September - October 2022
coi success program
A Community of COI Relationship Masters
The COI Success Program is an exclusive training for all students of the COI Referral Training course. From insurance agents to financial planners, advisors, and RIAs – all of our students around the world are looking to learn the skills to develop successful partnerships with CPAs attorneys and other COIs. What about you?
During each 45 minute session, we will review a critical topic related to growing your business with COIs. Additionally, we will set time for ACTION! That’s right…let’s put these principles to work. Attend any or all sessions at your convenience.