ATTORNEY SUMMER CAMP. Where law meets adventure. September 2025.
2.5 Days of Work
During the first half of camp, you'll immerse yourself in all things financial services and life insurance and how they relate to the plans you create for your clients. Your brain will explode in the best way possible. We'll take a field trip to Montpelier, VT to one of the oldest and best life insurance companies in the world, National Life Group (NLG), where you will learn from some of the brightest insurance minds in the world, while being immersed in a history, love and culture like none other.
WORK-ONLY OPTION: EPA Symposium, April 8-10 2025. If you only want to attend the 'work' portion of camp and don't want the full 5 day work/play immersion, we've got you covered! We have a 'work-only' option that takes place in the spring in Dallas, TX. When you apply, please let us know your preference.
Expand your mind and business from inside a 175-year-old Life Insurance Company
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CAMP CURRICULUM:
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Life Insurance 101
The History
Different Types
Common Myths and Misconceptions
Your Insurance Mindset
Innovation: Old vs New Insurance
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A Win Win Approach
Holistic vs Telescopic Methods
The Financial Junk Drawer
The Family Office
Revenue Scenarios
Turn a 5K Client into a 30K Client
Work Less, Make More
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Living Benefits
The Caregiver Burden
The Living Benefits Revolution
"Go Fund Yourself"
The Phases of Insurability
Terminal, Chronic, Critical Illnesses or Critical Injury Benefits
Alzheimers / Dementia Benefits
Infertility Benefits
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The Power of Insurance
Growing Wealth Outside of Wall Street
The Greatest Asset of Minor Children
Generational Wealth
IUL Design: Case Studies
Create Your Own Bank
BYOP for Entrepreneurs: Build Your Own Pension
Never Taxed Again Bucket
Financial Arbitrage
Northwest Quadrant Investing
Cash Value Leverage
Dual Engine Strategies
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All About Annuities
Annuity Basics
Common Types of Pension Annuities
Protect Retirement Funds from Risk
Secure Guaranteed Lifetime Income
Interest Crediting Options
72T and 72Q Power Moves
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Advanced Planning
Asset Protection Strategies
ILITs, CRUTs, FLPs
Buy-Sell Planning
Key-Person Insurance
Second-to-Die / Survivorship Policies
Paying Estate Tax with Discounted Dollars
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Business & Systems
Licensing, Contracting, Compliance, State Ethics
Underwriting Guidelines
Insurance Marketing Organization: Advisors Excel
Options for Integrating Financial and Life Insurance Solutions into Your Law Practice
Next Steps: What Happens After Camp (see below)
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Camp is only the beginning of your journey.
It's your introduction to this work
You can't possibly learn everything there is to know about these industries in 2.5 days. We have 60 years in the industry under our belts and we are still learning! This is your introduction to these industries, vehicles, concepts and strategies - so that you will generally know what's true and what's not true - and you'll know what's out there and what to look out for.
Progressional Learning
You will continue learning more and more once your own house is in order, and once you help your first few clients get their houses in order. And on and on.
Ongoing Training & Support
Our relationship doesn't end after camp, it's only just getting started. We support and mentor you as you continue to learn and grow in these ways. We hold your hand the entire time in the way of regular weekly or bi-weekly check-in calls, unlimited text/email access, case-design, client meetings, etc. You will receive continued support and training from us for as long as you want it.
Community & Culture
You'll have a new community of like-minded attorneys to learn from who are practicing and expanding themselves in the same ways that you are. We'll be hosting in-person events for our graduates (similar to the Attorney Summer Camp) but more advanced as you continue to learn and grow and go deeper into this world.