TRAINING
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
Excellence in
Service
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