Career Training

Whether you're just starting out, considering a mid-career change, or are an experienced producer, we offer a range of lifetime-learning opportunities that meet your current skill set. We can also help you further meet your long-term career goals. Customized training and educational programs are provided throughout the different phases of your career.

We consistently provide up to date training and coaching sessions on the topics of:

  • Products
  • Concepts
  • Target Marketing
  • Prospecting
  • Social Media Marketing
  • Practice Management

Our firm holds an annual 2-3 day training Symposium every year that focuses on all aspects of the business, and each instructor goes in depth and uses a hands on-interactive approach. We believe that not all advisors need or want the same training, which is why our Symposium is designed with skills, licensing, and experience in mind; to provide advisors with a variety of courses to attend.

As a guiding mentor, we're there for you at each step of your development, showing you new and innovative approaches to learning that can have a positive impact on your practice and clients. We offer programs designed to help you stay ahead throughout your career, including:

  • Joint work
  • Instructor-led classes
  • Training workshops and seminars
  • Assistance obtaining licenses
  • Mentoring programs
  • Continuing education discounts
  • Activity tracking system

And if you're already a seasoned professional, we'll propel you forward with:

  • Tools for building your practice
  • Business plan development
  • Advanced skills training
  • 24/7 online self-study courses
  • Online virtual learning library
  • Professional designations reimbursements such as ChFC and CLU
  • Field software and selling systems

Our goal is to provide a customized learning experience instead of a one-size-fits-all approach to training. Whether this means you are led by an instructor or you go through our resources at your own pace, you'll have an opportunity to improve and expand your knowledge base.

The Career: Training