Financial Strategies

This training session is about walking a client through a process of using their discretionary cash flow to fund a convertible term policy and eventually convert it to a permanent IUL policy.  …

 
Learn how to use a powerful concept and simple tool to replace Qualified Plans from one of TriQuest’s top producers, Paul Luchau.
Paul does an incredible job sharing his conversation, tools …

Good Debt & Bad Debt — Wealth Accelerator

Steve Buller does an excellent job explaining how to use the TriQuest Wealth Accelerator program to educate your clients on how to categorize and optimize debt.


Mortgage is the finest real estate loan available if managed properly. Watch this training, and see the tools available to illustrate a Mortgage Master plan utilizing the Inte…

This webinar compares an IUL Modified Endowment to an Index Annuity, and why the IUL is a better choice.

 
Peter Lofgren from Allianz annouces how to structure and illustrate  a MEC policy.  This session follows the session I did on MEC training.  Peter is going to go over the advant…