We created the Heart Centered Planning series to assist agents and advisors to better manage stress, be healthier, stay positive, and be successful even in the most difficult times. The series is all about connecting with your clients on a deeper level. It’s about taking the ego out of the way you do business and putting more focus on others. These principles have changed many lives already, but don’t take our word for it. Try it out for yourself.
Read our guides to learn how to take your business to the next level and improve yourself in the process.
Click the links below to download.
Each edition of the Heart Centered Planning series is accompanied by a webinar that takes a deeper dive into the concepts discussed in the guides. These webinars feature The Annuity Consultants founder and CEO Stephani Lucus, along with a guest speaker. Click the webinar links below to watch.