Tuesday, February 9, 2021
Be ready to impress your clients with your next video call or web conference. Learn to maximize the growing video conferencing market, drive sales, and enhance client satisfaction. Join us at 11:00 am for ideas you may not have even considered. Click here to register.

For financial professionals, building a business is about networking and meeting new people. Is it any surprise that social media has become a mainstream way to stay top of mind and deepen relationships? Discover 4 key aspects to an effective social selling strategy in this brochure. 
For your millennial clients, it’s not too early to think about life insurance. It’s easier and less expensive than they may think. The sooner they start planning their long-term finances, the better. Click here for an infographic that you can take to them.

Insure your love month is a great time to start the life insurance conversation with new or existing clients to help them protect their loved ones and their futures. Here’s a video for you to share with your clients. 
Everyone gets annual medical checkups and biannual dental checkups. Why aren’t your clients giving their finances the same kind of "primary care?" Click here for tools to help them get back on track to meet their financial, career, and life goals.

Presidents’ Day Closing 
In honor of Presidents’ Day, we'll be closed on Monday, February 15, 2021. We'll resume normal business hours on Tuesday, February 16, 2021. Wishing you a safe holiday weekend!

460 Hillside Avenue Needham, MA 02494  
T 781.449.6800   [email protected]