Real Wealth®

The Family Meeting

March 8, 2019

The Art of Selling Life Insurance
feat. A Panel of Life Insurance Legends

September 8, 2017

Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own…

Conquer the 18 Risks in Retirement

June 9, 2017

Do you know the 18 risks your clients, and you, face in retirement? The American College released a report of everything you and your clients…

Fast & Furious Sales Ideas with the Living Legends Panel

June 10, 2016

What this session covers:

Tools of a Top of the Table Advisor

February 12, 2016

To be the best advisor, you also need to be a great business person. These three tools will help you propel your business to new…

Out-of-the-Box Thinking: Charitable Planning Opportunities for the Middle Class

January 8, 2016

If you’re not already Top of the Table, the ideas from this 1 hour session will get you there. Top of the Table Advisor Jim…