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  • The Art of Presenting Annuities: Educate and Inspire Trust

    The Art of Presenting Annuities

    Description: Join us for the final session of our annuity training series on Tuesday, September 22nd, from 11:00 AM to 12:00 PM, where we'll apply the entire process using real client scenarios. In our final session, you'll learn how to: Work through a client case study using the fact finder Analyze client needs for accumulation or guaranteed income Create effective annuity illustrations Present recommendations with confidence Host: Derek Baltimore, Annuity Product ... Read more

  • AEP Kickoff – Laredo

    Pla -Mor Entertainment 2819 Bob Bullock Loop, Laredo, TX, United States

    Description: All participating carriers will present their 2027 plan benefits. Agents are expected to attend each presentation, take detailed notes, and be contracted with the presenting carriers. This is an excellent opportunity to gain valuable product knowledge, ask carrier representatives questions directly, and obtain important contact information in preparation for the 2027 Annual Enrollment Period (AEP). Host: Matt Huerta, Regional Sales Director – Empower Brokerage Claudia Howard, Regional Sales Director ... Read more

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