Elevating Engagement: The Impact of Dynamic Events
Discover how transformative events can energize participants and spark motivation, as shared by seasoned members of the Cornerstone team.
Archives: Trainings
Strategic Planning and New Resources
Jody Bloom's impressive performance is highlighted, with significant achievements in life premium and fixed index annuities. Watch for great insights!
Explaining the New DOL Rules & How They Affect Business
The Division of Labor (DOL) has implemented new regulations affecting the financial services industry. Cornerstone is making changes to comply with th…
Matt from Lincoln Presents the Performance of the S&P 500
Matt from Lincoln presented about the performance of the S&P 500 Index, including their new enhanced trigger strategies. Lincoln has a competitive S&P…
Spotter Program, Monday Master Class, & the Power Hour
This is a training session led by Bobby Esposito, discussing the Spotter program, Monday Master Class, office hours, and the Cornerstone Power Hour.
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A New Quarterly and Yearly Bonus Structure
Discussions on positive personal and business developments, a new quarterly and yearly bonus structure, and leaderboards for life and FIA insurance sa…
Comprehensive Financial Planning Session
The training covered a comprehensive financial planning session for a client seeking life insurance, including a side-by-side comparison of current an…
Maximizing Social Security Benefits & Managing Finances
This training session aims to build confidence in driving warm market and clients to the seminar. A video of the seminar is available for review.
Trust, Choices, and the Complexities Relationships
This training explores client loyalty in financial planning, considering trust, choices, and the influence of competing advisors on decision-making pr…
Navigating the Path with Purpose and Likability
This training explores converting prospects to clients, emphasizing likability, client focus, and bouncing ideas off masterminds for success in financ…