01
60-75 minute weekly webinar for your entire team, offering a webinar a week to allow flexibility for your team and to avoid disruption in the daily operations of your office
02
20-25 weeks of financial education: including the Personal Economic Model, Time Value of Money, using a financial calculator, Lifetime Capital Potential, Opportunity Costs, Taxes, Lifestyle Regulator, Temperament around finances, importance and types of insurance protection, Debt, Investments, Savings, Access to Capital, Qualified Plans and Mortgages
03
Beyond those initial weeks we continue by taking the information learned and help your agency apply it to client appointments, quoting transactions, etc.