New York Regulation 187 Best Interest training for life sales
Complete one-time required training
Non-US Residents: A Untapped Market
If you are like many advisors serving the high net worth clients, you probably work with or have access to a several people who are non-U.S. residents. The United States has long been a top destination for worldwide millionaires, welcoming 10,000 new global millionaires in 2018 alone.
Out of the Box Thinking: A Gift of a Lifetime
One of the most effective ways to use whole life insurance is to purchase a policy for a minor as a way fund a child’s yet-to-be-defined aspirations and secure that child’s financial future.
Upcoming Seminars & Workshops
We continually offer Continuing Education courses, seminars and workshops in the latest strategies.
18 Years Worth of Days
“Dirty Dozen” Tax Scams to Watch For
A Bucket Plan to Go with Your Bucket List
9 Facts About Retirement