Many clients expect their financial professionals to take a holistic approach to empower them to meet their goals. Tax time presents a great opportunity for a 1040 review to help clients better understand their tax situation and help yourself uncover protection gaps and opportunities for tax diversification. Because things can change, it is also a […]
Join us for this important webinar and learn more about CVS Health Final Expense...a product every agent should have in their portfolio!
Why all the buzz about Plan N? Why are more and more people choosing it to supplement their Original Medicare benefits? What makes it our fastest growing Med Supp plan? Sales Director Kristi Meyers will answer these questions and show you why cost-saving Plan N can be a good solution for your Medicare-age clients - […]
Learn how to grow your closely held business practice with Business Life Insurance Sales Ideas. With Buy-Sell, Key Man and Executive Bonus there are many ways to help a small business grow while rewarding key executives. Learn some of the simple ideas that can be used to help your clients, grow your knowledge of closely […]
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.
Agenda: - Introduction - Product Training - Q&A
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!
Agenda: * We are here for you!
Agenda: - Welcome and introductions - Agent website overview - Q&A
Learn about the DI underwriting process and tips for successfully taking a DI application.
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.
