Jeri Turley is Managing Director at Winged Keel Group, where she's built a practice that goes well beyond the private placement life insurance (PPLI) reputation the firm is known for, running a split between PPLI and traditional insurance work. In this session, Jeri dives into where she's spending most of her time today: multi-life PPLI ... Read more
Exclusively for WFG leaders, the Virtual Finseca Financial Security Leadership Designation is a practical leadership development program built around The Leader’s Promise—leading yourself, leading your team, and leading the profession. Participants will explore values-based leadership, recruiting and developing high-performing teams, and advocating for policies that expand financial security opportunities for the clients and communities they ... Read more
This will be an open discussion on how we are presenting concepts in a concise client-facing presentation. It’s time to bring a piece to share with members, and everyone should walk away with a ton of new material to rebrand and start using. Like the unmeetings, Forum 400 Let’s Chats are open-format discussions intended for ... Read more
Amy Salo, of Forest Hills Financial Group, has built her practice around one core idea: clients don't come to you with a financial goal, they come with an action step. A 401(k) rollover isn't a goal. A disability insurance quote isn't a goal. In this session, Amy shares how she gets underneath the surface-level ask ... Read more
Paul Franklin has spent 17 years building a national practice with New York Life. In this session, Paul shares the "just call Paul" concierge model he's built around client service, how two decades of coaching high school football turned into one of his strongest referral engines, and why he believes financial planning only works when ... Read more
In this Conversations That Close session, Andrew Flores shares how he helps advisors move up-market into high-net-worth and ultra-high-net-worth relationships. Andrew will walk through his client acquisition strategy for larger clients and the two things he believes every advisor actually owns, process and service, including how he allocates resources and differentiates through different areas of ... Read more
In this exciting webinar, Ensight will talk about the future of the traditional illustration, point-of-sale and wholesaling experience. Today tens of thousands of financial professionals have shifted to selling off of Ensight Sales Stories, provided in conjunction with leading Life and LTC insurance carriers. Ensight will showcase several Sales Stories by leading carriers and discuss ... Read more
This is an exclusive session for our Influencer members Success creates a problem that ordinary plans don’t solve. As a closely held business becomes consistently profitable, its owner often wants to set aside meaningful dollars for the future with control, flexibility, and access, yet the familiar toolkit of qualified and personal plans quietly runs out ... Read more
Finseca Policy LIVE is a monthly member briefing from Finseca that delivers timely updates on the legislative and regulatory issues affecting your business at both the state and federal levels. Each session includes a live summary of key policy developments and an interactive Q&A, providing clear insights and practical guidance to help you stay informed and prepared. ... Read more
Many top clients are also the hardest sells. Stephanie Beckwith knows this firsthand: one advisor's “tough sell” changed the course of her own family farm, and it's why she now helps advisors have those same life-changing conversations. In this interview-style session, she shares the language, stories, and questions that move independent, skeptical clients from “I'm fine” to “I'm ... Read more
In this Conversations That Close session, Mando Sallavanti shares how he uses social media to build visibility and turn online engagement into real client relationships. Mando will walk through his content process, including how he optimizes his content the hooks and language that get someone who barely knows him to stop scrolling and reach out. ... Read more
