This presentation examines building, managing, and adjusting a client’s portfolio over a lifetime to help connect you with multiple generations of their family, using diversification in all its forms, and how to create deeper, longer lasting connections with clients that a robo-advisor can’t touch.
Agenda: - Welcome and introductions - Product overview - Q&A
Join me to learn about Path Protector Plus® Whole Life – 5 plans that can be customized to fit clients across the financial spectrum!
Agenda: - Introduction - Product Training - Q&A
Serve those who’ve served us - Make a real difference in Veterans’ lives - Improve Veteran health outcomes and quality of life - Become a trusted health resource for the Veteran community.
Learn about the DI underwriting process and tips for successfully taking a DI application.
Agenda: - Welcome and introductions - Product overview - Q&A
Differentiate yourself from the pack! Become a resource to help members of your community find their path to good health and well-being; Inside and outside of the doctor’s office.
Agenda: * We are here for you!
With more choices than ever before, your clients will thank you for showing them Path Protector Plus Term, a flexible product that can be custom fit to their coverage needs no matter what path they’re on. Join me to learn how!
