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Expand/collapse block #beyondtransactional – Foundational Wealth Program

#beyondtransactional – Foundational Wealth Program

CUSOURCE / 8. Toolkits and Tutorials / 8.2 Tutorials

Course Code

EMP-LVF-BTFWE01-ELR

Fee

$71.00

Status

Open

Location

ONLINE

Who Should Attend

Employees

Description

A series of six foundational level podcasts that will challenge your front line to go #beyondtransactional with the members. These are short, impactful audio clips complimented by skill exercises, management coaching, and the ability to share the learner’s success socially with #beyondtranscational. Each podcast is designed for easy download and can be accessed through any computer or mobile device. Podcasts are between 8-10 minutes long and provides foundational knowledge on the following topics:

  • Personal Net Worth, Cash Flow & Debt Management
  • Risk Management and the Role of Insurance
  • Investment Basics
  • Estate Planning
  • Tax Planning
  • Negotiating and Closing Like a Pro

After listening to each of the podcasts, learners are encouraged to view sample resource documents and complete a skill application exercise based on their own financial needs. Once they are comfortable with the exercise, they are...

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