The Key Conversation and Activities to Have a Record Finish to Your Year

On July 24th at 2:00 PM ET, join GamePlan Financial Marketing and learn the key conversation and activities to close out your year on a high note.

During the webinar you will discover how to…

  • Arrange your schedule to effectively work during the holidays.
  • Diversify your approach to take advantage of client referral events at a very low cost.
  • Assess your year-to-date progress and adjust your activity to help you meet your production goals!
  • Effectively use the Income Allocation and Lazy Money whiteboard videos to drive extra premium for the rest of 2018.

Finish up 2018 by hitting or exceeding your goals!

Register Now!

1 Step 1

Record Finish Year



Various state insurance regulations, as well as other state regulators prohibit the “gifting” of items, or inducements, which may include entertainment expenses, marketing or other activities (e.g. client appreciation events, etc.) by financial professionals in excess of a certain dollar value with some of those limits being as low as an annual aggregate value of zero dollars.  Be sure to check with your state’s requirements and/or your firm to ensure that you are complying with your specific state’s requirements and guidelines.

G18594-B Webinar available to insurance-licensed financial professionals only.