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 workshop for your organization, contact us HERE.  

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 participants enjoy food and fun! This event is not open to the public, but if you would like to host an appreciation event for your […]