The Life Stage Brokerage Network

11/12/2021

Protect your Wealth with Gold & Silver
Webinar - Thursday, December 2 @ 5:30pm CST

Reserve your spot!

Chris L Weston, CFP®, ChFC
[email protected]
(515) 210-5771

https://www.lifestagebrokerage.com/pdf/webinar-gold-silver

10/07/2021

This video contains extremely helpful insight in continuing operation of business through COVID times. Great interview, Sreedhar!

Still struggling to manage your business and team during COVID? In this interview, Kelly Scheer, an expert business coach and consultant, discusses ways...

09/02/2021

The Life Stage Brokerage Network
TNBC
YOUR INSURANCE AND ANNUITY PARTNER

TNBC • WHAT THEY DO
Since 1977, The National Benefit Corporation has focused on providing personal service and hassle-free access to a diverse line of insurance and annuity products, allowing partner agents to offer the right solution for their clients' needs. Their motivation has never been to be the biggest. They focus on being the most effective. Their reputation proves it.

A REPUTATION FOR SUCCESS
For more than 40 years, The National Benefit Corporation has been a trusted insurance and annuity partner for advisors across the nation.

DEPENDABLE RESULTS
Their skilled team focuses on providing personalized service, making accessibility and efficiency dependable every time.

PRODUCTS THAT DELIVER
Through a combination of technology and personal service, they make it easy for you to offer the most competitive insurance and annuity products.

THE TEAM DIFFERENCE
Behind every service they offer are loyal employees who are passionate about helping their partner advisors. It shows.

Contact us to join.

Chris L Weston, CFP®, ChFC
[email protected]
(515) 210-5771

https://www.lifestagebrokerage.com/articles/tnbc-the-national-benefit-corp

X YOUR INSURANCE AND ANNUITY PARTNER TNBC • WHAT THEY DO Since 1977, The National Benefit Corporation has focused on providing personal service and hassle-free access to a diverse line of insurance and annuity products, allowing partner agents to offer the right solution for their clients' needs. ...

08/31/2021

The Life Stage Brokerage Network
**Executive Coaching Offered**

The Life Stage Brokerage Network is dedicated to providing you, as our member, with the services that can help accelerate your growth. That is why we recommend Advisor Game Plan, LLC as your trusted executive coach. For over 14 years, Brian Willet, co-founder & CEO of Advisor Game Plan, LLC, has excelled in the financial service industry.

After successfully building an independent financial advisor business from scratch, Brian sold his financial advisor business for an opportunity to move into a senior leadership position with a national broker/dealer. During his tenure there Brian coached advisors who experienced growth rates that far exceeded the national average. Brian was also successful in identifying and onboarding the next generation advisor into advisor team structures. In 2021, Brian created Advisor Game Plan, LLC to be an independent business that serves only financial advisors or financial professionals.

Advisor Game Plan, LLC
Advisor Game Plan, LLC serves independent broker-dealer advisors, RIA advisors, insurance agents, and financial senior leadership executives. Brian specializes in leadership development, a growth service model, and business structure model that can help advisors innovate their overall business and put them on a path for sustainable growth.

Brian Willet, CEO of Advisor Game Plan, LLCIf you are looking for “The Coach” to help you bring your practice to the next level, The Life Stage Brokerage Network believes that Brian’s experience and expertise will serve you well.

If you have questions about executive coaching, feel free to contact us for more information.**

Chris L Weston, CFP®, ChFC
[email protected]
(515) 210-5771

X Executive Coaching Find Out More The Life Stage Brokerage NetworkExecutive Coaching The Life Stage Brokerage Network is dedicated to providing you, as our member, with the services that can help accelerate your growth. That is why we recommend Advisor Game Plan, LLC as your trusted executive c...

08/17/2021

The Society of Financial Service Professionals better known as FSP is Hosting a CE DAY LIVE AT DES MOINES GOLF AND COUNTRY CLUB in West Des Moines Iowa.

Speakers from Securian and Janus/Henderson Investments. If you have never attended an FSP event this is a great opportunity. You get up to 30 hours of insurance, and hours to apply to CLE, CPE, Pace, and CFP continuing education. Low cost. Breakfast and lunch included.

Check out the event info below. The link is: September 15 FSP Central Iowa Day of CE (constantcontact.com) to register

Chris L Weston, CFP®, ChFC
[email protected]
(515) 210-5771
https://www.linkedin.com/in/chris-l-weston-cfp%C2%AE-chfc-17835093/

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08/04/2021

We understand that your clients want to know the latest information on the economy. How are fiscal and monetary policies affecting your client’s investments?

We also understand that your clients expect you, as their advisor, to know what is happening and what's current!

The Life Stage Brokerage Network has an ideal solution for you to stay up to date, and it is called “The Economic Update Call”. On the 1st and 3rd Fridays of the month, we invite a guest speaker from major players in investment management.

Whether you are a FINRA advisor, RIA, or an independent insurance producer, the information dispensed in these calls will keep you informed and prepared to answer your client’s questions.

We know that your time is valuable, so these calls will last no longer than 40 minutes with the last 10 minutes reserved for questions from you the advisors.

If you have questions, feel free to contact us for more information.

https://www.lifestagebrokerage.com/articles/economic-update-calls-given

X Economic Update Call Find Out More The Life Stage Brokerage NetworkEconomic Update Call We understand that clients want to know the latest information on the economy. How are fiscal and monetary policies affecting your client’s investments? We also understand that your clients expect you, ...