08 April
Producer Cohort: Financial Literacy Month - Planting Seeds for Success

Description

April is Financial Literacy Month and we are focusing our producer calls on situations and cases that might prompt you to take Guardian off the shelf as a solution for your clients.

In this producer session we will focus on:

  1. Why Life Insurance Matters
  2. Guardian Marketplace Advantages with Guest Jo Cassidy
What is a Producer Cohort? A Producer Cohort is a focused, peer-based session designed to help advisors tackle common business challenges in today’s competitive market. We concentrate on three key areas:
  • Differentiation – standing out in a crowded marketplace
  • Procrastination – moving stalled or stale cases forward
  • Capacity – building scalable, efficient sales processes
Each session begins with a targeted topic and concludes with peer collaboration to share practical ideas and solutions.

Date and Time

Wed, April 08, 2026

10:00a - 11:00a CST

Location

Zoom link sent upon registration

PT1H

Event Registration

Will you be able to attend this event?

Have a Question?

Sam Duffey
Sam Duffey
Ashford Brokerage Director of Brokerage Sales
http://www.incomeisimportant.com (205) 843-9434

Stand out, build credibility, and close with confidence. I help advisors simplify income protection, explain benefits clearly, implement coverage efficiently, and differentiate themselves with clients through unique solutions and collaborative support.

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