Register for Live Webinars
Champion wants to help agents be more successful, and better understand the products they sell. We provide in-house training upon request. These trainings include webinars, on-demand presentations, and our registered agent portal. We have made it our goal to offer our brokers the opportunity to expand their knowledge by providing these training opportunities. Sign In to view our library of training videos.
Next Upcoming Training:
Please feel free to register for any of the events below. If you have any questions concerning these events, please feel free to contact us.
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Power of Choice Taking Your Practive to the Next Level
April 30, 2024
9:00AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET
Integrity, Trust, Expertise, Service, and Partnership. We might be your perfect partner when your client’s objectives are solving estate and business planning concerns. We will share some of our tailored and effective solutions using innovative and time-tested strategies.
Speaker:
Michael Wurth, MBA, Regional Vice President Succession Capital
45 Minutes
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Pacific Life’s 15 Minute Coffee Break Sales Ideas Series
- April 30th – The Great Wealth Transfer
- May 28th – Policy Review
- June 25th – Managing Tax Brackets In Retirement
- July 30th – SECURE Act 2.0
- August 27th – Estate and Legacy Planning
- September 24th – Make, Bake, Take
- October 29th – Intergenerational Wealth Planning
- November 26th – Long Term Care Asset Repositionin
10:30AM PT | 11:30 AM MT | 12:30 PM CT | 1:30 PM ET
15 Minutes
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Pacific Life Professional Series
June 11th, 2024 Mastering the Simple Illustration Tool & Benchmarking
July 9th, 2024 Best Practices for Allocation Changes (IUL)
August 13, 2024 Best Practices for Allocation Changes (VUL)
Sept. 10, 2024 All About Reports (IUL & VUL)
October 8, 2024 Be in the KNow (E-Alerts, Reminders, Policy Owner Activity)
Nov. 12, 2024 Empower Your Staff by using the Help Guide and Delegation Tools
Dec. 10, 2024 Master the Basic Inforce Illustration Tool
10:30AM PT | 11:30 AM MT | 12:30 PM CT | 1:30 PM ET
30 Minutes
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Buying and Selling Tax
May 7, 2024
9:00AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET
Join us and Gene Gordon, founder and chief executive officer of Pension Quote. Pension Quote are pioneers in retirement planning, featuring tax-advantaged qualified plans as exit strategies for high net worth clients. They partner with top industry Advisers to bring their clients preferred solutions to achieve large income tax deductions.
As retirement plan design specialists for the last 40 years, they have a track record of success in the industry. That’s why many of the nation’s most prestigious insurance companies, brokerage firms, and financial institutions refer our services to their respective brokers, financial advisors, consultants, and money managers. These household names and companies have come to rely on our experience and knowledge to build tax-free income-building solutions for the future.
They understand the complexity of the fiduciary rules and compliance guidelines. Their winning designs allow flexibility, maximize growth, and minimize risk. When you partner with our national team of pension designers, actuaries, and attorneys, among the best in the business, you will receive support from inception to implementation.
1 Hour