Join Senior Financial Services Managers, 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, August 17, 2022
1:00pm – 2:00pm Eastern Time
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Join Senior Financial Services Managers, Suzy Turner and Jon Scaman, as they provide 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, August 24, 2022
1:00pm – 2:00pm Eastern Time
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.
1:00pm – 2:00pm Eastern Time