Kristin Cook has spent 22 years at National Life, starting her career as an underwriter before spending two years in the field as a Regional Vice President supporting affiliated advisors. … Read more
Women’s Impact Program
This session is brought to you in Partnership with our friends at WIFS Join us for an advanced Social Security planning session designed specifically for high income and high net worth … Read more
70% of the client experience comes down to how clients feel they are being treated, according to McKinsey research. Join Women in Insurance & Financial Services (WIFS) and Finseca for … Read more
In this session, Megan Hand, CFP®, shares how her marketing strategy shifted as her business matured, from building credibility and visibility early on to deepening relationships and driving referrals over time. Attendees … Read more
Marketing should evolve as your career evolves. What works in Year 1 will not sustain you in Year 6. In this session, Megan Hand, CFP®, shares how her marketing strategy shifted as … Read more
Lorrie Baldevia, Platform President at AssuredPartners, shares proven strategies to build a network that supports your success.
