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Life & Annuity Training
November 6 • 10:00 am - 1:00 pm PST
Looking for more ways to connect with your clients after the Medicare Annual Enrollment Period is over?
Join us for a HYBRID (in-person/virtual) training on Wednesday, November 6th on how to begin to have conversations with your clients about their life insurance and annuity needs. Life insurance and annuities can be an important part of your client’s plans on how to protect the people and things they care most about.
*This is a hybrid event options for in-person training or virtual. There are 2 different rsvp options! Please make sure to select the correct option according to your preference.
During this training, the focus will be on:
- Prospecting for Potential Clients
- How to Start the Life Insurance and Annuity Conversation
- Questions to Help Identify Client Needs
- Case Studies to Understand Life Insurance and Annuity Concepts
Training: 10am-12pm PDT
Lunch will be provided: 12pm-1pm PDT