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HOME > EDUCATION & EVENTS > 2023 IARFC VIRTUAL CONFERENCE
Cost:
$97 for IARFC Members
$197 for Non-IARFC Members (Non-members who register for the conference and apply for a designation/credential will receive a $197 discount off the Membership Fee – available through 12/31/23)
The facts and opinions expressed by the presenters of the Virtual Summit are the author’s views and are not endorsed by the IARFC. The IARFC makes no claim as to accuracy and does not guarantee or endorse any product or service that may be advertised or featured. Additionally, the IARFC assumes no responsibility or liability for any errors or omissions in the content of the material presented. The information is provided by the authors on an "as is" basis with no guarantees of completeness, accuracy, usefulness, or timeliness. The schedule of presenters and/or content is subject to change. In the unlikely event that internet interruptions and/or technical difficulties occur, the IARFC will make available to conference subscribers, a recording of the Summit presentations.
2023 IARFC VIRTUAL SUMMIT

Join us for the 2023 IARFC Virtual Practice Building Summit September 28 - 29, 2023
This exciting event from the IARFC is an opportunity to glean from industry peer practitioners at the highest levels. You’ll have an immediately accretive opportunity to take something, or many things, away from this experience that could be translated into your practice RIGHT AWAY. The presenters will offer insight on a variety of topics from practice management, to best practices, products, platforms, and planning. Each presenter brings decades of experience and insight to the presentation of their breakout session topic. (Each presentation is worth 2 IARFC CE Credit Hours.)Cost:
$97 for IARFC Members
$197 for Non-IARFC Members (Non-members who register for the conference and apply for a designation/credential will receive a $197 discount off the Membership Fee – available through 12/31/23)
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Welcome David Kinder, RFC® David Kinder Insurance and Financial Wealth Solutions Learn more... |
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Tom Love The Breakaway League Make Life Insurance A Want Rather Than A Need Learn more... |
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Gail Goodman Phone Teacher Intentional Conversations Learn more... |
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Bill Cates, CSP, CPAE Referral Coach International and the Cates Academy For Relationship Marketing Create Exponential Growth by Multiplying Your Best Clients Learn more... |
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Kelly Smith Sr., CLU®, ChFC®, RFC® CapitalSmith Financial and Insurance Services The New Era of ESOPs Learn more... |
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Joel Weldon Keynote Speaking to Grow Your Insurance Practice Learn more... |
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Dr. Sanjay Tolani Conversation Starters with High-Net-Worth Clientele Learn more... |
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Sandy Schussel 4 Steps to a Million Dollar Practice Learn more... |
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Judy Hoberman Judy Hoberman and Associates Meet the Real Decision Makers and How to Get Them to Say “Yes" Learn more... |
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Arwen Becker Tapping into the Largest Wealth Transfer in History (and it’s not the one you’re thinking of) Learn More... |
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Jeremy Nason, RFC® Insurance Pro Shop The Power of Problem-Focused Sales Learn more... |
Day 1 | ||
12:00 - 12:10 pm | Welcome | David Kinder, RFC® |
12:10 - 12:50 pm | Tom Love | Make Life Insurance A Want Rather Than A Need |
1:00 - 1:50 pm | Gail Goodman | Intentional Conversations |
2:00 - 2:50 pm | Bill Cates, CSP, CPAE | Create Exponential Growth By Multiplying Your Best Clients |
3:00 - 3:50 pm | Kelly Smith Sr., CLU®, ChFC®, RFC® |
The New Era of ESOPs |
4:00 - 5:45 pm | Keynote - Joel Weldon | Speaking to Grow Your Insurance Practice |
Day 2 | ||
12:15 - 12:50 pm | Dr. Sanjay Tolani | Conversation Starters with High-Net-Worth Clientele |
1:00 - 1:50 pm | Sandy Schussel | 4 Steps to a Million Dollar Practice |
2:00 - 2:50 pm | Judy Hoberman | Meet the Real Decision Makers and How to Get Them to Say “Yes" |
3:00 - 3:50 pm | Arwen Becker | Woman's Market - Tapping into the Largest Wealth Transfer in History (and it’s not the one you’re thinking of) |
4:00 - 4:50 pm | Jeremy Nason, RFC® | The Power of Problem-Focused Sales |
5:00 - 7:00 pm | Panel | Arwen, Bill, Gail, Jeremy, Sandy, Judy, Tom |