Sponsor the one meeting that brings together
the Best of the Best!

The Arizona Institute is a one-of-a-kind, learning experience held in an exclusive, secluded Arizona resort. The Institute’s niche is offering technical knowledge with practical application, taught by leading financial service experts in the classroom and in informal small group gatherings. Typically attended by 100 to 115 advanced advisers, planners, attorneys, agents, brokers, and consultants, the Arizona Institute is the Society’s and, quite possibly, the industry’s longest running program!

Attendees’ primary specialties include financial planning, estate planning, employee benefits, retirement/investment counseling and life insurance. The attendees are an experienced group, with 70% working in the financial services profession a minimum of 26 years!

 In short, the Arizona Institute draws a very select group of top producers and offers sponsors a variety of opportunities, as listed below, to target this group:

 


"An investment and week well spent!"
—Cliff Berg, CLU, ChFC, AEP, MSFS, MS

"All the speakers were excellent."
—John Hill, JD, LLM

"I'll be back. Worth every penny!"
—Dex Umekubo, CLU, ChFC

2 Hospitality Suites—$7,000 (2 available)
Host a hospitality suite in a relaxed, informal business environment, and get to know our attendees. Sponsor benefits include:
  • The hospitality suite is the only event of the night
  • Opportunity to offer brief remarks and to provide company literature in the suite
  • Introduction and acknowledgement in the classroom
  • Arizona Institute and Society of FSP Web site link to sponsor
  • Full-page ad in the conference workbook
  • E-mail invitation with sponsor message sent to attendees prior to the meeting
  • Signage at the suite
  • Two conference registrations
  • Food and Bar included in the fee
Exclusive All Day Sponsor on Wednesday—$6,500

Breakfast: Start the day as the Breakfast Sponsor and gain strong visibility with the following benefits:
  • Introduction and acknowledgement at the beginning of the breakfast
  • Opportunity to offer brief remarks and to provide marketing information in class that morning
  • Signage at the event
  • Full-page ad in the conference workbook
  • Arizona Institute & Society of FSP Web site link
  • Two conference registrations

Lunch: A boxed lunch will be provided to all attendees and will include your company flyer in the box.

Dinner: Attendees and their guests look forward to the Institute’s only off-site dinner as a well-deserved break from the class room. Sponsor benefits include:

  • Food & beverage included in the fee
  • Introduction and acknowledgement at the Dinner
  • E-mail invitation with sponsor message sent to attendees prior to the meeting
  • Signage at the event
Exclusive Opening Night Welcome Reception and Dinner—$4,500
  This is the first event of the Institute; attendees will pick up registration materials at the reception. Sponsor benefits include:
  • Reception and dinner are the only events of the night
  • Introduction and acknowledgement at the Dinner
  • Opportunity to offer brief remarks and to provide company literature in the room
  • E-mail invitation and sponsor message sent to attendees prior to the meeting
  • Signage at the event
  • Full-page ad in the conference workbook
  • Arizona Institute and Society of FSP Web site link
  • Two conference registrations
  • Food and bar included
Arizona Institute Workbook Sponsorship—$4,000
Assist the Society of FSP with this event’s direct costs. Sponsor benefits include:
  • Sponsor's name and logo co-branded with the Society on the workbook title page
  • Full page ad in the conference workbook
  • Introduction and acknowledgement at the opening reception and in classroom
  • Arizona Institute & Society of FSP web site link to sponsor
  • One conference registration
Afternoon Reception — $2,500 (2 available)
  Gain maximum exposure in a relaxed setting that encourages networking and idea exchange. The Reception sponsor benefits include:
  • Introduction and acknowledgement in the classroom and at the Reception
  • Signage in the reception area
  • Full page ad in the conference workbook
  • E-mail with sponsor message sent to attendees prior to the meeting
  • Arizona Institute and Society of FSP web site link to sponsor
  • One conference registration
Morning Sessions Continental Breakfast Sponsorship (4 available)—$2,000 each
  Gain strong visibility by sponsoring the two Continental Breakfasts before and during the morning sessions. Sponsor benefits include:
  • Introduction and acknowledgement at the beginning of the session
  • Arizona Institute & Society of FSP Web site link
  • Full-page ad in the conference workbook
  • E-mail with sponsor message sent to registered attendees prior to the meeting
  • Signage in the meeting room
  • Napkins embossed with the sponsor’s name and logo
  • One conference registration
Highlighter Pens, Neck Lanyards, Notepads—$1,000 each or $2,500 for all three
  Imprint your company name and logo on any or all three of these important conference tools.
  • Sponsor's name and logo branded on each item
  • Introduction and acknowledgement in the classroom
  • Arizona Institute & Society of FSP web site link to sponsor
  • 50% discount on one conference registration

For questions and to reserve your Sponsorship, contact:

Michelle Connor
610.526.2561
mconnor@financialpro.org

Tony Smith
60.526.2533
tsmith@financialpro.org