ITS Estate Planning Basic Training
Commissions: on a $2,995 sale you will make $500. Plus be able to help the client with retirement planning when you do the financial review.
Check out this success story:
Step 1
Get Plugged In
1) First you need to sign the NDA on the Alliance Contracting Site
Go to
https://thealliancecontracting.com/home
to sign the NDA
Click on "Contracting Requests"
Click on "Integrated Trust Systems"
Step 2
Get Your ITS Agent Number
Click Here and follow the directions: https://arc.naaleads.com/connections/estate-planning
Step 3
Put the Training on Your Calendar
Weekly Training Thursdays @10 AM ET on zoom always at this link:
Step 4
Access the Training Videos
Here is the link:
Step 5
Step 6
How to Book a Seminar
Download the instructions here:
Supplemental Training Material Not On Alliance University
How to do the follow up appointment