04/20/2021
Upcoming Trainings & Events
(Be sure to mark these dates on your calendar)
Thursday, April 22nd:
Client-Friendly Retirement 101 Workshop
5:00p - 6:00p (PST)
Webinar. Invitation to follow.
More training topics and links to webinars are on our calendar so Make sure to visit our Training Calendar for other trainings occurring this month!
Cross-Selling 101 Webinar
Thursday, April 22nd, 2021
10:00am PST
Increase your book of business, income and client retention by filling gaps in your client’s coverage with supplementary insurance and annuity products. This is a training you don’t want to miss!
To join on a computer please click here at the time of the webinar.
To join on a phone or tablet, launch the "join.me" app and enter meeting code: CaseDesign
For audio access:
By Phone - 1.213.226.1066 Access Code 648-849-268 #
By Computer via internet - Join the meeting, click the phone icon and select "call via internet'. A small download might be required.
Screen sharing, online meetings and team collaboration are all fast and easy at join.me. Show work who’s boss. Try JoinMe free today!