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Elite Study Group
Thank you for taking the time to answer this short survey. Your responses will only be used to better prepare the group facilitators for the sessions. We look forward to seeing you soon!
Your Name
*
First
Last
Your Title
Professional Designations
Business Name
Number of years in the business
Email
*
Phone number
Specific area(s) of focus in your practice, if any
Estate Planning
Business Market
Retirement Planning
Women's Issues
Tax Planning
Other
Other
What are your biggest challenges as a financial professional?
Incorporating risk management discussions into my client conversations
Understanding how I can use life insurance as a post-retirement solution for my clients
Understanding how I can help my clients retain and reward employees
Understanding the long term care needs of my clients
Other
Other
What are you hoping to gain from your participation in this group??
General educational content
Finding opportunities for business development
Understanding how to prospect for clients
Learning how to work with clients and build relationships
Understanding how the potential tax changes will impact my clients
Understanding how to help my clients navigate the regulatory changes in the Long Term Care market
Understanding how to create unique tax efficient allocation strategies for my clients
Other
Other
Our Study group concludes with lunch on Friday, May 26th from 12-1:00pm PST. Do you plan to stay for lunch?
Yes, thanks!
No, I have to head home right at noon on Friday.
Would you like to schedule a Case Consultation Meeting for Friday, May 26?
Yes, please reach out to schedule a meeting for Friday, May 26
I would like to discuss a case prior to the ESG
No, not at this time
Private, 20-minute meeting can be scheduled the afternoon of Friday, May 26th to discuss case ideas and opportunities. We'll follow up individually with details and options.
Anything else you'd like us to know?
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