Seminars, C.E., and Sales Training
Looking to get your Continuing Education credits in? Your requirements will be easy to meet with us.
We provide FREE continuing education seminars every month for both insurance agents and financial planners.
Create your account with us and stay up-to-date with all your continuing education requirements. Also be sure to check out our schedule of upcoming seminars and while you are there, reserve your spot today.
Create an account to see the full list of upcoming CE and Training Seminars in the area. These sessions are always free to attend, and we welcome you and your colleagues to join us!
Training Videos and Webinars
Advances in technology give us the opportunity to reach you “through your screen,” keeping you informed anytime, anywhere! Call us today for information on various training videos and webinars that you can take part in from the comfort of your office.
On-Site Sales Assistance
Our Licensed Marketing Staff is available to assist you in the actual appointment with your client. We are always available to be conferenced in by phone; and frequently sit in on the appointment with you to answer any questions that your clients may have. We understand that each advisor needs a different level of service and support, and we are committed to meeting your needs on a case-by-case basis.
Planning for Long Term Care Via 1035 Exchanges
10am PST / 1pm EST