Three 90-minute Sessions
Live Zoom Course-Jerry Smith will conduct the training.
Two Pools of Money is a presentation format based upon the concepts of dividing the clients' assets based on the assets use. Assets are classified as assets for use during a person's lifetime and assets that will be more than likely inherited by a surviving spouse or other heir.
In this course you will learn how to demonstrate the basic investment objectives of each Pool of Money and score the effectiveness of each asset based on the pool it was placed in.
You will learn assets influencing techniques and how to apply a scoring system to each asset.
With this presentation your clients will tell you that they need to have more money invested in life insurance and annuities.
All sessions are recorded for playback in case you miss a session. You can rewatch the training on demand.