Insurance Intel

You’ve spent years refining and honing your skills as a financial professional to protect your client’s financial futures. You have an array of tools in your tool box, but there’s one that’s traditionally been overlooked: Insurance. Yesterday’s advisors often dismissed this meaningful tool in the retirement planning space. However, today’s advisors are quickly beginning to understand the awesome power they can add to culminate into the retirement plans of tomorrow.

The use of insurance products like annuities, LTC, and life alongside more traditional investment approaches help strengthen existing strategies and protections you’ve put in place.

Join us at this 2-day all expenses-paid training session where you’ll learn the core principles of insurance, when & how to use the products, and how to implement them in your practice to better serve your clients. Hear from our head Actuary, Dan Slater, and other insurance experts how these products can help your clients with their goals. 

A new age of retirement planning is upon us, one that includes insurance. Take the first step in revolutionizing your understanding of the modern-day retirement plan at Insurance Intel!