Aspirations Discovered and Achieved

Participants evaluate strategic leadership and planning in business and formulate ways to develop strategies within their organizations. Successful execution of developed strategies and business plans are also addressed in the course. The objective is that a leader provides the foresight of what is to come and ensures that the organization is ready to execute and grow in a way dictated by the business plan.

Participants evaluate team leadership, ethics, diversity, and crisis leadership in business and formulate ways to lead diverse organizations in an ethical manner. The importance of team and crisis leadership are also emphasized in the course. within their organizations. Successful execution of developed strategies and business plans are also addressed in the course. The objective is that a leader provides the foresight of what is to come and ensures that the organization is ready to execute and grow in a way dictated by the business plan.

Participants evaluate leading in a changing environment in business and formulate ways to lead diverse organizations by dealing with organizational change. The importance of understanding and diagnosing change are also emphasized in the course. Successful change leadership perspectives and processes are also addressed in the course. The objective is that a leader provides the foresight of what is to come and ensures that the organization is ready to execute and grow in a way dictated by the business plan.

Teaches financial professionals industry-proven methods for successfully identifying, selecting and approaching prospects for financial products and services. The course covers procedures for creating prospect awareness, target marketing concepts, and prospect qualification and prioritization techniques. Students learn how to overcome the psychological barriers to prospecting and innovative approaches to setting income and activity goals. Strategic, tactical and operational business planning processes are presented in detail, along with effective contact management systems.

The course focuses on the consultative approach to the marketing/planning process needed to build mutually beneficial relationships with clients and help them achieve financial security. Students learn how to conduct the initial and fact-finding meeting to discover a client’s needs and financial situation. They will also learn how to present recommended actions that will address the client’s needs and initiate an implementation discussion. Finally, the course covers the communication skills that successful advisors use to cultivate client relationships.

This course teaches multiline insurance professionals to use the periodic financial review to help their property and liability customers obtain the various insurance and other financial products they need to achieve their dreams and protect their income and assets. The course provides an overview for how to establish need, gather and analyze information, and develop recommendations for products in the various levels of the revised financial planning pyramid. Products discussed include: disability income insurance, life insurance, long-term care insurance, mutual funds and annuities.

Begins with an overview of the two basic types of life insurance policies — term and whole life — and then builds on that knowledge with an overview of the many product variations sold in today’s markets. The course also explores personal, family, and business uses of life insurance products, as well as policy illustrations, cost comparison methods, income and estate taxation, policy provisions, marketing ideas, and ethical issues facing the financial advisor. Provides a review of the selling/planning process for life insurance product solutions.

This course provides an overview of the major planning areas that financial professionals need to understand when serving clients. It summarizes the more common financial needs and the financial products used to address them. The course outlines the big picture needed to effectively offer financial products and services that are consistent with clients’ overall financial situation and needs.