Educational Webinars

A Case Study: Successfully Incorporating Insurance into a Financial Advisory

A recent study showed that 42% of financial advisors would be interested in working with an insurance specialist to identify client solutions.

If you are interested in learning more about the benefits that insurance can bring to both you and your clients, this must-attend webinar provides a roadmap from others who have travelled the route successfully.

Join Kellan Goldberg as she shares cases studies and best practice examples from successful advisors who have integrated insurance into their practice, including:

  • The insurance review process and how to help clients identify issues in advance;
  •  How to bring insurance into your practice without taking away from your core competencies;
  •  The critical role that insurance plays in overall asset protection.

We hope you'll join us for this 45-minute, interactive webinar. By the end of this session, you will have a clear understanding of the best practices and resources available to make insurance an integral component to your overall offering.


Our next webinar is on July 30 at 2PM EST