July 2018 Webinar

Life Design Analysis Monthly Webinar

Watch our July Webinar and get new ideas to enhance your practice and engage your clients!

Topics include:

  • Monthly Report Breakdown (With Sales Tracking!)
  • Manulife Par Whole Life Case Study
  • CI/DI/Manual Input (Refresher)
  • Using Recipies, Layering/Combining Functions
  • Housekeeping And Updates

Our webinars are every third Thursday of the month. Our next one will be

Thursday, August 23rd at 2:00 p.m. EDT