Strategic Wealth Accumulation Tactics Event
Hyatt Regency Frisco - Dallas TX
Thursday, Friday, Saturday
May 28th - 30th
Dallas TX
For an interactive experience to learn more about SWAT, , Scan the QR code or Click Here!
"If there is 1 event you go to, this is the one to go to!" -Tony Merwin
WHAT AGENTS ARE SAYING
Real Results from Real Producers
Hear directly from insurance agents who have trained with SWAT Financial and transformed their closing game.
HERE'S WHAT TICKET OPTIONS ARE CURRENTLY AVAILABLE. SEATING IS BY SECTION.
Unlimited
Only 100 Left
1 vip Ticket +
$
$497
Or 2 payments of $290/mo
- (1) VIP Ticket ($999 Value!)
- Premium Seating
- Early Entry
- Dedicated Registration Table
- VIP Lunch Friday
- VIP Access throughout Event
- VIP Access at the VIP Party Casino Night Saturday
Only 25 Left
1 Special Ops Ticket +
$
$1997
Or 2 payments of $1130/mo
- (1) Special Ops Ticket ($5,000 Value!)
- Roped Off Front Stage Seating - Assigned
- First to Enter the Event No rushing for a good seat!
- Private Lunch with Executive Chef & with the Speakers Friday
- Dedicated Registration Table
- Special Op Private Entrance
- Fully Stocked Private Lounge for all 9 20-minute breaks throughout the Event
- Private Lunch with Speakers on Saturday
- Mastermind Dinner Friday Night at the Auffort Estate
- Special Ops Access throughout the Event
- Special Ops Access at the VIP Party Casino Night Saturday
- Special OPs Swag
Only 15 Left
1 Delta Force Ticket +
$
$4997
Or 2 payments of $2655/mo
- (1) Special Ops Ticket ($5,000 Value!)
- (1) Delta Force Ticket for 3 Day Event with Nate Auffort's Mentor September 2026 ($10,000 Value)
- Roped Off Center Stage Seating at SWAT Event
-
First to Enter the Event No rushing for a good seat!
- Special Op Private Entrance
- Dedicated Registration Table
- Fully Stocked Private Lounge During all breaks
- Private Lunch with Executive Chef & with the Speakers (Fri)
-
Private Lunch Event (Sat)
-
Mastermind Dinner Saturday Night at the Auffort Estate
- Delta Force Access throughout Event
- Delta Force Swag
- Special Ops Access at the VIP Party Casino Night Saturday
10 left at this price
1 Special Ops Passport
$
$4997
or 2 payments of $2700
or 12 payments of $425
- (1) Special Ops Ticket ($5,000 Value!)
- Roped Off Front Stage Seating - Assigned
- First to Enter the Event No rushing for a good seat!
- Private Lunch with Executive Chef & with the Speakers Friday
- Dedicated Registration Table
- Special Op Private Entrance
- Fully Stocked Private Lounge for all 9 20-minute breaks throughout the Event
- Private Lunch with Speakers on Saturday
- Mastermind Dinner Friday Night at the Auffort Estate
- Special Ops Access throughout the Event
- Special Ops Access at the VIP Party Casino Night Saturday
- Special OPs Swag
- 12 Deep Dive Zooms a year
- Special Ops Access at 4 Events + a year
5 left at this price
"If there is 1 event you go to, this is the one to go to!" -Tony Merwin
"If there is 1 event you go to, this is the one to go to!" -Tony Merwin
Meet Nate Auffort -The Architect Behind Multi-Million Dollar Insurance Empires
He's the founder of SWAT Training & SWAT Financial (Strategic Wealth Accumulation Tactics), a battle-hardened mentor who has transformed countless "average" insurance agents into elite producers, 7-figure agency builders, and unbreakable leaders. From writing $85,000 in annual premium volume in his first 6 weeks in the industry to mentoring brand-new agents to $50,000+ APV in just 15 days — and guiding others to six-figure months and million-dollar-plus annual earnings — Nate has proven results aren't luck. They're systems.
His philosophy is brutally simple and ruthlessly effective: Clarity + Confidence + Relentless Execution = Dominance.
