Navigating Estate Planning Essentials Crucial estate planning strategies, emphasizing wills, trusts, and healthcare directives for all ages. Plus event updates!
ABC Product Training: A Guide to Retirement Planning Discover ABC's unique benefits, including guaranteed income and tailored suitability, compared to traditional portfolio strategies.
Financial Solutions Through Education Emphasis on the importance of relationships and sharing love in personal and business settings.
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.
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.