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  • July 2023

  • Thu 13
    July 13, 2023 @ 2:00 pm - 3:00 pm

    Prudential Webinar: Estate Planning for High-Net-Worth Clients

  • August 2023

  • Thu 10
    August 10, 2023 @ 2:00 pm - 3:00 pm

    Prudential webinar – Spousal Lifetime Access Trusts: Accumulate, Access & Transfer Wealth

  • Wed 16
    August 16, 2023 @ 9:00 am - 10:00 am

    New Producer and Website Demo

    Join us for a webinar on August 16, 2023 at 9:00AM CDT. Rachel Smith, AVP of Accounts and Marketing for Simplicity Agency, will go through our newly designed site. Highlights will be:   Website Demonstration   Who to Contact   Simple Sales Ideas After registering, you will receive a confirmation email containing information about joining […]

  • Wed 16
    August 16, 2023 @ 11:00 am - 12:00 pm

    Demystifying Indexed Universal Life (IUL) Series

    How to Position the Product (Part 5) Build on what you've learned from the rest of the Demystifying IUL Series and put it all together with these tips on presenting IUL insurance products to clients. We'll discuss:    • Typical target clients    • Several different sales concepts    • Tips for creating compelling illustrations    • Effective product […]

  • September 2023

  • Wed 13
    September 13, 2023 @ 11:00 am - 12:00 pm

    Selling Principal® supplemental benefits

  • Thu 14
    September 14, 2023 @ 2:15 pm - 3:00 pm

    Principal webinar – Business Market Solutions – 3 sales ideas in 15 minutes

  • Thu 21
    September 21, 2023 @ 2:00 pm - 3:00 pm

    Prudential webinar – The Financial Confidence Correlation and Tips for Closing Sales

  • Fri 22
    September 22, 2023 @ 11:00 am - 12:00 pm

    Principal webinar – Leveraging technology for financial wellness

  • October 2023

  • Mon 9
    October 9, 2023 @ 11:00 am - 12:00 pm

    Corebridge webinar – New SimpliNow Choice platform for Select-A-Term #1

    REGISTER HERE.

  • Tue 10
    October 10, 2023 @ 1:00 pm - 2:00 pm

    Corebridge webinar – New SimpliNow Choice platform for Select-A-Term #2

    REGISTER HERE.

  • Wed 11
    October 11, 2023 @ 11:00 am - 12:00 pm

    Mutual of Omaha webinar – Life Insurance is a Unique Asset

  • Wed 11
    October 11, 2023 @ 2:00 pm - 3:00 pm

    John Hancock webinar – Introducing Premier Benefit IUL

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2100 Southbridge Pkwy, Ste 650
Birmingham, AL 35209

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Call us at 800-876-3950 and ask for the on-boarding team to discuss innovative solutions for all your insurance brokerage needs!

Insurance and Annuities are: Not a Deposit | Not Insured by any Federal Government Agency | Have no Bank or Credit Union Guarantee | Not FDIC/NCUA Insured | May Lose Value

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