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RSU — The Wait Is *Almost* Over!

  • Writer: Equis Financial
    Equis Financial
  • Mar 28
  • 2 min read

Updated: Apr 16

The wait is almost over! If you're registered for Retirement Solutions University (RSU) next week, get ready for two powerful days of hands-on training designed to elevate your business in Indexed Universal Life (IUL) and Fixed Indexed Annuities (FIA). This exclusive event is your gateway to mastering retirement solutions, standing out from the competition, and bringing immense value to your clients.

 

Event Details:

 

📅 Dates: April 2 & 3

⏰ Time: 9:00 AM – 5:00 PM

📍 Location: Aloft Delray Beach, FL

💰 Tuition: $129 (includes lunch both days!)

 


What to Expect at RSU:

 

✅ Game-Changing Knowledge & Skills


  • Learn how to provide lifetime retirement income solutions for your clients.

  • Master Whole Life products and design Specially Designed Insurance Contracts (SDICs).

  • Discover how to help clients escape the debt cycle and create lasting wealth.


✅ Exclusive Training from Industry Experts


Learn directly from the powerhouse Equis Retirement Solutions Team, including:


  • Pete Lee – Senior Vice President, Retirement Solutions

  • Bill Martin 2.0 – Vice President, Retirement Solutions

  • Joe Skelley – Director of Business Development, Retirement Solutions


These top leaders will share real-world strategies, dynamic sales presentations, and expert guidance to help take your business to the next level.

 

✅ Elevate Your Career & Become a Retirement Solutions Specialist



RSU isn’t just about learning—it’s about action. Apply what you learn, test your knowledge, and take the first step toward earning your Retirement Solutions Specialist designation. This certification opens new doors for business growth and access to cutting-edge financial tools.

 

Missed This One? Stay Tuned!

 

If you weren’t able to attend this session, don’t worry! More dates and locations will be announced throughout the year—giving you another opportunity to take advantage of this powerful training.


Keep an eye out for the next session, and don’t miss your chance to gain the skills and knowledge to transform your business!

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