The Top 5 Mistakes to Avoid When Helping Your Clients with Senior Care Planning
August 12, 2016The Biggest Boogie Man for Baby Boomers and Beyond
August 29, 2016
P&C Insurance; Understanding Property and Casualty Insurance – Your First Line of Defense
$25.00
Property & Casualty (home, auto, etc.) insurance has become so commoditized that many insurance companies lead customers to believe they can properly structure their insurance online directly. This strategy significantly undercuts insurance’s role as one of the most important ways consumers can ensure lifelong financial security. We want to help you understand the importance of P&C insurance as the foundation of a strong financial house!
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Mark Miletello, LUTCF, General Agent and Lauren Bottger, Multiple-Line Agent
Property & Casualty (home, auto, etc.) insurance has become so commoditized that many insurance companies lead customers to believe they can properly structure their insurance online directly. This strategy significantly undercuts insurance’s role as one of the most important ways consumers can ensure lifelong financial security. We want to help you understand the importance of P&C insurance as the foundation of a strong financial house!
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Mark Miletello, LUTCF, General Agent and Lauren Bottger, Multiple-Line Agent
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Immigration for Business Owners, Real Estate Owners, and Family Members
$25.00Yes, there are special rules for non-US citizens. Join Ryan and Kimberley as they uncover where planning is the same and where the pitfalls and nuances of opportunities exist for us to help these sometimes-complicated clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Ryan Alexeev, Esq. and Kimberley Best Robidoux, Esq.
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Kicking Off the New Year with a Plan to Increase Revenue
$25.00Setting the stage for rapport in larger business events, cocktail conversations, private social events, and first business meetings often leads to larger engagements. Join Joe and Shelley for a discussion about techniques you and your team may use to gain the skills and quiet confidence to position your practice in the forefront of your community. Learn how you can deliver a consistent and effective message during all those conversations and presentations so they lead to larger engagements with your favorite type of clients.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Joe Strazzeri, Esq. and Shelley Lightfoot, Executive Director
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The Evolution of Planning with Entrepreneurs – What’s Next?
$25.00Financial, legal, and tax products and structures are NOT what entrepreneur clients are seeking. Join Eve as she reveals how C-suite options and staffing may help you be seen as the advisor that truly helps the business grow and the owner take a step back. Create value for your clients, planning/product opportunities, and the asset your clients have always wanted – market for and help clients in a whole new way.
Presented by Eve Nasby
