Preparing Your Practice for a Fast Start in 2024!
Join us for this three part series that will help jump start your practice in 2024.
11.30: Preferred Carries - This session will focus on how to add niche products to grow and cross sale prospects and clients. Plus we will highlight our preferred carriers and why certain companies are growing their business rapidly because of product structure and underwriting.
12.7: Secure Act 2.0 - We will focus on the Secure Act 2.0 and how to prepare your business for new regulations and tax strategies. Join Monte Bute, ChFC as he shares sales opportunities that the Secure Act 2.0 has created.
12.14: Trends & Opportunities - The Senior Management team will discuss trends and opportunities that we have seen in the marketplace. We will review 2023 results and add a few best practices to grow your business in 2024.