Enhance Your Advisor Relationships!
Are you looking to offer more than just great investment solutions to your advisors? Boomer Benefit Planning can partner with you to provide top quality, high demand educational content in your territory. We understand the increasing pressure placed on wholesalers to bring more to the relationship. Our Medicare and Social Security workshops are the perfect solution!.
Why Partner With Boomer Benefit Planning?
For more information, call 866.773.5134 or email info@boomerbenefitplanning.com.
Why Partner With Boomer Benefit Planning?
- Highly rated speaker who has presented to thousands of advisors, investors and other industry professionals.
- We understand your business and that of your clients.
- Support event requests including seminars, conference sessions, and employee education meetings.
- Provide CFP, CPA and IMCA CE credit to your advisor client base. (CE sponsorship pending)
- Offer content and support that will help your advisors better serve and grow their practice.
For more information, call 866.773.5134 or email info@boomerbenefitplanning.com.
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