Webinars

May 2017

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Understanding Leveraged Planning® Solutions

Understanding Leveraged Planning® Solutions

Join Financial Services Managers, Suzy Turner and Jon Scaman, as they provide a high level view of the Leveraged Planning® solutions, identify the market space, and illustrate how the solutions work through case studies.

Wednesday, May 10, 2017
1:00pm - 2:00pm Eastern Time
 
 
 
 
 
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Power Prospecting: Identifying the Right Clients

Power Prospecting: Identifying the Right Clients

Join Financial Services Manager, Jon Scaman, as he provides you with practical ideas and tools to identify the right clients for Leveraged Planning solutions and an action plan to help you build your prospect list right away.

Wednesday, May 17, 2017
1:00pm - 2:00pm Eastern Time
 
 
 
 
 
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Managing the Case Process

Managing the Case Process

This webinar takes you step-by-step through the entire case process from application to close, familiarizing you with all required forms and documents and showing you where to find everything you need to efficiently manage a case.

Wednesday, May 24, 2017
1:00pm - 2:00pm Eastern Time
 
 
 
 
 
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Leveraged Planning® Client Presentation

Leveraged Planning® Client Presentation

Join Financial Services Manager, Jon Scaman, as he walks you through how to present the Leveraged Planning solutions to clients. From the Rule of 72 and compressed time frame to how to use other people's money to your advantage, Jon explains the concepts that make Leveraged Planning solutions work. Each attendee will receive access to the customizable PowerPoint presentation to begin offering these solutions to clients right away.

Wednesday, May 31, 2017
1:00pm - 2:00pm Eastern Time