Indexed Annuity Bootcamp
Whether you are new to annuities or just looking to sharpen your skills in the new year, this webinar is designed to equip you with the...
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PFA
Kickoff 2025: Setting Agents Up for Success – Avoiding Common Pre-Sales Pitfalls (Mandarin)
Kickoff 2025: Setting Agents Up for Success - Avoiding Common Pre-Sales Pitfalls Description: Kick off 2025 with a strong foundation for your sales team! In this...
Starting the Year Strong: Proven Strategies for Life Insurance Success and Overcoming Client Rejections
In this session, you'll discover proven strategies to help you build a strong foundation as a life insurance agent, from prospecting and building rapport to understanding...
Mastering Underwriting: The Field Underwriting Guide and Perfecting the Business
In the world of underwriting, success hinges on understanding the key principles and practical techniques that can drive accurate and efficient risk assessments. Join us for...
Maximize the Success of Small Businesses: Life Insurance in Key Person, Executive Bonus, and Buy Sell
Small businesses face unique challenges, but with the right strategies in place, they can thrive even in the face of uncertainty. In this focused webinar, we’ll...
Mastering Advanced Concept: Defined Benefit Plans and Effective Strategies for Approaching Business Owners
In this session, we will dive deep into the intricacies of Defined Benefit Plans, providing you with a clear understanding of their structure, benefits, and tax...
Mastering the CMC Rider: Basic Techniques for Illustrating Scenarios
Join us for a comprehensive webinar designed to introduce you to the basics of mastering the CMC Rider in illustrating scenarios. Whether you’re new to the...
Mastering the CMC Rider: Basic Techniques for Illustrating Scenarios (Mandarin)
Join us for a comprehensive webinar designed to introduce you to the basics of mastering the CMC Rider in illustrating scenarios. Whether you’re new to the...
Drive Your Business – Life Insurance New Business Tips and Avoiding Common Pitfalls
Join us as we uncover valuable tips & tricks to streamline your life business. Whether you are an experienced professional, or just getting started, you’ll gain...
The Simplicity of SIMPLE IRAs
This session is designed to make SIMPLE IRAs truly simple. Learn how they offer a cost-effective, easy-to-manage retirement solution for small businesses. We’ll break down eligibility,...