Here are the links referenced in the webinar:
Here’s what you’ll learn about in the webinar:
- Writer and researcher Joanna Broussard shares how she’s creating a white paper for us on the pros and cons of whole life and universal life.
- Kim reveals some details about a brand new alternative investment platform that has exciting potential to help our clients while being super user-friendly (platform is new, NOT the company!)
- Patrick shares his company’s very positive experience using Facebook’s Workplace team communication application (which we are beginning to use as a part of our PEM membership site)
- Patrick also takes us on a visual tour of an online client profile tool he is creating in collaboration with PEM which is going to be an amazing interactive tool for both us (advisors) and our clients while shedding proper light on whole life as the financial foundation.