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Exclusively for Agents & Advisors Who Want to Grow their Business
Walnut Creek, CA | September 12th | 10 am - 2 pm
NAIFA and American Senior Benefits invite agents and advisors to Unlock the Power of Referral Partnerships in northern California. We are #NAIFAproud to support this event alongside fellow NAIFA members Tom Morgan CLF and Joe Jordan, with special guest speaker, Billy R. Williams, Ph.D. This lunch & learn is a great opportunity for financial professionals to learn innovative strategies and proven tactics to drive success.
You Will Learn:
- Discover the secrets to building and maintaining effective business referral partnerships. This is not just another lecture. This is a 45-minute hands-on, step-by-step workshop designed to equip you with everything you need to succeed.
- How to leverage partnerships and increase revenue streams while cutting the cost and time of client acquisition costs.
- How and what to promote to your clients on the importance of a “Purpose Driven” Retirement
Topics Include:
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Unlock the Power of Referral Partnerships
-
How to Capture Life Insurance Sales by Cross-Selling in Different Markets
- Purpose-Driven Retirement Planning
Who Should Attend:
- Financial Advisors
- Life Insurance Agents
- Wealth Management Advisors
- Medicare Agents
- Property & Casualty Agents
There is no cost to attend this event and lunch will be provided. Participation at each location is limited to 50.