Webinars

July 2017

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Understanding Life Insurance Premium Financing for Businesses

Understanding Life Insurance Premium Financing for Businesses

Join Financial Services Manager, Jon Scaman, as he 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, July 12, 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, July 19, 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, July 26, 2017
1:00pm - 2:00pm Eastern Time
 
 
 
 
 
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