Advisor Benefits

Membership in either our Leaders' Club, Chairman's Club or President's Club attend an all-expense paid annual retreat designed to provide you with the opportunity to interact with other large producers in an elegant environment. Previous retreats have been held at The Fairmont Scottsdale Princess; The Ritz-Carlton San Juan Hotel, Spa and Casino; Los Sueños Ocean and Golf Resort in Costa Rica; The Ritz-Carlton Aruba; Casa de Campo; The Ritz-Carlton San Francisco.

Atlantis, Paradise Island, The Bahamas

In 2017, Summit's Leader's, Chairman's and President's Club members enjoyed a trip to the Atlantis Resort in The Bahamas.

2016 Summit National Convention

With over 600 in attendance, the theme of the three-day Conference, People, Purpose & Passion, focused on networking with “People,” facilitating these relationships to help find their “Purpose,” or the direction they want to take their business, and to reenergize their practice by stimulating the “Passion,” or motivation to reach their goals. This year's VIP Speaker was Mark Spitz, legendary 9-Time Olympic Gold Medalist

Ritz-Carlton San Francisco

In 2016, Summit's Leader's, Chairman's and President's Club members enjoyed a trip to San Francisco and Napa Valley, California.

2015 Summit National Convention

With over 500 in attendance, the theme of the three-day Conference, Growth in Action, focused on providing Summit’s advisors and their branch associates with the tools and strategies for them to organically grow and expand their businesses.This year's VIP Speaker was Tom Arnold.

Casa de Campo

In 2015, Summit's Leader's, Chairman's and President's Club members enjoyed a trip to Casa de Campo, La Romana, Dominican Republic.

2014 Summit National Conference

With over 450 in attendance, the theme of the three-day Convention, Summit’s Superheroes, focused on providing Summit’s advisors with the tools and strategies for them to discover and maximize their inner superhero powers and to grow their businesses. This year's VIP speaker was Lou Ferrigno.

Ritz-Carlton Aruba

In 2014, Summit's Leader's, Chairman's and President's Club members enjoyed a trip to The Ritz-Carlton, Aruba.

2013 Summit National Conference

The theme of the three day Convention, Back to the Future, focused on how to be successful in the future by looking at and learning from the past and adapting to changes. This year's VIP Speaker was Bob Griese.