Index Allocations Unveiled: Backtested Insights & Professional Excellence
Recorded
Wednesday, May 1, 2024 · 11:00 a.m.
ABOUT THIS WEBINAR
Learn from the pro and Founder Kent Jacquay about the importance of back tested results as it pertains to Index Allocations. Learn great details about Fixed Indexed Product Education and much more!
The index resource center helps agents and IMOS market products at a higher level of knowledge, bolstering the industry as a whole and allowing agents to service their client at the highest level of service and understanding!
Don't miss out on this informative and valuable webinar!
AGENDA
The Need for Back Tested Results Pertaining to Index Allocations
Fixed Indexed Product Education
How to Handle a Review Appointment with Elevated Professionalism
ADDITIONAL INFO
When:
Wednesday, May 1, 2024 · 11:00 a.m.
Central Time (US & Canada)
At NFI Solutions, we bring our knowledge to work for you. We will always strive to provide the best service and business support possible. It is our goal to exceed your expectations with our wide range of case design and client branding services....
I was licensed and trained as a Financial Planner in 1995. I sold my first Indexed Annuity in 1997. I transitioned to the wholesale side of the business in 1998. I have worked at 7 different IMO/FMO's and operated my own AFMO for 9 years. I...