Corporate Consulting - What We Do

Here are just a few customized projects we've worked on recently:

• Customized online educational modules on investments, retirement planning, and health care financing.
• Executive leadership development programs.
• Introductory product training for home-office staff.
• Sales training for internal phone representatives.
• Online certification examinations to assess the effectiveness of in-house training.
• Web-based review sessions with our faculty.
• A live seminar to enhance the success of African-American advisors.
• A unique course on Women in Financial Services.
• Train-the-trainer programs for companies offering sales skills classes.
• Assessing a company's regional management structure and retention issues.
• Customized textbooks for company training.
• Company-specific white papers.

Choose From a Wide Range of Topics

Prospecting, Marketing, and Sales Skills
Ethics
Crisis Management
Women and Financial Services
Retirement Income Distributions
Business Insurance
Employee Benefits
Life Insurance
Long-Term Care Insurance
Financial, Estate Retirement, and Senior Planning
Income Taxation
And much more...

Meet a Wide Range of Business Goals

Fast-start sales training
New product launches
Management succession planning
Home-office learning and development
Niche market sales training
Organizational consulting

Select From Flexible Delivery Options

Live training sessions
Interactive online modules
Train-the-trainer programs
Webcasts and webinars
Teleconferences