Thursday, April 3, 2025

Monday to Wednesday Dreams Business Resources Training




 Monday Training includes opportunities to learn about:


1 PM Energy Training


2:30 PM Fast Start Class


5 PM Dreams Business


Tuesday There is training at 


10 AM Tech Tuesday


5 PM Research and Development Business


5:30 PM Learn to Use iDecide


6:15 PM Learn to sell iDecide



Wednesday Training: 


10 AM L-Card Training


1 PM Trumark Health


5 PM Dreams Insurance


Join the company to get links to the training. See: https://www.financialliteracyeducators.net/2025/04/dreams-signup-process.html



You can reach Walter with Questions at FinancialLiteracyEducators@gmail.com. 

Book an appointment with him by clicking here. 


Thursday and Friday Training with Dreams Business Resources



Thursday and Friday Training

Hi Everyone, I am Allison, A virtual assistant for Walter Davis. 

There are a host of training opportunities on Thursdays. 

All times pacific.  

9:30 AM Fast Start Class

10 AM Trumark Health
 
1 PM Stream PC 

Special presentations at 5 PM 

On Fridays, at 7 AM, Eric Lofholm will dazzle us with his Ai development and Effective mentoring. 

AT 9 AM We learn about Group Index Universal Life plans through GOALL - Growth Only Automated Life Agency. 

Invite potential clients, and agents to our Saturday morning training at 8 AM. 

There will be an overview of the company, and we will go over Trumark Insurance, and Research and Development Credit. 

You can reach Walter with Questions at FinancialLiteracyEducators@gmail.com. 

Book an appointment with him by clicking here.


Wednesday, October 19, 2022

Netlaw Estate Planning: A Fresh New Angle to Marketing.

 


Estate Planning could be a fresh new angle to approach clients.

Consider this:

1. In estate planning, you get a lot of info (spouse, kids, relatives.....referrals!)
2. You have a more complete overview of assets. 
3. You are paid $100 on the $400 plan and $200 on the $600 plan.
4. Commissions are paid directly to you.
5. You can post your personal link on social media and get clients.
6. A CRM will capture their data (you can use to market VFG services)...a better approach than insurance sales person.

Sign up here: i.netlaw.com/ny3ow

Lies Agents Tell to Sell IULs