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PEAK: Savings-based Insurance

  • Allegis Advisor Group 10235 S Jordan Gateway South Jordan United States (map)

This seminar is geared to help the advisor identify, present and close Long-Term care and wealth transfer opportunities designed around their specific book of business and new clients. 

You will be trained in knowing the principles of Savings Based Insurance, the details of each product, and how to find the best solutions.  Eric Barnes, who is an Elder-Law Attorney, will be presenting and sharing his insights as to how Savings Based Insurance and planning can make the world of difference to your clients and to your business.

Learn more and RSVP here >

Later Event: August 14
PEAK: Business Owner Summit