Top5 Week of November 4th

Your sales idea for November is here!

Whether clients are preserving existing wealth or are first-generation wealth builders, they all share a common goal: to pass their wealth and legacy safely to future generations. Use the client profiler and other materials on November’s Trimester page to start meaningful conversations with clients about legacy plans, including tax-efficient wealth transfer, preparing for chronic illness costs, and business succession. And be sure to register for our upcoming webinar, “A Legacy for the Next Generation,” to get practical advice and conversation starters to help ensure clients’ legacy goals stay on track.

Advanced Markets can unlock a new level of growth for your business — if you know how to navigate them. Join Banner’s upcoming webinar featuring their Sales VP of Advanced Markets as he breaks down what Advanced Markets really are and how you can leverage them to expand your opportunities.

• Insights on large case, buy-sell, key person, and loan collateral concepts.
• Business valuation triggers and SBA loan opportunities.
• Digital innovation and faster, white-glove servicing.
• Exclusive large case support and underwriting team access.

How to Spot & Stop Email Scams Before They Catch You

Phishing remains the #1 cybercrime worldwide, with over 3.4 billion fake emails sent daily — even trained professionals get caught. This quick-read guide helps your team recognize phishing tactics and stay safe.

• The latest phishing tactics used to trick employees
• Simple ways to verify suspicious emails before clicking
• How to build a culture of phishing awareness and prevention