Tue, April 30th, 10 am – 1 pm

Global Atlantic’s facility

550 E Swedesford Rd, Suite 450
Wayne, PA 19087

Unlock the Secrets to Business Growth on April 30th! Join us to discover invaluable strategies to elevate your business to new heights.

Take your financial planning expertise to the next level.

• Seminar Program– Maximize your ROI

• Appointment Setting Program– Top Agent’s Secret Weapon

“Message Mapping”

Pat Scanlon, VP Retirement

• Learn the checkpoints to engage your customers to help unlock the buying zone

• Discover some questions to consider asking your clients throughout the selling process
  

• See which words you may want to use and which ones to lose

• Know which consumer tools to consider using and when

“Demystifying Inherited IRAs”

Thea Marasa-Scafidi, VP Advance Markets

• Understanding the Secure Act changes

• Explore Various Global Atlantic Product options for Beneficiaries
  

• Bridging the gap between generation one and generation two