Forget fluffy motivation seminars, generic scripts, or endless "activity" that leads nowhere. Nate delivers precision frameworks — sniper-level sales psychology, objection mastery, personality reading in seconds, phone domination, in-home closing mastery, underwriting navigation, compensation optimization, and duplication systems that scale teams fast.
Agents under Nate's guidance don't just improve... they EXPLODE!!
- Rocket to the top ranks of their companies (often in months, not years)
- Shatter production ceilings they once believed were impossible
- Command unshakable confidence — turning nervous calls into natural, high-close conversations
- Master leadership and recruiting — building high-performing teams that run without constant babysitting
- Achieve leverage, legacy, and long-term freedom — not just another paycheck
"Best Event I've EVER been to" - Joe Krivelow
Meet Your Trainers
John Wetmore | Managing Partner, Integrity Marketing Group
"From the projects of Boston to a $200M insurance empire — a teen father's masterclass in grit, leadership, and building an industry powerhouse one family at a time."
Brad Smith | Senior Partner, Symmetry Financial Group
"From $280K in debt to $172M in lifetime volume — a Senior Partner, tech founder, and ta man who turned tragedy into a legacy that protects over 134,000 families."
Roy Snarr | CEO & Founder, Roy Snarr Retirement Solutions
"From personal tragedy to America's Safe Money Expert — a relentless mission to protect families, train elite agents, and redefine retirement security for a nation."
David and Elle Denning | CEO & Founders, Jump Start Go
From high school sweethearts to insurance marketing revolutionaries — building a $1.2 billion economic impact mission by teaching agents to ditch cold calls and grow empires through authentic connection."
Cody Askins | Founder & CEO, 8% Nation & CABOOM Leads
"From $100 and a dream to an eight-company empire reaching 500,000+ agents worldwide — a masterclass in relentless hustle, unshakable faith, and redefining what's possible in the insurance industry."
Tony Merwin | CEO, Go Avila Insurance Brokers & Avila Medicare Solutions
"From door-to-door sales to generating $50 mil Medicare premiums — a masterclass in niche mastery, mentorship, and building a bilingual ins. empire reshaping how America's fastest-growing community accesses healthcare."
Justin Vom Eigen | Founder & CEO, JustInsurance
"From homelessness and heroin addiction to the NASDAQ stage — a masterclass in resilience, reinvention, and building a seven-figure EdTech empire that has licensed 30,000+ insurance agents nationwide."
Joshua Youngs | LegacyPeaceOfMind.com | The Medicare Machine
"From zero to 1,500 clients on 91 octane referrals. 3,500+ families protected. $0 in ad spend. The agent who turned a small-town Colorado agency into a top-ranked Medicare powerhouse — and built a repeatable system any agent can run."
Lori Stai | CEO, Velocity Wealth Protection
"From teenage homelessness to financial empire builder — a masterclass in resilience, serial entrepreneurship, and protecting families from the unexpected."
Dr. John L. Terry, III | Director of Education & Training, Legacy Marketing Group
"From martial arts champion to Presidential award recipient — three decades of turning financial professionals into Black Belt Leaders and building a legacy of excellence one agent at a time."
Danielle Richard
"From driving a 300% sales surge to propelling NLG to #1 in IUL for 10 straight quarters — a masterclass in strategic distribution, servant leadership, and building a legacy of financial protection for millions."
Jay Bugg | Vice President, Independent Distribution, National Life Group
"From driving a 300% sales surge to propelling NLG to #1 in IUL for 10 straight quarters — a masterclass in strategic distribution, servant leadership, and building a legacy of financial protection for millions."
John Solleder | Entrepreneur, Bestselling Author & Global Speaker
"42 years. 5 companies. Top rank in every one. $2 billion in career sales. 60+ countries. 4 bestselling books. 136+ podcast episodes. The man who proved that success is never an accident — you leave nothing to chance."
Jon Phillips | Owner, Agency Rocket
"From IT visionary to insurtech revolutionary — building the platforms that are transforming how agents eliminate debt and secure retirement for American families."
