BOOST YOUR INSURANCE, ANNUITY, & WEALTH MANAGEMENT SALES

Join this webinar if you want to get in front of more prospects, make more appointments, and build a pipeline of current and future sales opportunities. The RSSA® Program is a turn-key Social Security education, technology, marketing, and support program to turn insurance agents into a trusted Social Security expert. Social Security expertise will allow you to build client trust and rapport and open the door for organic Insurance, Annuity, Wealth management and other sales opportunities. This is a unique approach that will differentiate yourself and provide you with the expertise to help your clients with their Social Security questions and claiming decisions, a much needed and very important service to offer.

Learning Objectives:

  • Importance of Social Security Expertise and Planning
  • Building a current and future pipeline of sales opportunities
  • How you can use Social Security planning to get in front of more prospects, get more appointments, and open organic doors to more sales opportunities.

Event Description

Join Thomas Drapala, Director of Strategic Partnerships with RSSA, as we discuss if you want to get in front of more prospects, make more appointments, and build a pipeline of current and future sales opportunities. The RSSA® Program is a turn-key Social Security education, technology, and support program to turn insurance agents into a trusted Social Security expert.

Event Details

Date: Tuesday, May 21, 2024
Time: 1:00 pm - 2:00 pm Eastern Time
Where: Zoom
Cost: Free
EPI Hours: 1
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Who Should Attend?

  • CPAs/Accountants

    Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.

  • Wealth Managers

    You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.

  • Financial Advisors

    One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.

  • Valuation Analysts

    Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.

  • Investment Bankers

    Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.

  • Estate Planners

    Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.

  • Family Business Advisors

    More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.

  • Other Professional Advisors

    Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.

  • Private Business Owners

  • Members of Family Business Boards

  • Professional Advisors

  • Business Consultants

  • Other Business Professionals

  • Business Owners

  • Business Owners & Their Trusted Advisors

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.

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