Build on your fundamentals of retirement planning as Jeremy shares his advanced sales techniques, money movement strategies and client case studies.
About the Course
Learn How To...
- Learn advanced sales techniques & how to present your solutions
- Learn how to move your clients’ money for maximum efficiency to set them up for the rest of their lives
- Keep clients on track using a one-page retirement income plan
- How to work with HNWC & to manage more of their money
Demonstrate
- Advanced techniques in the Spending Game
- Positioning annuities, life insurance, & investments as part of a holistic plan
- Application of retirement planning strategies demonstrated via case studies
- Your ongoing value as a trusted advisor by performing structured annual reviews
Resources
- Six, 90-minute Webinars
- Recordings archive
- Shared documents
- Ability to email coach(es) course related questions
About the Course
Learn How To...
- Build on your fundamentals of retirement planning
- Learn advanced sales techniques & how to present your solutions
- Learn how to move your clients’ money for maximum efficiency to set them up for the rest of their lives
- Keep clients on track using a one-page retirement income plan
- How to work with HNWC & to manage more of their money
Demonstrate
- Advanced techniques in the Spending Game
- Positioning annuities, life insurance, & investments as part of a holistic plan
- Application of retirement planning strategies demonstrated via case studies
- Your ongoing value as a trusted advisor by performing structured annual reviews
Resources
- Six, 90-minute Webinars
- Recordings archive
- Shared documents
- Ability to email coach(es) course related questions
Coaches (Instructors):
Jeremy Shipp
Executive Coach & Master Mentor
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.
Coaches (Instructors):
Jeremy Shipp
Executive Coach & Master Mentor
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.
$600
Starts May 21st
Tuesdays, 1-2:30 Eastern
Tuesdays, 1-2:30 Eastern
May 21, May 28, Jun 4, Jun 11, Jun 18, & Jun 25
NOTE: A pre-requisite to this advanced course is Jeremy's Retirement Planning Fundamentals course. You can add-on the fundamentals course for only $150. (about RP Fundamentals On-Demand)
Testimonials past attendees: