3 Ways IARs Can Incorporate Insurance Into the Planning Process
3 Ways IARs Can Incorporate Insurance Into the Planning Process
Tuesday, Nov. 17
1 p.m. Central Time
This Session Will Cover How To:
- Write insurance with hands-on support from an experienced partner
- Lead an insurance practice with added tools, expertise and operational support
- Refer clients with insurance needs to a trusted professional while continuing to guide their broader financial plans
Presented By:
[Presenter Name]
[Position - Company]
Short bio goes here. Delete this entire row if no presenter is being promoted. Just a couple of sentences.
Clients may have insurance needs that connect to their broader financial plans. This webinar explores three ways investment advisor representatives (IARs) can address those needs while keeping their practice model and responsibilities in view.
You don’t have to become an insurance agent to take a more holistic approach. Join Senior Market Sales® (SMS) for an exclusive webinar to learn about three ways to incorporate insurance into the planning process.
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