Career Enhancement Program (CEP)
CEP is a two-day training designed especially for independent insurance professionals.
Offered monthly in beautiful Panora, Iowa, this in-depth session gives you valuable information and resources you can use to take new solutions to your clients.
Plus! CEP registration is FREE to all independent insurance professionals who qualify to attend. In addition, complimentary meals, lodging, and transportation to and from the regional airport (Des Moines, IA) are provided.
Here is an overview of what you’ll gain by attending CEP. Click on the links below to learn more.
Receive detailed product training
Every CEP begins with a detailed product training. During this in-depth session, our knowledgeable associates and carrier representatives will walk you through today’s most competitive annuity, life, and long-term care products and concepts. You’ll also learn about:
- Innovative product applications.
- Carrier-approved consumer marketing materials.
- Case design resources and sales support.
Get OnTrak™
Bring your laptop computer with you to CEP. You'll receive hands-on training from experienced professionals so you can incorporate OnTrakTM into your own practice.
OnTrak™ is income analysis software that’s been designed to help your clients manage their post-retirement risks and estimate their retirement income. This easy-to-use software allows you to input your client’s data.
The data is used to produce a customized financial status report that you can use to help your client get on track, or remain on track, to meet his or her retirement income needs.
In addition to the value this innovative income analysis software can provide your clients, OnTrak™ may generate results for your firm including:
- Increased customer satisfaction.
- Improved client retention.
- Additional ways to present life insurance solutions.
- More referrals.
- Greater share in the growing retirement market.
Gather useful IRA updates and tax tools
Experienced outside tax professionals are made available to you
to provide you with tax tips, tools, and information about:
- Resources for advanced case design.
- Tax-reduction strategies.
- Wealth-transfer planning.
- Charitable planning.
- Life insurance.
Discover how to diversify your practice with life insurance concepts
Members of Brokers Life Marketing Group, LLCSM will walk you through life concepts you can use to help your clients:
- Reposition a portion of annuity assets to purchase a tax-efficient life insurance policy.
- Use life insurance to accumulate and access cash in retirement.
- Learn how they can save money and/or gain additional benefits through life insurance product innovation.
- Find out how they can receive COI reductions for maintaining a healthy lifestyle.
Registration details
CEP is open to independent insurance professionals. Please call 1-800-362-1097 for program dates, travel information, and to register. Or click here to download your registration packet.
Click here to register online now.
Contact information
For more information about the Career Enhancement Program, please call toll-free at 1-800-362-1097.
Click here for your one-page CEP flyer.
As an independent agent, you are responsible for the compliant, accurate and suitable use of this software. Please make sure that the use of this software is in compliance with your state law, applicable carrier rules and regulations, broker-dealer rules (if applicable), and within the authorizations of your license and/or registrations. You should seek legal advice on recommended disclosures or disclaimers for your particular circumstances in the states in which you do business. Brokers International, Ltd., is not responsible for any inaccuracies, errors or warranties of any kind. This software is developed and distributed by Cravens & Associates, LLC. |
