This discipline provides 12 Self Study or Facilitator-Led Series that will build a Fundamental understanding of life events and situations facing your prospects and clients in three key marketplaces for the financial service industry: Estate Related Planning Strategies, dealing with Business Owners and the Phases of Retirement along with their challenges and opportunities.
In addition, a series devoted to helping associates understand and deal with the different buying patterns of four distinct generational consumers is provided. The Fundamentals discipline contains over 85 sessions that will establish confidence in dealing with and understanding clients in these marketplaces while developing the ability to ask pertinent and engaging questions while at the same time recognize the challenges and opportunities that people in these markets face or will face.
Fundamentals Series Preview Videos
Overview of Estate Conservation
Overview of Estate Tax Planning Strategies
Overview of Planning Strategies For Retirement
Overview of Planning Strategies At Retirement
Overview of Planning Strategies at Widowhood
Overview of Generational Buying Differences Series
Overview of Working with Business Owners
Overview of Different Forms Business Structures
Overview of Managing Business Risks
Overview of Executive Benefits
Buying Patterns And Buying Habits Of Gender Differences
Understanding Commercial P&C Products