Webinars

September 2017

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Understanding Life Insurance Premium Financing for Businesses

Understanding Life Insurance Premium Financing for Businesses

Join Senior Financial Services Manager, Kerry Resch, as she provides a high level view of the Leveraged Planning® solutions for businesses, identifies potential business uses, illustrates how the solutions work through a case study, and reviews potential risks in case design when not working with an experienced premium financing company such as GFD.

Wednesday, September 13, 2017
1:00pm - 2:00pm Eastern Time
 
 
 
 
 
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Power Prospecting: Identifying the Right Clients

Power Prospecting: Identifying the Right Clients

Join Financial Services Manager, Jon Scaman, as he provides you with practical ideas and tools to identify the right clients for Leveraged Planning solutions and an action plan to help you build your prospect list right away.

Wednesday, September 20, 2017
1:00pm - 2:00pm Eastern Time
 
 
 
 
 
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Managing the Case Process

Managing the Case Process

This webinar takes you step-by-step through the entire case process from application to close, familiarizing you with all required forms and documents and showing you where to find everything you need to efficiently manage a case.

Wednesday, September 27, 2017
1:00pm - 2:00pm Eastern Time