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Equitable Life: Affluent Market

  • Lifeplan Financial Group 3298 Tennyson Avenue Victoria, BC, V8Z 3P3 Canada (map)


You will learn Equitable Life's 4 new con-cepts. These are 4 Preferred solutions integrat-ed to the Equitable software.

1. INTRODUCTION Why and How it works (after this intro you'll decide to continue and commit on the following workshops) 2. Market segmentation - Oct 28th 3. Family Market (Nov 4th) 4. Affluent Market (Jan 13) 5. Corporate Market 6. Estate Transfer (Cascading Wealth) using WL and Annuities 7. P.A.R (Protection-Accumulation-Retirement) Cash flow system 8. Building and focusing your practice 9. Opening and closing strategies 10. Case studies 11. Policy and Bank loan strategies to use in these concepts 12. Million dollar practice (pull marketing) Chasing the Elephants