Watch - Working Virtually With Clients for the NON-Tech Savvy Advisor

Imagine doing 80% of your business virtually! That’s what Jennifer Mann, LUTCF, CLU, ChFC, CFP, Vice President of the Chicago office of Lenox Advisors and long-time MDRT member, does. This video presentation features Jennifer in conversation with Faisa Stafford, President and CEO of Life Happens, about how she has been able to build her business virtually, and how you can, too. Her tips are accessible to anyone—regardless of how tech savvy you are or aren’t. This is the right information at the right time!

This helpful webinar covers:

The mindset needed when meeting virtually
Managing phone meetings and reviewing documents
Web meetings, screen-sharing, audio and video
All the tech tips you need, plus a Q&A session

Watch the Webinar

This webinar is just one part of our Virtual Success Toolkit which is your new go-to for marketing resources to help you thrive during these trying circumstances.

The toolkit includes:

A free month of Life Happens Pro
News about current and upcoming webinars
Five tips for adjusting your social-media strategy
Four free inspirational and evergreen social media posts
Hand-picked resources including permanent life insurance and inspirational content

Get the Virtual Success Toolkit

Feel free to reach out to support@lifehappens.org for any questions or comments.

Life Happens is a nonprofit organization dedicated to helping consumers take personal financial responsibility through the ownership of life insurance and related products.
© 2020 Life Happens. All rights reserved.

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Arlington, VA 22209