Webinars & Presentations
One-on-one, seminar presentation set
(17 titles, approximately 30 minutes each.)
One-on-one, seminar presentation set
(17 titles, approximately 30 minutes each.)
- GENERATE LEADS WITH WEBINARS
Digital webinars are designed for multiple prospects to at- tends and learn more on topics that are top-of-mind. - ONE-ON-ONE’S DRIVE AUM
Leverage the digital presentations to drive valuable conver- sations in one-on-one client meetings. - CULTIVATE TRUST WITH CLIENTS
Provide information in a quick, digestible format to help investors understand their finances and earn increased.
Attract and gain new customers with hassle-free educational seminars.
Topics Covered:
- An Introduction to Annuities
- Variable Annuities
- Estate Planning Basics
- Advanced Estate Planning
- Planning for Long‐Term Care
- Business Continuation Planning
- College Planning
- Retirement
- Roth IRA Basics
- Special Needs Planning
- Retirement Income Planning
- Social Security
- Financial Planning Basics
- Investment Basics
- Retirement Savings Challenges for Women
- Women and Money
- Your Employer Sponsored Retirement Plan
What’s Included?
- 17 short seminar presentations
- Full-color, 20+ slide PowerPoint presentation with script;
provides content for 30-minute meeting - Video introduction to promote seminar via email or website
- FINRA-reviewed material
- Client eGuide
- Coordinating seminar invitation template
- Access to the entire library of presentations
Let’s talk about what’s next for you
Our representatives and specialists are ready with the solutions you need to advance your business.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
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