Welcome to Product Training
This course covers the core financial products and services HBFS advisors need to confidently guide clients through their options.
What you’ll learn:
— Tax-advantaged wealth accumulation strategies
— Asset protection and qualified plan rollovers
— College education funding options
— Debt reduction and wealth growth planning
— Infinite banking and family banking strategies
— Insurance, living benefits, and final expense planning
— Estate and legacy planning fundamentals
— Indexed growth accounts (Roth IRA, SEP IRA, Traditional IRA)
— Mortgage protection strategies
— Business owner strategies and valuations
Complete each lesson at your own pace. New material will be added here as it becomes available.