Why Clients Need to Understand their Estate Tax Exposure
Join us for a 10-minute overview on an idea designed to add life to your practice. During the session, we’ll review the core components of the strategy, the profile of […]
Join us for a 10-minute overview on an idea designed to add life to your practice. During the session, we’ll review the core components of the strategy, the profile of […]
Let Specific Solutions give you time to reinvest in your clients. We will review: What is App-Solution? What is the client experience? What is my role as the agent? Presented […]
Join us for a 10-minute overview on an idea designed to add life to your practice. During the session, we’ll review the core components of the strategy, the profile of clients who may benefit, and a practical application through the lens of a case example. Presented By: Donna M. Scalaro / VP, Advanced Planning, Individual […]
- Why Policy Reviews are important - Agent and Client Experience -Value of Gathering Health History Presented by Thomas Long and Amber Cress Register Here *After registering, you will receive a confirmation email containing information about joining the webinar.
About this webinar There are big opportunities with small and midsize businesses (up to 500 employees)—and we want to help you succeed in this market. Don’t miss your opportunity to hear three quick sales ideas that you can put into practice during this fast-paced webinar. We’ll cover the following: • Recent business owner survey findings*. Find […]
Description: Build on what you’ve learned from the rest of the Demystifying IUL Series and put it all together with these tips on presenting indexed universal life (IUL) insurance products to clients. We’ll discuss: Typical target clients Several different sales concepts Tips for creating compelling illustrations Effective product selection Register Here
Let Specific Solutions give you time to reinvest in your clients. We will review: What is App-Solution? What is the client experience? What is my role as the agent? Presented By Brandon Long and Adam Savard Click Here to Register *After registering, you will receive a confirmation email containing information about joining the webinar.
- Why Policy Reviews are important - Agent and Client Experience -Value of Gathering Health History Presented by Thomas Long and Amber Cress Register Here *After registering, you will receive a confirmation email containing information about joining the webinar.
for a presentation about chronic illness planning and how to leverage assets earmarked for a legacy. You’ll find out ways to talk to clients about: Challenges they may face if […]
Let Specific Solutions give you time to reinvest in your clients. We will review: What is App-Solution? What is the client experience? What is my role as the agent? Presented […]