Investment Strategies--
The Building Blocks
This two-day course will show today's investment professionals how to position their practice to succeed in a rapidly changing industry. Today commissions are shrinking while managed money is being sought by all the major investment houses. The banking, brokerage, and insurance industries are melding into a new industry, the financial services industry. These changes are happening and, if you are to survive, you must change also. Below are a few of the subjects covered in Investment Strategies - The Building Blocks;
- How to sell in a down market
- How to never hear "let me think about it"
- Which payout options will put you out of business
- Understanding 1035 exchanges
- The secrets you must know about managed money
- Why you should hold assets in a brokerage account VS holding them at the mutual fund
- Software you must have to build your practice
- Understanding and explaining risk
- Using a short risk profile that works & keeps you out of trouble
- How to document what the client said & prevent problems
- When you must use mutual funds VS variable annuities
- Understanding and explaining the difference between temporary and permanent life insurance
- How to sell more Variable Universal Life Insurance
- What products will kill your practice
- Using Split Annuities VS Fixed & Index Annuities
- Estate planning and gifting techniques that work
- What is considered too much commission
- Working with a client's company 401k plan
These topics and many more will be covered in this two-day power-packed training. The training is held in Richard Parker's oceanfront high-tech Learning Center on Florida's Space Coast. Classes are small by design to give you the one-on-one time you need to benefit the most. Call for dates or visit our web site at www.Practice-Masters.com.
For more information please call 1-800-677-8664 or email us at info@practice-masters.com.
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