Join us with Annuity Giants in this webinar, where we’ll explore how integrating Asset-Map’s conversational framework with annuity expertise can help advisors confidently guide clients toward informed retirement decisions.
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Join experts from Asset-Map, Orion, and UI Charitable where they’ll cover how shifting the conversation to values and philanthropy can deepen client relationships, enhance retention, and even impact wealth transfer.
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In this training webinar, you’ll master live presentations using Asset-Map and unlock the power of key features like Stencils, Target-Maps, Signals, and more!
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After your initial Asset-Map training, go deeper to learn about this powerful functionality. Target-Maps helps you to uncover planning gaps + opportunities.
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With the guidance of an Asset-Map expert, our SmartStart sessions will help you explore Asset-Map while building a process that brings long-term, sustainable success for your business and your clients.
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In this repeating monthly webinar, we'll cover best practices for our email templates, social posts, and videos as well as how best to leverage Discovery to generate leads, introduce Asset-Map in meetings and so much more.
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