COVID-19 changed the way we all do business. We are no longer guaranteed face-to-face meetings with potential clients and business partners. Our session will teach you how to master the virtual client meeting and what advantages online meetings might have for your practice.
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Todayâs older consumers donât want to do things the same way their parents did â and the senior advice market is taking notice. Needs are becoming more complex and seniors want more choices. The industry is responding with new products and new ways of reaching todayâs seniors.
Our September 14 webinar will cover the trends with life insurance and explore what leading advisors are doing to maximize the use of life insurance. Our guests bring a wealth of experience in financial services and retirement planning.
The financial services industry has made progress in attracting a diverse field force as well as in serving a diverse population. What has worked and what are the next steps? Our panelists will provide their unique insights.
What will the next generation of indexed products look like? Indexed products are popular, offering apparent upside and little downside. But regulators are wary. The growth of proprietary indices has critics claiming consumers are confused and misled by rosy illustrations that rarely come true.
Expansion of government health care. The aftermath of COVID-19. Mid-term elections. Recent and proposed legislative changes and these volatile factors could significantly change the way health agents do business. Marcy Buckner and Ronnell Nolan have decades of combined experience in both health care and the legislative process.
