We offer free training to our producers. Some of the topics are:
- Life insurance products and when to recommend which products
- Annuity products and when to recommend which products
- Estate Planning
- Financial Planning
- Premium Financing
- Living Trusts
- Defined Benefits plans i.e. 412(e)(3), 519 plans, 401K, 403B...etc.
- Advanced topics, i.e. Executive Bonus Plans, Split Dollar Plans...etc
- Sales techniques
- Long Term Care
- Qualified Plans
- College Saving accounts
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