top of page
Image by Tyler Clemmensen

BECOME A MASTER FINANCIAL EDUCATOR

Memorize and master the following presentations and processes. Helping families & spreading financial literacy is as easy as P-I-A (Presentation - Illustration - Application). Become an expert in these areas and you'll be a Master Financial Educator!

logo white.png

01
Presentation

IUL:

VIRUTAL FIELD TRAINING MEETING

IUL PRESENTATION

ANNUITY:

ANNUITY MASTERCLASS

BASIC TO BASICS: ANNUITY 101

ANNUITY PRESENTATION

02
Illustration

BASIC TRANSAMERICA IUL ILLUSTRATION

BASIC NATIONWIDE IUL ILLUSTRATION

ILLUSTRATION DESIGN

03
Application

PRE-FILLED ATHENE ANNUITY APPLIACTION

PRE-FILLED TRANSAMERICA IUL APPLICATION

1035 EXCHANGE

bottom of page