Todd Tippin | President & CEO, TMT Business Services, Inc.
"From paper routes to a nationwide consulting empire — a masterclass in hustle, integrity, and revolutionizing human capital management for businesses across America."
Jeff Sigworth | Vice President of Advanced Market Solutions, Quility Insurance
"The IUL architect and Debt Free Life mastermind — turning complex financial strategies into life-changing tools for thousands of agents and the families they protect, one debt-free household at a time."
Moose Reed | Chief Revenue Officer, Sphere Rocket VA
"The sales systems architect and quality control mastermind — turning charisma-dependent teams into data-driven revenue machines for 78+ companies, one binary-scored call at a time."
Paul Mikel | Founder, REVO Ride-Share & Revolution Roofing
"The man Uber and the roofing industry didn't see coming — disrupting two multi-billion dollar industries from Fort Worth, Texas, one revolution at a time."
"Best Event I've EVER been to" - Joe Krivelow
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"Best Event I've EVER been to" - Joe Krivelow
Meet Your Sponors
Quility Insurance | Where Technology Meets Protection
"Built from the ground up to modernize life insurance — a tech-first distribution platform with exclusive digital products, a wholesale marketplace, and the Debt Free Life program that is rewriting the rules of financial protection for American families."
Jumpstart Go | Helping Good Humans Grow Big Businesses
"1,000+ agents coached. 36,000-member community. $1.2B impact mission. 3.3X revenue in 30 days. The company that killed the cold call, replaced it with authentic connection, and turned burned-out insurance agents into thriving six-figure entrepreneurs."
JustInsurance | The Future of Insurance Education
"30,000+ agents licensed. 93% first-attempt pass rate. 1,000+ agency partners. All 50 states. The co. that killed the outdated textbook, and turned the most dreaded exam in insurance into a launchpad for six-figure careers."
SBLI | The Savings Bank Mutual Life Insurance Company of Massachusetts
"Born from a Supreme Court Justice's crusade against predatory insurance — 117 years of turning radical consumer protection into $180 billion of trusted coverage for over one million American families."
Legacy Marketing Group | Pioneering Annuity Innovation Since 1993
"$24 billion in premium. 31 years of carrier partnerships. Thousands of independent producers empowered. Built a national powerhouse from Sonoma County doing it."
TMT Business Services, Inc. | Transforming How America Does Business
"From a San Diego warehouse to a nationwide consulting powerhouse. 30+ years owning, building, and rescuing businesses. Payroll simplified. HR modernized. Compliance conquered.
G.O.A.T. Leads | The Insurance Industry's Premier AI-Powered Lead Generation Platform
"Real-time delivery. Exclusive, verified prospects. 5,000+ agents powered. $50M+ in premium generated. The platform built by field agents who proved that smarter leads close faster — and created a nationwide movement doing it."
Sphere Rocket VA | Premier Virtual Assistant Staffing for U.S. Business Owners
"961+ five-star reviews. 78+ companies scaled. $12M+ in annual revenue. The VA staffing powerhouse that proved business owners don't need to do it all — and built an eight-figure empire connecting American entrepreneurs with world-class Filipino talent."
XCEL Testing Solutions | Insurance Training by Colibri
"From a single idea in Jacksonville to licensing over one million agents nationwide — a masterclass in educational innovation, psychometric science, and building the platform that powers America's insurance workforce."
AGMS | Avant-Garde Marketing Solutions — Purpose-Driven Payment Processing
"115+ years of heritage. 200+ employees nationwide. $100M+ in claims paid annually. From the iconic ALICO Building in Waco, Texas to living rooms across America — the historic life insurance institution that turned a century-old promise into a modern-day mission to protect every family that needs it most."
Mutual of Omaha | Fortune 500 Insurance & Financial Services
"115+ years of protecting American families. 5,000+ associates. A policyholder-owned legacy. From life insurance to Medicare solutions, the Fortune 500 institution that turned a century of trust into a nationwide promise — and is building a 44-story tower to prove they're just getting started."
Essential Engine | Marketing That Matters — Eagan, MN
"From custom magazines to a nationwide marketing powerhouse — how Essential Engine is redefining the way financial professionals build real, personal connections that drive lasting business growth."
