We understand the more time you spend with your clients, the more time you are bringing peace of mind to everyone you touch. That’s why we have made updates and enhancements to the below new business reports…more time selling, less time waiting!
Practice development
Announcing the 2019 CPA Symposium
The CPA Symposium provides an innovative approach to helping you and your CPA partner understand the tools, resources, and support that are available to help clients meet their financial goals and objectives through your partnership.
Mark your Calendars for 403(b)/ 457(b) Certified Training in 2019
403(b)/457(b) Certified Training is
Coming to a City Near You!
We are excited to kick off the 2019 Certified Training Schedule. We will open registration on a quarterly basis for future certified classes. If you are looking to make the most of your annuity business and to maximize your efforts in the 403b/457b marketplace, this is a must attend class!
