For Life Insurance & Financial Advisors in the Advanced Planning Markets
Join the Weekly 10-Minute Concept Training
This FREE Weekly Workshop Will Show You...
- How to Uncover More Advanced Planning Opportunities
- How to Explain Complex Solutions in Easy-to-Understand Ways
- How to Orchestrate Financial Success for Generations
Training In The Insurance/Financial Industries Just Isn't What It Used To Be...
Designed by some of the financial industry’s brightest minds, this complimentary, weekly 10 minute training is designed to help you better Acquire, Identify, Present and Close Advanced Planning Cases.
Our 4 Pillars of Advanced Planning Success
Acquire
You can have all the knowledge in the world, but what does it mean if you have no prospects or leads coming through? Learn how this process is accomplished in today's digital world.
Identify
Sitting down with a prospect and being able to identify where the advanced sale is, is crucial. Think about how many sales may be missed simply because the advisor was unaware a solution existed...
Present
Presenting and Selling concepts in a simple, understandable way can easily be considered an art form. Learn from those who have dealt with clients in the 7, 8, 9 and even 10 figure net worth range!
Close
Potentially the most important step of the sales process, closing business is the final step before you get paid. Don't miss your chance to learn from some of the best and see how they are able to close the big deals.
Don't Let Another Advanced Planning Case Pass You By...
About Rick Bailey, JD, MAcc, CFP®
Advanced Planning Consultant
Rick Bailey is the Founder and Chairman of Camas and one of the most highly-renowned estate planners in the United States. As a Certified Financial Planner with a Master’s degree in Accountancy/Taxation as well as a Juris Doctorate, Rick Bailey is a highly valuable asset to private clients, CPAs, attorneys, financial advisors, and life insurance professionals for his expertise in advanced estate, business, tax, retirement and case design.