You’re joining a small group of professionals who are serious about adding real value to their clients while building a new income stream. This isn’t a sales pitch over a sandwich. It’s a working conversation about how Keep It Saved fits into the relationships you’ve already built — and the commissions you can earn starting day one.
Learn how finder’s fees and reduced pricing for 10 licenses per month per advisor can generate recurring revenue with clients you’re already serving.
Understand exactly how to position Keep It Saved in conversations around estate planning, life insurance, and financial preparedness.
Get a plain-language overview of what Keep It Saved does and why clients find it easy to use and quick to adopt.
Walk away knowing how to answer the “is this safe?” question. Bank-level 256-bit encryption, SOC 2, HIPAA compliance, and more — so your referral reflects well on you.
A room of roughly 15 professionals from complementary fields — financial advisors, insurance agents, executive assistants, and photographers. The connections made here have a way of compounding.
Seriously. Come hungry.
Proudly Sponsored By
The Meeting Place DFW
13612 Midway Rd #601, Dallas, TX 75244
