Add New Life & Annuity Clients
Add New Life & Annuity Clients
In Person | Web-Based | |
Certification Process | ||
Learning Tempo | Fixed | Flexible @ Your Pace |
Certification Start Date | Nov 9, 2026 | Oct 29 (or immediate) |
Certification Completion | Nov 10, 2026 | Oct 30 (or immediate) |
Date to Receive Referrals | ≈ Nov 20, 2026 | ≈ Nov 2 (or immediate) |
Weather / Travel Delays | ???? | None |
Days Away from Family / Office | 4 | 0 |
Program Investment | ||
Training Event Master Class | $595 | $849 (discounts available) |
Premier Marketing Resource Suite | $1,295 | $0 - Included |
Product-Centric Client Data Platform | $1,295 | $0 - Included |
Exclusive Premium Referral Access | $950 | $0 - Included |
Monthly Support & Licensing | $0 - Included | $179 (x 12 months) |
Travel, Meals & Lodging | ≈ $1,600 | $0 |
Marketing Total | ≈ $5,735 | $2,997 (or less) |
Select Your Best Option |
In Person | Web-Based | |
Certification Process Learning Tempo | Fixed | Flexible @ Your Pace |
Certification Start Date | Nov 9, 2026 | Oct 29, 2026 (or immediate) |
Certification Completion | Nov 10, 2026 | Oct 30, 2026 (or immediate) |
Date to Receive Referrals | ≈ Nov 20, 2026 | ≈ Nov 2, 2026 (or immedaite) |
Weather / Travel Delays | ???? | None |
Days Away from Family / Office | 4 | 0 |
Program Investment Training Event Master Class | $595 | $849 (discounts available) |
Premier Marketing Resource Suite | $1,295 | $0 - Included |
Product-Centric Client Data Platform | $1,295 | $0 - Included |
Exclusive Premium Referral Access | $950 | $0 - Included |
Monthly Support & Licensing | $0 - Included | $179 (x 12 months) |
Travel, Meals & Lodging | ≈ $1,600 | $0 |
Marketing Total | ≈ $5,735 | $2,997 (or less) |
Select Your Best Option |