Active management to move money and variable accounts to the right places at the right time

Learn how McCready and his firm generate more than USD 2 million of recurring revenue each year by providing active money management on annuities, life insurance and institutional-class brokerage accounts. McCready shares, step by step, how ordinary life insurance agents can supercharge their business and revenue while creating exceptional client service. McCready began the transformation of his practice into an independent “faith-based” full wealth management firm 20 years ago, and so can you. Leave this session with the tips, tools and — most importantly — the courage to take your business to the next level of success.