RSU: South Florida

📅 February 17-18, 2026
🕘 9:00 AM – 5:00 PM EDT
📍 202 SE 5th Ave, Delray Beach, FL 33483
💲 Tuition: $129 (Lunch included both days)

Prepare for two powerful days that will elevate how you help clients secure their financial futures. At RSU, you’ll dive deep into the world of Indexed Universal Life (IUL) and Fixed Indexed Annuities (FIA)—learning the strategies behind building tax-deferred and tax-free income solutions that truly impact your clients’ lives.

Before the event even begins, you’ll set the foundation with essential, self-paced online drills. Then, step into an immersive learning environment led by our industry-leading Retirement Solutions team:

• Pete Lee, Senior Vice President, Retirement Solutions
• Bill Martin 2.0, Vice President, Retirement Solutions

Experience high-energy presentations, practical application of real-world scenarios, and the ultimate capstone—our comprehensive final exam.

By the end of RSU, you’ll have completed the first major step toward becoming a Retirement Solutions Specialist. You’ll walk away with:

• Stronger command of IUL & FIA strategies
• Greater confidence in case design and client conversations
• Access to powerful tools and ongoing support
• A competitive edge in the fast-growing retirement solutions space

RSU is your chance to level up your knowledge, strengthen your business, and make a lasting difference in your clients’ financial futures.

Know what’s Happening Next — before everyone else does.

Get App

Host or Publisher Equis Financial