Deepening Relationships with Clients and their Loved Ones

This custom workshop will help insurance agents learn the ultimate blueprint for retaining assets and securing client legacies during the Great Wealth Transfer. If you are interested in a custom […]

PRIVATE EVENT

Create Your Own Closure Map

Atlas Member, Kara Turner, from Turner Care Management, will host an appreciation event for her top professional partners. First40 will introduce three steps in creating a custom Closure Map while […]

PRIVATE EVENT

Create Your Own Closure Map

Heritage Oaks Memorial Chapel 6920 Destiny Dr, Rocklin, CA, United States

Planning ahead isn’t just practical—it’s a gift for you and your loved ones. Event highlights: Take steps to map your plan and ensure your legacy. Gain peace of mind knowing […]

FREE!