Calendar of Events
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So You Want to Sell Pensions: Part One
So You Want to Sell Pensions: Part One
Join us for a new three-part series; from Prospects to Plans and learn how you can build your practice and your bottom line with Business Owner Retirement Plans. We will be covering topics like how to talk to business owners who makes a good fit for a certain plan type, how to present illustrations to […]
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Virtual prospecting secrets for attracting and securing new clients
Virtual prospecting secrets for attracting and securing new clients
Gain insights and recent cases studies on how financial professionals are using virtual marketing strategies to help attract new clients and close more sales. Based on current academic-level research done with financial professionals, this engaging presentation is filled with real examples of what some of the most successful are doing and what is working to […]
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Safe Harbor 401(k) Plans
Safe Harbor 401(k) Plans
Join us for a 30-minute webinar as we present 401(k) plans designed to meet your business owner’s retirement goals.Plus learn how you can help your business owners save on their current taxes and still provide tax free income at retirement. Register Here
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Proven Business Life Insurance Sales Ideas
Proven Business Life Insurance Sales Ideas
Please join us for a webinar that will demonstrate the various ways you can help a business owner protect themselves, their business, their employees, and insure their future. Proven Business Life Insurance Sales Ideas will review topics such as buy-sell, key man, executive bonus for employees, and sub-s business owners. It’s a huge market you […]
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Demystifying IUL Series: Mechanics (Part 1)
Demystifying IUL Series: Mechanics (Part 1)
Confused on how indexed universal life insurance (IUL) really works? Join Tom Martin, Senior Life Product & Competition Analyst, for our Demystifying IUL Series. Part one will cover IUL mechanics and the basic functionality of IUL products. Register Here
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GWIC Final Expense 101
GWIC Final Expense 101
Join us to learn all about what makes GWIC a great company from Administration, Sales and Marketing Tools, and policy details. Register Here