Dear Joe,
"Wow! Just wanted to thank you for inviting me to your Financial Round Table discussing Transfer Strategies Under TRA 2010. Bob, the Estate Planning attorney presented the issues and provided the solutions very concisely.
We've incorporated some of those ideas in our practice. When's the next one?"
Robert Shiner
President, Austin Manning, Inc.
We know that our industry is ever changing and if you stop educating yourself, it won't take long to lose the competitive edge for your clients. One of our main goals is to offer constant education through VMG University. We do this in a variety of ways to make education accessible to advisors no matter where you are.
CE Meetings: We have experts in various topics, all relevant to today's insurance business, speak and offer anywhere from one to five continuing education credits. These are live meetings where you can interact with your peers and get vital information to stay informed and help your clients even more.
VMG Roundtables: These are also live meetings done in a roundtable format with a maximum of 10-12 attendees. We bring in local attorneys, CPA's and other insurance professionals to speak on a variety of topics. This old approach to fresh information keeps discussion levels very involved and is meant to be a study group type setting.
MyAnnuityTraining: These live, weekly web-ex presentations are offered as an Annuity 101 training or a refresher for those that have not been active in the annuity market and want to get back up to speed. They cover the basics of annuities to overcoming objections to sales ideas and much more.
Digital Education: Our monthly e-newsletter, VMG Insurance Visions, keeps you informed on current events in the industry, product updates, sales ideas, tax law changes and more. For immediate updates, our Facebook page uploads information as we get it including articles from various industry publications, hot products or rates and sales ideas.
