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, … Read more
Sales Development
In this Conversations That Close session, we’ll preview key themes shaping today’s advanced markets conversations and how advisors can move discussions beyond transactions toward more holistic financial planning. Register for … 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 … Read more
Many high-net-worth clients, and even their advisors, view life insurance and long-term care as the weakest link in an otherwise sophisticated financial plan. In this NAILBA 365 session, Jack Elder, … Read more
Smarter Selling With AI explores how insurance and advisory sales leaders and their teams can use AI as a personal efficiency engine, shifting time away from administrative work and toward … Read more
