SSP Advance – Sound Income Group, LLC

Virtual Event

Sales Academy: SSP Advanced

Execution. Precision. Mastery.

This Advanced Sales Academy event will cover the Simplified Sales Process (SSP), including a hands-on application of its core deliverable, the Retirement Risk Report (RRR). This is a highly participatory event, please come prepared to role-play and actively engage in all aspects of the SSP.

Friday, March 27, 2026
10:00 AM – 5:00 PM EST

Hosted by Rick Bates

Registration Form

Please review the eligibility requirements below before submitting your request.

Please register using this form. If all eligibility requirements have been met, you will receive your Zoom link 72 hours prior to the event start.

Requirements to Attend

This is an advanced class and is not suitable for learning the SSP. It is intended for advisors who are actively using the process and want to take their execution to the next level.

Actively Using SSP

You must have been actively implementing the Simplified Sales Process (SSP) for at least four months.

Completed SSP Training

You must have completed all six SSP training segments with Rick Bates or received his direct approval.

Submitted Fact Patterns

You must prepare and submit
two complete fact patterns
(CFQ + Statements + Retirement Risk Report).

Submission Instructions & Deadline

All required fact patterns must be emailed to Katherine at kvalarezo@soundincomegroup.com no later than two weeks prior to the event date.

If fact patterns are not received at least two weeks in advance, attendance will not be permitted.

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