Financial Advisor Intel Engine – Tax Deferred Edition

Thursday May, 23, 2024 | 2:00 p.m. - 2:50 p.m. ET

Speaker: Sam Richter,  CSP, CPAE CEO/Founder SamRichter.com, Intel Engine, SearchLink.ai

Description: In this webinar, Sam will demo the Financial Advisor Intel Engine – Tax Deferred Edition, and how to effectively use it to grow your business. This was the Security Benefit-sponsored resource Sam provided to all attendees at the NTSA conference.

Learning Objectives:

• How to effectively use the Financial Advisor Intel Engine – Tax Deferred Edition.
• How to leverage information to ensure valuable and highly customized communication
• How to use the Engine to find decision makers and ensure relevancy in every sales call

Registation Links:

Registration Deadline for the Live Webcast: May 22, 2024 at 11:59 p.m. ET

On-Demand Webcast is Available Until: May 23, 2025

Registration Information:

• Live webcast registration will be available to purchase in the Marketplace until 11:59 p.m. ET on the day prior to the date of the live event. Same-day LIVE registrations are currently not available.
• Each viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
• Live webcast registration does not provide access to the on-demand version.
• Registration for On-Demand webcasts are available through the link above. On-Demand webcasts include: unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date. On-Demand webcasts are typically available one week after the live webcast takes place. Login to Learning Activities to view the course on your dashboard.
• CE will only be given for one event, if you attend the live but also complete the On-Demand, Only one CE record will be maintained.

Continuing Education: 1 NTSA, 1 ASPPA, 1 NAPA Relevant, 1 PSCA Relevant

Questions? Contact our Customer Care team [email protected].