Events
Coffee with Closers: Mortgage Market Sales Opportunities
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The mortgage market (both new sales and refi's) is crazy hot right now.  
Don't miss your opportunity to provide insurance solutions for both new and current homeowners. 

Join us to find out:

    * How to access buyers
    * The fact finding approach
    * Solving client problems with best in class products
    * How these leads can open up additional sales

FFP University: Underwriting Review with Chief UW Doug Parrott from Foresters Fi
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Modern day underwriting is in a constant state of change.

Foresters Financial Chief Underwriter Doug Parrot shares with us:

  • What does accelerated underwriting mean for your business?
  • What is a TrueRisk score and how can it affect underwriting?
  • How can an agent decide if accelerated underwriting is best for their client?

Plus, we will have an open question and answer session to deal with your most pressing needs.

CWC: Kaizen & ILIA - Are you tapping into the $200B Opportunity? Part 1
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KaiZen continues to be one of the most popular Hybrid forms of premium financing in the industry today.

We will cover:

  • How does it work and who qualifies
  • What makes Kaizen so different
  • How big really is this opportunity
  • The tools provided to present to the client

FFP is a preferred IMO which gives you access to one of the most unique marketing platforms in the industry “ILIA” to help you sell and present the KaiZen Strategy! Please join us on the webinar and we will Demo ILIA for all who attend!

CWC: Kaizen & ILIA - Are you tapping into the $200B opportunity? Part 2
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KaiZen continues to be one of the most popular Hybrid forms of premium financing in the industry today but what tools do you have to sell it?

Join us to see:

  • How ILIA will allow you to market KaiZen to your clients
  • How ILIA will change the way you present Kai-Zen to your clients
  • How you can enroll your clients in Kai-Zen through the ILIA platform...in a virtual and digital environment


FFP is a preferred IMO which gives you access to one of the most unique marketing platforms in the industry “ILIA” to help you sell and present the KaiZen Strategy!

Please join us on the webinar and we will show you the power of ILIA.

Coffee with Closers: Annuities - Picking the best ANNUITY Product!
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Helping your clients plan for thier future retirement income can be stressful.

With so many options available it makes it hard to pick the right carrier and product.

Saul will share how to find the right annuity so that you and your client can rest assured their future is secure!

 

Coffee with Closers: Top of the Table Producer shares 5 best sales ideas
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Don’t miss our own Charles Durfee share some of his best sales techniques.

You’ll learn:

  • Uncovering your prospects greatest financial fears
  • Finding the money to fund your solutions
  • How taxes help you close 
  • Building a sales process that fits your style

 

Coffee with Closers: Illustrations are your friend
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Do you consider illustrations as a disclosure nuisance?

Spend 30 minutes with us to make it your closing tool.


You’ll learn:

  • How to use the illustration to create confidence for your prospect
  • How each page works for you
  • Why an IUL with Living Benefits should be core to your retirement plan