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1 CE Credit

Join this webinar to be introduced to key reasons to choose IA for client’s Estate planning needs. I will reference how to structure your contracts keeping in mind Estate Planning concepts and highlight our e-tools to help you to place business quickly and efficiently. I also will touch on efficient time saving tips within the Advisor Center.

Topics explored:

•  Key Estate Planning concepts

•  Advice on navigating IA’s Advisor Center & Business Tracker and other e-tools

•  A toolbox to help you plan your client’s retirement savings

After registering, you will receive a confirmation email containing information about joining the meeting.