Webinar Replays & Training Videos
— Taxes | Business Succession | Retirement and more . . .
Welcome to our monthly webinar series presenting Sales Strategies and ideas to drive new client acquisition and spark renewed consideration for your existing clients.
Pat Swayne, CLU our Regional Sales Vice President will bring his extensive background in Advanced Sales right to your desktop. Be ready on the 1st Wednesday each month at 9:30 A.M. for another creative journey into business growth opportunities with Pat as your guide.
10-10-10 Life insurance Strategy
Split-Dollar Life Insurance
IRA Strategies for Wealth Transfer
Recruit, Retain, Reward with an Executive Bonus Plan
The who, what, why and how of the Life Insurance Review Process
A good Cover Letter will help move your business through the channels
Using Life Insurance to Supplement Retirement Income
Consider Permanent Life Insurance