Dave Vick

$100,000,000 in FIA career, Partner.

Dave sells both indexed annuities and managed money, and has written in excess of $100,000,000 in Indexed Annuity Premium in his career. 

Over 90% of Dave's clients come from referrals, and he will teach you his techniques.

Dave follows a 3-step sales process. Investigate, Recommend and Implement - that has increased his closing ratio to over 90%.

Dave has created a foolproof indexed annuity sales presentation, the ABC Planning Process where prospects tell him how much of their portfolio belongs in FIA's.

Dave has created a proprietary software program called Financial Snapshots that helps him present his concepts, close sales and track every new interview with a client. (Compliance departments love this system.)

Dave is always tinkering with his practice and shares his successes with our reps. Examples of his new seminar, Wall Street is Broken and his new complete 401(k) prospecting and sales system, What's Wrong with Your 401(k)?

Hear Dave at the MVP Academy Fall Classic,
Oct 8th, 9th, Las Vegas - Register Now