Want to differentiate yourself? Then change the conversation! A hot topic that every client is concerned about is Financial Longevity Wellness. Today’s clients are worried about outliving or outspending their money or getting caught in an expensive ‘sandwich generation’ situation, or worrying about family or business financial wellness.
Join the next Advisor Today webinar on Wednesday, March 29 at 12 pm eastern, as Carroll Golden, Executive Director of NAIFA's Centers of Excellence, demonstrates a three-step formula to show how to incorporate Financial Longevity Wellness in the products and services you provide, while staying focused on your client’s story.
Whether you specialize in life insurance, retirement/investment planning, annuities, long-term and short-term care, workplace benefits, or life settlements, don't miss this webinar as Carroll imparts lessons and advice from her new book, How Not to Pull Your Family Apart, the new #1 Best Seller in Budgeting and Sociology of Marriage & Family on Amazon.
Missed a Recent Advisor Today Webinar?
You can watch webinars on-demand in the Advisor Today archives. Recent presentations include:
- "Love Your Business" with Joe Templin
- "Buying or Selling an Agency – A Focus on Medicare" with Dan Mangus and Carroll Golden
- "4 Life Insurance Opportunities You May Have Missed" with Brandon Perry and Ryan Mattern