JOIN US AT THE
BLACKSHEEP SUMMIT!
CLIENT ONLY EVENT
JAN 13-14, 2027
CHANDLER, AZ
Summit will be held at the Crowne Plaza Phoenix Chandler
ABOUT THE EVENT
Please join us for our first annual BLACKSHEEP Summit hosted by Without the Bank. This event is going to be a time for you to work on your business and learn from like-minded people. You’ll leave this summit with things you can apply immediately, and you won’t be sold to. You all know I hate salespeople!
As I say, you need to get off the farm and away from your business if you want it to grow personally, professionally, and increase cash flow.
What Past Attendees Are Saying
Prairie Luxe Spaces, our short-term rental business, was a direct result of the Black Sheep Summit! We attended the conference to simply observe and learn about how to better leverage our policies–and we left the conference with a new idea and the relationships to make it happen.
I started my IBC journey 12 years ago after reading Mary Jo’s book Farming Without the Bank. Since that time I have been to 2 events. The first one was in Nashville, TN, where I had the opportunity to hear and meet Nelson Nash. What he spoke about and had to say to me, I think about often.
I enjoy going to the conference to meet other like minded people and to learn from them how they are using the IBC principles that Nelson Nash taught for their businesses and farming operation.
I didn’t expect such great business talks from entrepreneurs who are running real enterprises that actually make Real, read that exceptional, profit margins….! I was amazed at the successes described just in the Air-BNB business.!
KEYNOTE SPEAKER
MARY JO IRMEN
It was never my intent to teach the world about the Infinite Banking Concept, much less write two books. However, sometimes in life, things find you, and in 2008, the stock market crash led me to the Infinite Banking Concept. Even before 2008, I was never happy with investing and giving up access to my money, let alone the risk.
When I stumbled across this, I was pretty sure it was illegal, and everyone was going to jail. However, it intrigued me enough to read six books in five weeks on the subject. I was amazed at what I found. How could this be legal? Even the state insurance website said it was legal to borrow from a life insurance policy.
That was all I needed; FiscalBridge, LLC was born then and there.
SPEAKERS
CLAY SUMMERS
CLU, ChFC, RICP
Field Vice President, Life Sales
Individual Life and Financial Services
Coffey Anderson
American Country Singer-Songwriter
JORDAN STEELE
Michelle Prather
Long-term Care Financial Planning
TOPICS TO BE COVERED
Tuesday, January 12
Evening social, if you can make it.
Wednesday and Thursday, January 13 – 14
- Financial Calculators
- Client Panel – Cool Business Opportunities
- Deferred Comp plans for employees – Clay Summers
- Money Flow for IBC – Mary Jo
- Resilience – Coffey Anderson
- More to come
Wednesday, January 13
Evening Karaoke
PRICING
General
Early Bird Admission- Early Bird Price
- Available through November 27 at midnight.
- Price increases to $500 on November 28.
BOOK YOUR HOTEL
Venue: Crowne Plaza Phoenix Chandler
One N San Marcos Pl, Chandler, AZ 85225, United States
AIRPORT OPTIONS
Phoenix Sky Harbor International Airport (PHX) – 20-25 mins
Phoenix-Mesa Gateway Airport (AZA) – 20-25 mins
How it works
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CLAY SUMMERS
CLU, ChFC, RICP
Field Vice President, Life Sales
Individual Life and Financial Services
Clay Summers serves as the field vice president of life insurance sales for the OneAmerica Career and Independent Brokerage distribution channels. In his 40+ years with OneAmerica, he has held a variety of management and distribution-related positions, including personal production.
Clay received a BS in Finance from the University of Illinois and an MBA from Butler University. He holds the Chartered Life Underwriter, Chartered Financial Consultant and Retirement Income Certified Professional designations. Clay resides in Fishers, Indiana and is married with two adult children and three grandchildren.
COFFEY ANDERSON
American Country Singer-Songwriter
Hailing from Bangs, Texas, Coffey Anderson is an acclaimed country music artist known for his patriotic anthems, tireless work ethic, and deep-rooted small-town values. A pioneer of the independent artist model, he has grown his YouTube channel to over 622,000 subscribers, and his Netflix series “Country Ever After” has reached an estimated 50 million viewers. Coffey made his Grand Ole Opry debut in 2022 to three standing ovations and has since performed there seven times.
Off stage, he is equally recognized for his humanitarian efforts, including personally honoring nine families of service members killed in the 2021 Kabul airport bombing. He resides with his family and continues to captivate audiences nationwide through concerts, television, and a combined social media following of millions.
MICHELLE PRATHER
Long-term Care Financial Planning
Michelle Prather is a nationally recognized authority in long-term care income planning with over 28 years of experience guiding financial professionals, CPAs, and attorneys through retirement’s greatest risk. Her career began in 1998 as an internal wholesaler, where she rose to become the #1 Most Valuable Wholesaler five times before advancing into executive leadership roles, including National Vice President of Sales. A sought-after keynote speaker and architect of thousands of advisor trainings and client workshops,
Michelle is known as a go-to specialist whose passion and hands-on expertise help professionals navigate the most difficult (and most necessary) conversations about care and retirement security.
JORDAN STEELE
Jordan Steele is a Ranching for Profit School instructor specializing in agricultural economics and finance. Prior to that, he worked in the Kansas Farm Management Association with farmers and ranchers on cash record keeping, accrual income analysis, and income tax preparation.
His goal for all producers would be to utilize and understand their recordkeeping to make timely and informed decisions in profitable operations. Jordan, his wife Jori, and their son Roan live in Wheatland, Wyoming.