investment Management, LLC We have used your seminar at the beginning of a series of programs we did for a large utility company. We did a shortened version of LifeCourse to10 different groups with an average group number of 60 people. It spiced up our presentation. Peter Dolan
Plaza Financial Advisors So far, I have done three seminars using the LifeCourse Navigation material. At one event, a Client Appreciation Night, I had 125 attendees and the program went very well. I think it succeeded because it was entertaining - a perfect tool for existing clients. Jim Dowdy
SunAmerica Securities
