Offer Educational Events
We offer complete workshop packages to get you in front of your clients and prospects. As part of your package, we’ll equip you with the tools and knowledge to present with ease.
Some of the workshops that we offer include:
- Tax Planning
- Federal Benefits
- Integrated Trust System
- Indexed Universal Life Insurance
- Social Security Timing and Taxation
- Women-only Social Security
In addition to PowerPoint presentations and other training materials, we offer an email awareness and drip marketing campaigns to make sure that your client sees your name multiple times before and after an event.
See how we can help you grow your business. Schedule a free 30-minute discovery call