Join host, Tim O'Connell, and his guests for a 15-minute discussion about client conversations to help you finish 2019 strong.
| Monday, 9/23 | Balance cost and performance — Leverage multiple IUL accounts to find the right combination of expense and upside potential |
| Tuesday, 9/24 | Do good better — How to leverage charitable giving beyond the original donation |
| Wednesday, 9/25 | Diversification strategies for global clients — U.S.-based life insurance can be an attractive asset for Foreign Nationals |
| Thursday, 9/26 | Policy review — Learn the steps, tools and techniques to go F.A.R. [Find the (current) need, Analyze and Recommend] |
| Friday, 9/27 | Wills, probate and trusts — Advanced Sales can help you know the differences and why they matter |
