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PEAK Advisor Event

+ Atlanta Braves Game

Tuesday, April 28, 2026 | Atlanta, GA

Reach peak annuity and life production with insights and marketing strategies from our top advisors!

Request Your Spot!

An Exclusive Event for Advisors ready to grow their annuity and life insurance business!

Qualified advisors are invited to learn the marketing strategies, products, and processes of our top advisors, all expenses paid!

  • Enjoy cocktail hour with NFL Hall of Famer Fran Tarkenton 
  • Enjoy our private suite at Truist Park and experience major league action with the Atlanta Braves!  
  • Learn how to unlock exponential growth from Elite Advisor Bryan Waites and his team 
  • Learn how our Retire Ready event and digital marketing system adds millions to your production
  • Unlock high net worth clients and business owners with our proprietary Perpetual Wealth System
  • Become a credible, branded advisor with our professional video productions and digital assets
  • Learn about our incentives and travel experiences! 
  • Learn about our on-call Advanced Markets expert, powerful annuity/life tools and marketing, and more included when you work with us! 

*Space is limited and reserved for qualified advisors only. Complete the form to request your all-expenses-paid spot!

(2-night hotel accommodations, car service, and up to $750 flight reimbursement upon arrival). 

Fran House

Cocktail Hour with NFL Hall of Famer Fran Tarkenton

Join us at the home of our Founder & CEO, NFL Hall of Famer Fran Tarkenton, for an intimate meet-and-greet cocktail hour. In this relaxed setting, you'll have the opportunity to spend time with Fran, tour his football memorabilia, get to know our team, and experience our distinctive culture firsthand, which truly feels like a family of advisors.

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Experience the Atlanta Braves at Truist Park Private Suite

Get ready for an exciting night at Truist Park as the Atlanta Braves take on the Detroit Tigers! Enjoy the electric atmosphere of one of baseball’s most enjoyable stadiums from our private suite with unlimited food and an open bar! Soak up the camaraderie with your fellow advisors and our staff. This is the perfect opportunity to kick back, relax, and experience the thrill of America’s pastime in the city of Atlanta!

PEAK Meeting

Learn how our Elite Advisors close more business with us!

Discover how our proprietary Retire Ready event and digital marketing system will reduce your marketing costs and add millions to your production! We'll also share our digital and video marketing strategies including spotlights, social media, news segments and our in-house studio! Learn our proprietary case design system for high net worth clients, plus new tools to increase your IUL production!

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Fran Tarkenton

Founder & CEO | Tarkenton Financial

One of the NFL's all-time great QBs, Fran has always been an innovator, from inventing scrambling to building more than 25 successful businesses over the last 4 decades and growing the practices of hundreds of TF advisors. Learn how Fran's Maxims guide his innovation and how he wants to partner with you!

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Morris Nutt

Tarkenton Elite Advisor | Trinity Capital Management

For nearly 6 years, Morris Nutt has been a dedicated partner of Tarkenton Financial. Since then, Morris has leveraged the comprehensive support and services provided by Tarkenton Financial to refine his approach to positioning life insurance and annuities. By utilizing the extensive resources and tools available through this partnership, Morris has significantly grown his client base and optimized his services to better meet client needs. You will hear his insights on how Tarkenton Financial's robust support system has enabled him to enhance his expertise, uncover new business opportunities, and strategically grow his practice.

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Bryan Waites

Tarkenton Elite Advisor | Waites Financial Services

Bryan Waites is a 30+ year veteran of financial services who has seen and done it all when it comes to marketing. As a registered rep and insurance producer, Bryan will share how partnering with Tarkenton Financial 6 years ago revolutionized his practice. You’ll learn specifically how Bryan has leveraged our premium finance team to uncover new business opportunities and capture more client assets that he previously did not have access to, increasing his revenue by more than $100,000 per year. You’ll also learn how Bryan has mastered our proprietary Retire Ready workshop system events to consistently fill his appointment calendar, how to conduct successful, low cost client appreciation events that leave clients raving, and how and why transitioning from primarily variable annuities to primarily indexed annuities has created more business for Bryan over the last 6 years.

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Shelby Block

Junior Advisor | Waites Financial Services

As a key member of the Waites Financial team, Shelby supports the firm’s growth in annuity production and client outreach, contributing innovative ideas and dedicated service that complement the 32+ years of experience founder Bryan Waites brings to the table. Shelby will share more about how she and the Waites team drive engagement and success using Tarkenton's Retire Ready workshop platform, as well as how to scale your practice with junior advisors to unlock new markets and client opportunities. Shelby is insurance licensed and a registered representative. 

Thank you to our event sponsor

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At Tarkenton Financial, you're never one of many, you're one of us. See why...

Don't miss out on this incredible opportunity to Reach Your Peak!

Why Registered Reps, IARs, and independent agents work with us for annuities, life insurance, and marketing: 

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“It is hard to find folks more ready to help make sure I am successful; their team goes above and beyond for me every day.”

Wayne - Augusta, GA

Norm Anderson Headshot

“My clients need guarantees they don’t have to worry about, and my Tarkenton team helps me incorporate that into every plan I create.”

Norm - Phoenix, AZ

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“Working with Tarkenton has been a game-changer for my practice. I’ve uncovered millions in assets thanks to their marketing.”

Morris - Memphis, TN