Search Results for "Planning-Techniques--Education"

Quote & Apply Product Assist

10/21/2021

Reid Tattersall
Quote & Apply's "Assist" feature gives you access to specialized planning in a simple-to-use manner. Select Assistance Choose module You can disable/enable this step by adjusting your Quote & Apply
Advanced RMD Planning for Insurance and Financial Professionals - BackNine's Pro Shop, Episode 2

12/23/2024

Matt Gozdecki
Every day in the US, 10,000 Baby Boomers turn age 65. Whether you're a full service financial planner, an experienced life insurance and annuity veteran, or a P&C agent starting to expand their practi
Improve Client Discovery Meetings with The P.E.R.I.L. Interview - BackNine's Pro Shop, Episode 1

12/5/2024

Matt Gozdecki
Welcome to The Pro Shop!     BackNine's commitment to the advisors we support is not only to make writing insurance and annuity business as easy as possible, but to be a true partner in your bus
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