Navigating Today’s Biggest Opportunities, Major Market Shifts for Financial Firms Now and Dodging Big Threats.
Speakers: Curtis Cloke, CEO and Founder, Thrive Income Distribution System LLC
Year: 2020
Body of Knowledge:
Competence: Broad |
Level: Basic |
Session Rating:
Financial professionals face new challenges and fresh opportunities in the environment of Covid, Regulations, Low Interest Rates and the Wild Economy. We will discuss how to attract more business and new clients. Best steps to master working in a virtual world and what should we know about tax changes this year and new regulations around life insurance illustrations and the fiduciary rules.