Upcoming Event Snapshot

In a world soaked in technology and information, we are longing for human connection and relationships. The secret to selling success lies in our fundamental capacity to connect with other people on a human-to-human level. Leveraging digital communication platforms like LinkedIn in the time of COVID-19 is critical, and it must be combined with time-tested interpersonal skills. By creating combined digital and offline channels, you can position yourself as the resource your clients want and need to work with.

Join David Fisher as he shows you how to:

• Combine online and offline communication channels to engage your connections
• Create robust digital presence that attracts your ideal clients and partners
• Cultivate relationships in the short- and long-term to uncover business opportunities

NAIFA and FSP have joined together to create a three-part virtual event to allow participants to work through a complex case with a panel of family estate and business planning experts.

Topics will include:

• Estate planning involving family-owned businesses with complex family relationships
• Executive benefits in family-owned businesses
• Business succession issues

The CLTC Master Class is a virtual live class providing participants with a learning experience that allows professionals to walk away with the confidence and competence to discuss LTCi issues with their clients.

The CLTC Master Class is a virtual live class providing participants with a learning experience that allows professionals to walk away with the confidence and competence to discuss LTCi issues with their clients.