Explore Customizable Programs for Organizations

Equips contact center advisors with essential skills in client service and business growth. It covers segmentation, call planning, branding, sales techniques, client communication, and relationship management through e-learning and practical applications.

Trains advisors to integrate insurance into financial plans. It covers risk management basics, client discovery, gap analysis, solution presentation, and annual review strategies to address clients' protection needs effectively.

Equips managers with advanced skills to drive team performance, covering coaching foundations, processes, expectations, analyses, discussions, and long-term growth strategies for sustainable improvement.

This course, led by Duane Lee, covers key trust types, trustee responsibilities, and relevant legislation. It's designed for trust officers, financial advisors, legal assistants, and aspiring trust professionals. Offers 2.5 hours of CE credit and includes sections on discretionary, delegated, and directed trusts, the Uniform Directed Trust Act, and Trust Protectors.

The Concepts and Analyses of Trust & Estate Planning Audio Series provides a 6.5-hour comprehensive overview of trust and estate planning. Led by Daniel A. Smith, this course enhances financial and legal professionals' knowledge and skills, empowering them to better serve clients and advance their careers. It covers property law, tax law, estate tax and GSTT, types of accounts and trusts, economics, and investment instruments.

If your organization seeks corporate trust education for the entire team, now is the perfect time to connect with our enterprise team to discuss your specific needs further.

This course explores the intersection of digital assets, life decisions, and legal considerations, providing professionals with the knowledge to navigate the complexities of managing digital assets in estate planning and wealth management.

Learn how to craft your unique value proposition and refine your personal branding message. Distinguish your services, articulate your value, and deliver impactful messages to attract and retain clients.