Becky Swansburg from Stonewood Financial presents “How Could The 2024 Election Impact Your Retirement?”

This webinar is designed to drive appointments for Financial Advisors from their existing clients, prospects, and community. Becky also inform clients and prospects on the importance of tax management inside of their retirement accounts, which naturally leads to a discussion of Roth Conversion and the role IUL can play.

What you’ll get:

• A customized landing page with your company information, disclosure, and up to two featured advisors as co-presenters with Becky

• A customized automated webinar that runs daily from now until the end of the election, with your disclosures (if necessary) and a link to your automated calendar.

• Proven email and text message templates to invite your current clients and prospects

What you (or your office) will be responsible for:

1. Send us a link to your booking page. We recommend Calendly (Click here for our course on setting up Calendly)

2. Get the presentation and invite compliance-approved

3. Send Email/Text and Followup Email/Text (templates provided)

Note: This customized webinar is exclusively for Stonewood Financial software users. For more information on their software Click Here.

To preview this webinar, Click Here.