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 weekly training opportunities.
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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CURRENT TRENDS IN LIFE INSURANCE UNDERWRITING: MORE THAN MEETS THE EYE
Are you curious about what is new in the life insurance underwriting world? Pacific Life’s (and other carriers’) underwriting process has undergone a transformation resulting in efficiencies and improvements, and will continue to do so for the foreseeable future. This webinar will provide an overview of (1) the various ways carriers (including Pacific Life) have transformed and improved their processes, (2) current trends across the industry, and (3) specific markets that carriers seem to be focused on, post-pandemic.
Join Susan Ghalili and Bill Bell to learn about what’s new in the world of life insurance underwriting.
This webinar may provide up to 1 Hour of CPE, CFP, PRP credit.
Date: Tuesday September 27th 2022 Time: 11:00 AM PT | 12:00 AM MT | 1:00 PM CT | 2:00 PM ET
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15 Minute Coffee Break Sales Ideas Series:
Dates:
Tuesday Oct 4 2022 Life As An Asset Class Time: 9:00 AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET
Tuesday Nov 1 2022 LIRP Time: 9:00 AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET
Tuesday Dec 6 2022 Integrational Wealth Transfer Time: 9:00 AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET
Tuesday Jan 3 2022 SLAT’s Time: 9:00 AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET
Tuesday Feb 7 2022 TBD Time: 9:00 AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET
Tuesday Mar 7 2022 TBD Time: 9:00 AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET
This presentation will not be found after you log into our website.
15 Minutes
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Inner Circle Only Webinar: Exit Planning Series:
Rebrand and Grow using our proven methods
After you speak with Fletcher Brown Members will be invited.
Reminder Links will be sent out 1 day and 1 hour prior to the event
Learn from Fletcher Brown, President of Kalamath Consulting Group
Description: Your business-owning clients are getting inundated from potential buyers. Is now the time for them to sell? Should they hold onto their business longer? The clear answer is: if you are not talking to your clients about exit planning, someone else will.
On the last meeting we talked about Value Drivers. Value Drivers are internal characteristics of a company that third-party buyers—especially private equity groups—look for in an acquisition. Strong Value Drivers are effective company traits that will continue to operate once the original owner departs. Consequently, those Value Drivers increase both the company’s EBITDA and the multiple of EBITDA buyers will pay for the company. This webinar will discuss 10 Value Drivers that are most important to today’s buyers, how you can communicate them to your clients in an efficient way and stay with them through their transition.
Dates:
Tuesday October 11th 2022 Time: 9:00 AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET
Tuesday November 8th 2022 Time: 9:00 AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET
This presentation will not be found after you log into our website.
1 Hour