12-Month Training Programs
We design and deliver long-term training programs tailored to an organization's existing sales process and/ or current training needs. Topics include: Profiling, Presenting, Closing, Objections, Setting goals, Time Management and Client Referrals. The programs help Advisors:
• Become Wealth Managers
• Become more productive
• Coach Licensed Bankers
Roundtables
SAVE THE DATES:
Bank Indexed Annuity & MLCD Roundtable: September 13-14, 2012
Bank Annuity Product Managers Roundtable: October 25-26, 2012
We host Roundtables that bring together industry thought-leaders for candid discussions. Attendees share best practices and network with peers about the challenges and opportunities faced with their initiatives. Roundtable topics include:
• Retirement income
• Annuity products
• Financial planning best practices
• Broker-Dealer technologies
PAST ROUNDTABLES
• Retirement Income Roundtable (December 2011): View gallery
• Life Insurance Roundtable (September 2011): View gallery
Retirement Income Programs
We build Retirement Income programs that show Advisors how to upgrade their Retirement Income skills and sales. Components include:
• Training
• Marketing
• Sales coaching