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Do you have business intelligence, research, performance data and education that will help the bank insurance and securities community make better-informed business decisions, grow their businesses, and advance their personal brand and professional stature? Then submit a webinar proposal!   

Looking for a past webinar that you attended or your co-worker recommended, including our past regulatory and compliance webinars?  Check out our webinar archives!

Webinars are free for member companies and $50.00 for non-members. If you have questions about membership, please call 202-367-1111.

 

June Webinars

Title: Book Dives for Asset Based Insurance

Presented By: JBC Companies

Date: Wednesday, June 22, 2016

Time: 2:00 - 2:30 PM EDT

Cost and Registration: Free for BISA members; $50.00 for non members (click here to register)

Book dives represent a special opportunity to create a win-win-win relationship between your valued client, the trusted representative, and the financial institution, as a strong deliverable that benefits all parties involved. 

Doing regular “book dives” is a great service to compliment the consumer seminars and in-force policy reviews you are already offering as a program or an advisor. It is also an effective way to discover new business among your existing client base and can be an added value proposition to distinguish yourself in the mind of your institution’s customers. 

In this webinar you will learn: 

• The 9 best practices for doing book dives for asset based insurance 
• The 3 most competitive products for qualified and nonqualified funds 
• The 2 simple questions you can ask clients about wealth transfer 


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