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New Parents

ClientAssist: Connections Made Easier [Video]

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ClientAssist: Connections Made Easier

ClientAssist is a free virtual office assistant for agents appointed with American Equity to help them stay engaged with their clients. Find out more about how to connect with your clients in one easy tool that offers video conferencing, document sharing, e-signature, and more.

Visit, https://www.american-equity.com/clientassist

Categories
New Parents

The Importance of Diversification [Video]

Join Matt & Jason to explore the importance of diversification of assets, with an overview of the solutions that EquiTrust Life Company offers, to create a solid base for your client. We will also discuss the importance of Roth IRA conversions in a rising tax environment.Don't miss your chance to ramp up your sales in 2021 with these fantastic uncapped strategies and cutting edge sales ideas!

Categories
New Parents

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