Advisor Lunch & Learn
January 29, 2025
Don’t lose annuity deals to financial advisors—this FREE 60-minute masterclass is for those who are SERIOUS about closing more sales and truly helping their clients!
Advisor Lunch & Learn
Tuesday, January 28th 2025
2:00 PM EST / 11:00 AM PST
Naperville, IL
This is for YOU if you want to:
✅ Make more annuity sales.
✅ Be able to close sales a financial advisor can without a series license
✅ Serve your clients in the best way possible through collaboration
✅ Explore getting your series 65 license.
✅ Have a book of AUM waiting for you!
Key Takeaways from the Advisor Launchpad Masterclass 📈
~ Learn how to position yourself for success with a book of AUM waiting to grow.
~ Close more annuities
~ Compliantly review securities portfolio’s
~ Begin to gather AUM while getting your 65
~ Have investment professionals position annuities in an overall portfolio
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