Advisor Advancement Academy

Senior Healthcare Direct | A Medicare Solution

We introduce a Medicare-focused partner that advisors can confidently refer clients to. If you’re looking for a simple, reliable handoff that enhances your client experience while protecting your relationship, this session is for you!

Crump

Course

Crump provides advanced sales support and case design, dedicated case processing, underwriting expertise, and access to a broad portfolio of competitive carriers and products - allowing advisors to confidently address complex protection needs.

Artificial Intelligence

Course

This course serves as an introduction to AI for our financial advisors. It teaches some AI fundamentals and best practices and should be used as a launching pad to learn more and begin utilizing AI tools with confidence.

Docupace Training

Course

Docupace is the e-processing platform for submitting paperwork for USA Financial Exchange and USA Financial Securities. This course provides an overview of the system and offers tips and guidance for using the platform most efficiently.

New Biz Trainings

Course

These videos provide training around the various tools and services used to submit new, maintenance, and add-on business to the New Business team. Please contact Melissa Carlon if there is a topic you would like to see addressed here.

Better Client Connection, Dr. Meg Lurtz Keynote

Course

Dr. Meg Lurtz discusses improving client connection as a leading global expert on the intersection between money, advice, and wellbeing.