Kelsey-Seybold Clinic – Main Campus

You’re invited! Join us in our Thursday Virtual Training: Intro to Annuities & FIA Fundamentals (6/19) Thurs, June 19 | 10 AM Via Zoom Thursday Virtual Training: Intro to Annuities & FIA Fundamentals (6/19) Topics: · Overview of Annuities landscape… SPIA, MYGA, FIA, VA · Benefits and where FIAs fit within a client’s financial portfolio · Principal protection, tax deferral, income protection · Indexing Methods… Cap, Spreads, Par Rate… how index investing works · Terminology and other key features · Taxation and IRS rules · Current Annuity Environment and revenue opportunity RSVP Link RSVP: https://my.philamagency.com/widget/form/vptzUzPgfBz8dwBNndQA Open to active agents. See you then! — PhilAm Agency

You’re invited! Join us in our Thursday Virtual Training: Sales Concepts and carrier specific Product Training (6/26) Thurs, June 26 | 10 AM Via Zoom Thursday Virtual Training: Sales Concepts and carrier specific Product Training (6/26) Topics: · Accumulation protection · Income protection · Legacy protection · FIA with LTC coverage RSVP Link RSVP: https://my.philamagency.com/widget/form/j7tN3VK5vxyLo6PMdnRe Open to active agents. See you then! — PhilAm Agency

  You’re invited! Join us in our Thursday Virtual Training: Sales & Communication Strategies (7/3) Thurs, July 3 | 10 AM Via Zoom Thursday Training: Sales & Communication Strategies (7/3) Topics: · Ideal Annuity Prospects · Identifying Client Objectives & uncovering annuity opportunities · Conversation starters & Fact Finding questions · Overcoming common objections · Explaining FIAs to clients · Comparing FIA to other Financial Products RSVP Link RSVP: https://my.philamagency.com/widget/form/X6bMdHmqYRensmaDJRFw Open to active agents. See you then! — PhilAm Agency

You’re invited! Join us in our Thursday Training: Getting set up to sell (7/10) Thurs, July 10 | 10 AM Via Zoom Thursday Training: Getting set up to sell (7/10) Topics: · Suitability Guidelines · Licensing Requirements: Life license, Annuity Best Interest, AML, ect. · Contracting: getting set up with carriers · Application walk through/ Firelight · Marketing Material & Sales tools RSVP Link RSVP: https://my.philamagency.com/widget/form/p7RTj5VR9ub93MgZgJzz Open to active agents. See you then! — PhilAm Agency

🎉 You’re invited! Join us for Client Appreciation Day with Soo Young Yoon! 📍 Location: PhilAm Insurance Office, 5700 NW Central Dr #250, Houston, TX📅 Choose your date: August 28 or 29⏰ Time: 11:00 AM Enjoy brunch, exciting raffles, and valuable benefit insights — our way of saying thank you for being part of the PhilAm community! 💙Have questions? Bring them along and get answers straight from Soo Young herself! 📝 RSVP Here:➡️ August 28: https://go.philaminsurance.com/widget/form/m2OWbr2xiRWvpygt98vF 📲 Need to update your RSVP? Text us at (832) 707-6202 #ClientAppreciation #PhilAmInsurance #HoustonEvents #CommunityCare #BrunchAndBenefits