Join Senior Financial Services Manager, Jon Scaman, as he walks you through how to present the Leveraged Planning solutions to clients. From the Rule of 72 and compressed time frame to how to use other people’s money to your advantage, Jon explains the concepts that make Leveraged Planning solutions work. Each attendee will receive access to the customizable PowerPoint presentation to begin offering these solutions to clients right away.
Join Senior 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, May 26, 2021
1:00pm – 2:00pm Eastern Time