Advanced Classes

Foreign National/ FATCA CRS

Q&A/ Common Objections

How to Get Started / Prospect List

Advanced Underwriting

Individual Tax: Personal Tax Information

Corporate Tax

Charitable Planning/ DAF

Private Lending

Product Design/ Basic Product Comparison

8 Ways to Sell

5 Step Closing / Client Presentation

Business Insurance

Individual Tax: Investment, Gift and Tax Regulations

Estate Planning & Trust

Family Office & Wealth Management

Pension Plans