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Assumption Life: Part 3-How to get started writing investment business!
June 7 EDT @1:00 pm - 2:00 pm
Investment knowledge series Part 3 of 3
CE Credits under review
In the final investment knowledge series Assumption Life will:
- Show you easy, fast, and quick investment solutions and how to efficiently write investment business.
- Review our electronic investment platform that makes selling investments so much easier.
- Show you the difference between our Segregated Funds vs. the Registered Investment Account (our low fee option account).
- Go over the different portfolio options: Traditional, Smart Series, and Select Portfolios which make selling investments even easier.
- We will review our compensation, so what’s in it for you as the advisor during your career and then for your retirement years!
- Help you fill your briefcase with marketing one pagers that help you sell investments to your clients.
- Show you the benefit of how growing your investment book not only secures your clients to stay with you but how it builds wealth for your financial plan.