Presentation Services  
 
 

We are frequent speakers on topics ranging from annuities and their application in today’s financial planning curriculum to addressing behavioral challenges of consumers preparing for retirement. To give you an idea of the scope of Retirement Solutions’ speaking engagements and presentation services, a brief representation is provided:

  • Broker/Dealer Due Diligence Conferences
  • Insurance Company Due Diligence Meetings
  • Industry conferences on product design, distribution and consumer education
  • Insurance companies sales training – internal and external sales forces
  • Training of financial institution sales representatives
  
Our Presentation Services are broad-based as most of the programs are customized to fit specific client needs, but this should serve as a framework from which to build. Presentation are structured in a variety of methods and mediums for two primary reasons; first, people process information differently and secondly, value from the presentation could only be derived when an interest level is achieved.
 

Public Seminars

Public seminars can be created for use by either the company’s sale force or by their licensed distributors

Continuing Education Seminars

The importance of continuing education programs is at the forefront in our industry as market conduct issues and regulatory challenges continue to drive a heightened scrutiny by the public and the press. That aside, CE seminars provide an effective method for dissemination of new information and serve as a valuable marketing tool.

Sales Training Seminars

Retirement Solutions develops custom sales training programs for our clients. These programs can include a general market analysis, distribution trends, sales ideas, competitive information, and product specific discussions. These can be formatted for presentation to both internal and external sales staff.

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