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3 Mark Financial Blog

Webinar | Advisor Assisted Application

December 6, 2024

Watch the Legal & General webinar dated December 4 at 2:00 pm Central.

Join Gino Wang, Regional Vice President of Key Accounts, and Martie McLaughlin, Internal Account Manager, for an exclusive webinar on leveraging the Advisor Assisted Application to elevate your client service.

This innovative online tool allows advisors to collaborate with their clients, offering the option to partially or fully complete life insurance applications together.

This essential tool is particularly beneficial for complex business cases or for clients who prefer the additional support and expertise of their advisor during the application process.

Don’t miss this opportunity to streamline your process and enhance your client relationships.

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https://3mark.com/wp-content/uploads/3MarkDefaultImage.png 235 231 Russell Katz https://3mark.com/wp-content/uploads/3MARK-LO-FFhorizontal_updated_Version-1-300x61.png Russell Katz2024-12-06 09:05:052024-12-06 09:05:05Webinar | Advisor Assisted Application
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