[]
1 Step 1
Complete the form to access the Exclusive InsuranceWebX Insider Web Class Replay, “Attract, Convert and Retain Clients with Legacy Talks” All downloads will be accessible from the thank you e-Mail you will receive after completing the form.
First Name
Last Name
Zip Code
Mobile Phone
Are you an Insurance Producer?
Are you securities licensed?

Primary lines of business:

Annuities
Life Insurance
Estate Planning
Retirement Planning

Replay Insider Legacy Marketing Webinar Series

Previous
Next

Legacy-Talks-Replay
Learn how to:

  • Unleash a treasure trove of prospects by appealing to their family treasures.
  • Convert prospects into sales with a simple Legacy Asset Checklist.
  • Build strategic “legacy” alliances for referrals.
  • Raise your community profile in a way that differentiates from the pack.
  • Win the heart of the family matriarch, where the new money is.
  • Create an intergenerational bond that nurtures future business.

This “Live Webinar Class” sells for $97. However, InsuranceWebX Insiders can attend for FREE by completing this form