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Tools of a Top of the Table Advisor(A Curation of Tools & Services by Real Wealth®)Jake Randall, CEO of TaxbotConnie Kadansky, President of Exceptional Sales PerformanceEvan Unzelman, President of Sterling Foundation Management, LLCParticipants: 588
Rating: 4.2
Social Security: BIG Changes & BIG OpportunitiesRobin Mueller & Tim Kiesling, Social Security Experts & SpeakersParticipants: 1,114
Rating: 4.8
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Charitable Planning Opportunities for the Middle ClassJim Silbernagel, 15+ Year MDRT Top of the Table QualifierParticipants: 957
Rating: 4.6
THRIVE During the Economic DownturnVan Mueller, 21+ Year MDRT Top of the Table QualifierParticipants: 1,172
Rating: 4.8
Close the Sale: Disability InsuranceCamille Snyder, DI SpecialistJason Mendelsohn, Cancer SurvivorParticipants: 748
Rating: 4.7
Tel: (877) 825-7579114 Main St. PO Box 445
Kewaskum, WI 53040MARKETING
Loved the tips on recognizing opportunities and how to di�erentiate yourself.
– David Malkin, Attendee
I learned good responses to objections. Now I will call it ”income protection”
instead of “disability income”.
– Brittany Somsen, Attendee
I now have a better understanding of Restricted Application.
– Daniel Watson, Attendee
Taxbot could be a game-changer for my agents. Everything you do is bene�cial.
– Ryan Paris, Attendee
Great to understand how taxes canhelp in selling Life Insurance.
– Fred Callahan, Attendee
