Retirement Recharge 2015 featuring

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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

“

Here’s what other attendees have said

about Tom Hegna:

[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

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 2015. 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**

877.529.4590

.

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.

www.advisorscircle.com | 877.529.4590

“

_“

Circle

SM

Advisors

FINANCIAL & INSURANCE GROUP, LLC

Presented in cooperation with

Retirement Recharge 2015

featuring

Tom Hegna

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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. 2014 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

Retirement Recharge 2015

featuring Tom Hegna

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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 641.755.4201. 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 32827

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 85256

866.877.9897 - Call to reserve a room at the group rate.

Booking ID # 7712 - 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 800.362.1097.

Information packet

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Security licenses (Check all that apply):

6 7 24 26 65 66

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 641.755.4201.

Registration form

Name:

__________________________________________

Company name:

_________________________________

Business address:

________________________________

_________________________________________________

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

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.

Phone:

_______________________________________________

Fax:

_________________________________________________

Cell:

________________________________________________

Email:

_______________________________________________

Gender:

Male Female

Date of birth:

_//__

Event attending (Circle one):

February 18 to 19, Orlando, FL or April 23 to 24, Scottdale, AZ

Brokers International support contact:__________________

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Travel and lodging form

Travel and lodging information

Travel and meeting requirements

Attendee name(s):

_____________________________

_______________________________________________

Print name(s) for name tags: ____________________

_______________________________________________

Company name:

_______________________________

Business address:

___________________________________________________________________________________________

____________________________________________________________________________________________________________

Event attending (Circle one):

February 18 to 19, Orlando, FL or April 23 to 24, Scottsdale, AZ

Brokers International support contact:

_________________

______________________________________________________

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

Phone:

_______________________________________________

Fax:

_________________________________________________

Cell:

________________________________________________

Email:

_______________________________________________

This form must be completed to fi nalize your registration.

You will receive confi rmation on the Monday prior to the

meeting via: fax email (check one)

Please specify: Flying Driving Will you be renting a car? Yes No

*Please note: You must fax us your travel itinerary to 641.755.4201 in order for us to coordinate all events.

Please specify any special dietary needs: __________________________________________________________________________________

Plan on arriving at the airport no later than 4 p.m. and make your return fl ights for Day 2 after 7 p.m. Dress code is business casual for all events.

If you need assistance with fl ight arrangements, we recommend Kathleen Stahl Travel Services at 800.982.8606.