Navigating Estate Planning Essentials
Crucial estate planning strategies, emphasizing wills, trusts, and healthcare directives for all ages. Plus event updates!
Training Category: Cornerstone
ABC Product Training: A Guide to Retirement Planning
Discover ABC's unique benefits, including guaranteed income and tailored suitability, compared to traditional portfolio strategies.
Case Study: Concerns About Long-Term Care and Taxes
Mary and Craig are addressing long-term care and tax concerns by repositioning funds into annuities and using life insurance for security.
A Guide to Creating Effective CTAs with Robert Belcuore
Explore the range of topics focused on an attract-connect-engage-close-retain business-building process with ROI squarely in mind.
Effective Client Engagement and Follow-Up Strategies
Client engagement strategies: consistency, office meetings, emails, drip campaigns, follow-ups, and involving both spouses.
Boosting Success: Appointments, Referrals, and MGA Strategies
Team training emphasized securing appointments, requesting referrals, and using MGAs as a bond alternative.
Accumulation Phase Training with Robert Belcuore
Robert Belcuore takes the Cornerstone Team through the up-the-mountain process of how we present to our clients.