Posts Tagged ‘webinar’

How to Create Your One Page Marketing Plan

December 2nd, 2014, 2 Comments ».


Make 2015 Your Best Year Ever!

Date: Thursday, December 18, 2014
Time: 2:00 PM – 3:00 PM EST

Click here to register now!

In this hour, you will learn from Annette Bau, CFP®:

  • The 4 most critical factors to achieving your success as an advisor
  • Why your plan must include a PSP
  • The most commonly missed element in an advisors’ business plan (this element is attributed to over 90% of your success)
  • How to create a simple 1-3 page plan that provides you a step-by-step, day-to-day action plan
  • How one advisor made his annual income of $100,000 his monthly income



Business Disaster Prevention

October 15th, 2014, Comments Off.


Join us Thursday, October 30, for an exclusive, Members-Only Webinar:

Business Disaster Prevention

Date: Thursday, October 30, 2014
Time: 3:00 PM – 4:00 PM eastern

Are your clients prepared for potential business disasters? Are you equipped to assist your clients in navigating the complex world of business succession planning? During this NAIFA webinar John Wheeler will show you how to:

  • Prepare for the continuity of your clients’ business in the event of their death or disability.
  • Advise your business owner clients on the use of insurance to protect surviving family.
  • Discuss succession planning with your clients with a focus on opening the discussion and explaining planning options.
  • Use specific questions and language to manage the psychological aspects of the planning dialog.

John W. Wheeler, Jr. CFP®, CLU, ChFC, CRPC®, LUTCF is the Executive Vice President of Water Tower Financial Partners, LLC. John is a registered principal and financial advisor with MML Investors Services, LLC. (MMLIS). With an extensive background in the financial services industry dating back to 1969, John is a Certified Financial Planner™ Practitioner, Chartered Life Underwriter, Chartered Financial Consultant, Charted Retirement Planning Counselor, and a Life Underwriter Training Council Fellow. A well-known speaker in the financial services industry and various Bar Associations, he has been quoted in such publications as Money Magazine, Life Insurance Selling, The National Underwriter, and The Journal of Financial Planning.

Click here to register for this Members-only event. 

Space is limited, so register today!


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