Alicia Nguyen, Executive Vice Chairman at World Financial Group (WFG), shares her tried-and-tested strategies for using technology to build strong connections with your clients.
Experts in The Field
Karen Cecile, COO of Financial Designs Ltd., and Jeri Turley, Principal at Winged Keel Group, discuss innovative approaches to life insurance.
Tori Van Dusen-Roos, Principal COO of Diversified Brokerage Services, and Tricia Pilone, President and Managing Partner of CPI Companies and the Chair of our Women’s Advisory Committee, share valuable insights … Read more
Discuss the details of COLI/COLI with experts Jessica Dowdy, VP at Nationwide Business Solutions Group, and Kristi Barens, Principal at Mullin Barens Sanford Financial.
