Streamlining for Annuity Success
Uncover valuable tips & tricks to streamline your annuity business. Whether you are an experienced professional, or just getting started, you'll gain practical insights on how...
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PFA
Mastering the CMC Rider: Advanced Techniques for Illustrating Complex Scenarios
Join us for "Mastering the CMC Rider: Advanced Techniques for Illustrating Complex Scenarios," where we will delve into the advanced functionalities of the CMC rider. This...
Mastering the CMC Rider: Advanced Techniques for Illustrating Complex Scenarios (Mandarin)
Join us for "Mastering the CMC Rider: Advanced Techniques for Illustrating Complex Scenarios," where we will delve into the advanced functionalities of the CMC rider. This...
Unlocking the Portal: Tools for Agent Efficiency (Mandarin)
Join us for "Unlocking the Portal: Tools for Agent Efficiency," where we’ll delve into the powerful features of the Agent Portal designed to streamline your workflow....
Drive Your Business – Life Insurance Underwriting / New Business Tips and Avoiding Common Pitfalls
Join us as we uncover valuable tips for effectively assessing risk factors and determining appropriate premiums. We will also find tricks to streamline your life business....
Foreign National Guidelines Training
Are you ready to navigate the complexities of underwriting for foreign nationals? This insightful session will equip you with the knowledge needed to understand unique guidelines...
Annuity Power Hour
Join Jay Dunlap, Director of Annuity Sales, for a high-energy, interactive session where we'll break down client scenarios, match them with product recommendations, tackle the top...
Unlocking the Portal: Tools for Agent Efficiency
Join us for "Unlocking the Portal: Tools for Agent Efficiency," where we’ll delve into the powerful features of the Agent Portal designed to streamline your workflow....