Training Videos & Webinar Replays

—  Taxes  |  Business Succession  |  Retirement and more . . .

Patrick Swayne. CLU

Welcome to our monthly webinar series presenting Sales Strategies and ideas to drive new client acquisition and spark renewed consideration for your existing clients.

Pat Swayne, CLU our Regional Sales Vice President will bring his extensive background in Advanced Sales right to your dektop. Be ready on the 1st Wednesday each month at 9:30 A.M. for another creative journey into business growth opportunities with Pat as your guide.


Consider Permanent Life Insurance | (11/02/2016)

 

 

Using Life Insurance to Supplement Retirement Income
(01/04/2017)

 

 

A good Cover Letter will help move your business through the channels | (12/28/2016)

View PDF of these Cover Letter tips »

 

The who, what, why and how of the Life Insurance Review Process | (01/03/2017)

View PDF of these Life Review tips ยป