Product Details

comprehensive, customizable, FINRA-reviewed presentations for use by individual advisors and enterprises. Each seminar is 30-45 minutes in duration, comprised of 20-30 PowerPoint slides, a complete script, and an interactive client workbook. Each seminar comes with an accompanying 3-4 minute FINRA-reviewed Flash version. The Flash presentation allows you to fully engage your prospects by emailing the link or by posting it on your website. When prospects open the email or play your Flash tour, we will track their activity. When they fill out a short form, we'll send them a complimentary "Concept Piece" and add their contact information in your "My Clients" section.
•Estate Planning Basics
•An Introduction to Annuities
•Variable Annuities
•Retirement Basics
•College Planning
•Advanced Estate Planning
•Planning for Long-Term Care
•Investment Basics
•Retirement Income Planning
-Financial Planning Basics
-Roth Conversions in 2010

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