National Life Group | America's #1 Indexed Universal Life Carrier
"175+ years of promises kept. #1 in IUL sales for 10+ consecutive quarters. $57.4B in assets under management. $635M in life insurance sold in 2024 alone. The mutual company that proved doing good and doing well aren't mutually exclusive — and built a legacy protecting millions of families doing it."
United Home Life Insurance Company | Keeping Promises Since 1948
"$20B+ in life insurance in force. No medical exams. No invasive testing. Coverage from ages 0 to 80. The Indianapolis-born carrier that simplified life insurance for the families other companies overlooked — and built a 75-year legacy of keeping every promise, for life."
Agent CRM | The #1 AI-Powered CRM Built Exclusively for Insurance Agents
"One platform. Six tools replaced. 10,000+ agents empowered. 1,000+ agencies transformed. The all-in-one marketing machine that proved insurance agents don't need a tech team to sell like a Fortune 500 company — and built an industry revolution at $97/month."
Transamerica | Protecting American Families for Over a Century
"100+ years of trust. Instant issue innovation. 50-state coverage. Thousands of agents empowered. The insurance powerhouse that turned mailroom grit into a nationwide mission — proving that protecting families is not just a business, it's a calling."
Agency Rocket | Insurance Marketing & Sales Technology Platform
"Revolutionary tools. Automated strategies. Thousands of agents empowered. From debt elimination to retirement planning — the all-in-one platform that turned complex financial concepts into visual, client-ready presentations and built a nationwide movement of agents changing American families' financial futures."
"Best Event I've EVER been to" - Joe Krivelow
Red Carpet/Black Tie/Cocktail DressCasino Night!
VIP Party Saturday Night 9:00pm
Vip Ticket Holders & Above
Compete for Prizes at the Casino Night VIP Party
- Roulette, Black Jack, Texas Hold 'em, Craps
- Everyone will be given $1,000 SWAT Cash to start the Night
- For every $1,000 at the end of the night, you will be given a Raffle Ticket to win one of the prizes
- The more raffle tickets you earn, the greater the chances to win
- Top 9 with the most cash at the end of the night will compete at the Final Table for the GRAND Prize
- Music, Dancing, Cash Bar, DJ
"Best Event I've EVER been to" - Joe Krivelow
EVENT AGENDA
We will be having breaks every hour and a half to 2 hours during the event.
A catered Lunch will be provided on Friday for All VIP Elite Vip and SPECIAL OPS Ticket Holders
Special OPS Ticket Holders will have a Private Dinner at the Auffort Estate on Friday Night at 8:30pm
We will have water stations for everyone, outside the room, during breaks.
We do Keep the room COLD, extremely cold according to some, so dress accordingly.
Thursday- Business Attire
Friday - Business Casual
Saturday - Business Casual
Casino Night- Black Tie/Cocktail
Thurs, May 28th
Registration 8:00 am
Doors Open Delta Force & Special Ops 11:00 am
Door Open for Elite VIP & VIP 11:03 am
Doors Open all Guests 11:05pm
(First in line, Best Seats)
11:30pm - 7:30 Training Session
Friday, May 29th
Door Open for All at 8:25am
8:30 - 1:30 Training Session
(STRICT start time)
1:00- Elite VIP & VIP Lunch
1:00- Delta Force &Special Ops Plated Lunch / Executive Chef
2:30 - 7:00 Training Session
Special Ops Ticket Holders Only!
8:15 pm
Exclusive Catered Dinner Party at the Auffort's Estate
Sat, May 30th
Tactical Workshops Begin at 8:00am -10:00am
9:45am -1:30pm Training Session
1:30 Lunch
1:30 - Delta Force & Special Ops Perry's Steakhouse
2:45- 7:00 Training Session
Vip & Above Ticket Holders
"Best Event I've EVER been to" - Joe Krivelow
2 Queen Beds - $189.001 King Bed - $189.00
Hyatt Regency Hotel Frisco
2615 Preston Rd, TX | Frisco Texas 75034 | 469-598-1235
