Products
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All Courses, Financial Products
Senior Healthcare Direct | A Medicare Solution
CourseWe 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!
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All Courses
Leveraging Video & Social Media + NEW Social Bites Program
CourseLearn how to use short‑form video and social media to build trust, boost brand awareness, and drive engagement. This replay covers platforms, content ideas, tools, and a done‑for‑you option to help you get started faster.
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All Courses, Webinar Replays
Crump
CourseCrump 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.
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All Courses, Coaching
Better Client Connection, Dr. Meg Lurtz Keynote
CourseDr. Meg Lurtz discusses improving client connection as a leading global expert on the intersection between money, advice, and wellbeing.
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All Courses, Marketing
Frank Maselli: Seminar Marketing
CourseFrank Maselli was a keynote speaker for Chain-of-Secrets in October of 2025. His programs are inspirational, practical, and filled with engaging humor.
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All Courses, Technology, Compliance
Artificial Intelligence
CourseThis 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.