RSU: Jacksonville

Tue Dec 06 2022 at 12:00 pm to Wed Dec 07 2022 at 05:00 pm

Sheraton Jacksonville | Jacksonville

Equis Retirement Solutions
Publisher/HostEquis Retirement Solutions
RSU: Jacksonville
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An intensive day and a half of learning, RSU is focused on the fundamentals of using Indexed Universal Life (IUL) and Fixed Indexed Annuities (FIA) to create tax-deferred and tax-free income solutions, and how to provide clients with retirement income that is guaranteed to last a lifetime!
Prior to attending, you will need to complete the pre-requisite, self-paced online drills, found on the Retirement Solutions training center. These drills will provide your foundational knowledge of concepts and products. Senior Vice President of Retirement Solutions, Pete Lee, and Vice President of Retirement Solutions, Bill Martin 2.0, then take those fundamentals and show you how to apply them to real-world situations and working with an actual client. Training will include sales presentations and the completion of a final exam.
Upon successful completion, agents will be on their way to earning the Retirement Solutions Specialist badge and will be able to begin competently working with their own clients as well as assisting their fellow teammates in working with their clients to offer indexed products as solutions for their safe savings and retirement income needs. The Equis Retirement Solutions Division will offer a support network made up of industry veterans with decades of experience and will provide state-of-the-art technology and training tools that will help you achieve Retirement Solutions Specialist status.
RSU: Jacksonville runs 12 pm - 5 pm Tuesday, December 6th, and 9 am – 5 pm Wednesday, December 7th. There is a $100 tuition fee, which includes lunch on Wednesday.
We can't wait to see you!
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Event Venue & Nearby Stays

Sheraton Jacksonville, 10605 Deerwood Park Blvd, Jacksonville, United States

Tickets

USD 100

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