We can provide you with the information, resources, and motivation to close deals!

Vick & Associates' philosophy is that the more knowledgeable and effective you are, the more successful and fulfilled you will be. For us, the opportunity to provide the resources and instruction that will empower you to be the best in your class is job one. We can provide you with the information, resources, and motivation to close deals!

Call Vick & Associates today at 888-460-1115 to register for an upcoming ABC Process Immersion Retreat or the Vick Sales & Marketing Academy!

The ABC Process and Software Immersion

Join Dave Vick for 2-1/2 days of ABC Process Immersion Training!  Learn the ABC Process and how to use the ABC Snapshot software and its new income planning capabilities.  These are 2-1/2 important days of instruction and practice that will enable you to walk clients through the ABCs and use the Snapshot Software to close millions in premium. 

The software is big, it's colorful and it's conceptual.  The new income planning section includes Social Security illustrations, income riders, annuitization and market money.  Now with the ability to illustrate Social Security strategies like File & Suspend and Break Even Points, hundreds of agents nationwide are using the ABC Snapshot Software daily in their practice.  

Join us for this 2-1/2 day event and discover how you can revolutionize your presentations with the ABC Process and the ABC Snapshot Software!  This is the most comprehensive training we offer to date.  We will spend both days in case studies going over income planning strategies with real world examples.

ABC Process and Software Immersion Schedule:

Unless otherwise noted, all ABC Process and Software Immersion events are held from Noon to 5:00pm on Thursday, 8:30am to 5:00pm on Friday and 8:30am to 3:00pm on Saturday.  There is no cost for the training, and meals are included.  You are responsible for travel and lodging.

  • How to use the Software in a sales presentation
  • How to conduct a client review
  • How to create Roth Conversion or Carve-Out
  • How to develop a diversified portfolio of annuities
  • How to integrate Social Security benefits into a plan  
  • ...and much more!



The Vick & Associates Sales & Marketing Academy

The Vick & Associates Sales & Marketing Academy is a one-of-a-kind training event. Dave Vick, 2013 SMA Advisor of the Year Finalist, and his team will teach you marketing and sales concepts that will revolutionize your career. These are strategies used by $3 million to $30 million producers that you won't want to miss the opportunity to learn from.

The Academy Covers:
  • How to conduct the Financial ABC's of Retirement Planning Workshop
  • How to conduct the Six Pillars of Income Planning Workshop
  • How to conduct the new Social Security Made Simple Seminar
  • The ABC Planning Process
  • The ABC Planning Model
  • How to Use the ABC Snapshot Presentation Software
  • What to say at the end of the first meeting to bring prospects back ready to move money
  • How to position yourself as a "financial educator"
  • The Four Reasons People Put You Off
  • The Three Ingredients of a Financial Decision
  • How to Use Red Money to Grow Green Money
  • . . . And Much More
Sales & Marketing Academy Schedule:

Join us for this life-changing event

Unless otherwise noted, all Vick & Associates Sales & Marketing Academies are 2-1/2 day events held from 8:30 am to 5:00 pm on Wednesday and Thursday, and from 8:30 am to Noon on Friday, and include meals.


"Winning is not a sometime thing; it's an all the time thing. You don't win once in a while; you don't do things right once in a while; you do them right all of the time. Winning is a habit. Unfortunately, so is losing."

- Vincent Lombardi


Vick & Associates provides best-in-class service and support to the best advisors in the country.

Contact us today and learn more about us, and how we might be the FMO you’ve been looking for all along.

Local: 480-758-4582
Toll Free: 888-460-1115
Fax: 480-758-4578