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Tom Hegna & The IFW Present The Retirement Score Sales & Marketing Program
About This Webinar
The IFW Retirement Score Sales & Marketing Program is a truly connected experience between you and your prospects. Fueled with unmatched service and value to support your success!
Receive high-intent leads & appointments seeking their retirement score.
Utilize cutting-edge communications & callers that set appointments for you.
Engage prospects & generate referrals with world-class content & communications.
Access real-time 24/7 CRM dashboard access & manage your leads, appointments, activity, deals, and pipeline effortlessly.
Are you ready to elevate your practice and boost your business to new heights?
Agenda
- The Six-Step Sales Story with "Tom's Tips"
- Features & Benefits of The IFW Retirement Score Leads Program
- How To Learn More & Get Started w/ Special Pricing & Early Access
- Live Q & A
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Best -Selling Author, International Speaker & Economist
Tom Hegna has been featured in Forbes, Fox Business, Money Rate and numerous publications!
He is a former Vice President for New Your Life and a top producing Agent/Manager for MetLife.
Tom served 22 years in the US Army, 6 years on active duty and 16 years reserve.
He graduated with honors from North Dakota State University and currently resides in Arizona with his wife of 38 years and 4 children.
He is a former Vice President for New Your Life and a top producing Agent/Manager for MetLife.
Tom served 22 years in the US Army, 6 years on active duty and 16 years reserve.
He graduated with honors from North Dakota State University and currently resides in Arizona with his wife of 38 years and 4 children.
IFW Founder & CEO
Erik Sussman is the CEO and Founder of the IFW and brings over 26 years of financial services experience, success and insight to his role.At the age of 22 Erik entered the financial services industry after graduating from the University of Maryland.
He started his career in New York City as a junior financial professional and just two years later was promoted into sales management and started mentoring others. In 1998, at the age of 26, he became the youngest ever Executive Vice President, for an international financial services conglomerate, guiding the direction of the Southern California Region.
In 2006, Erik relocated to South Florida and went on to become CEO for two Fortune 500 financial services firms leading and mentoring hundreds of financial professionals for over 15 years.
Throughout his career Erik has won over 30 awards for his thought leadership, recruitment and development of financial professionals, and success at connecting financial professionals with consumers seeking financial guidance.
Erik is a Certified Financial Planner®, Chartered Financial Consultant® and Chartered Life Underwriter. Additionally, he is a Registered Investment Advisor and holds a B.S. from the University of Maryland, College Park. Erik has served as a Board member of Junior Achievement & Jewish Federation of Broward County. He currently lives in Fort Lauderdale, Florida, surrounded by close family, friends, and his pride and joy, his beautiful daughter, Olivia.
He started his career in New York City as a junior financial professional and just two years later was promoted into sales management and started mentoring others. In 1998, at the age of 26, he became the youngest ever Executive Vice President, for an international financial services conglomerate, guiding the direction of the Southern California Region.
In 2006, Erik relocated to South Florida and went on to become CEO for two Fortune 500 financial services firms leading and mentoring hundreds of financial professionals for over 15 years.
Throughout his career Erik has won over 30 awards for his thought leadership, recruitment and development of financial professionals, and success at connecting financial professionals with consumers seeking financial guidance.
Erik is a Certified Financial Planner®, Chartered Financial Consultant® and Chartered Life Underwriter. Additionally, he is a Registered Investment Advisor and holds a B.S. from the University of Maryland, College Park. Erik has served as a Board member of Junior Achievement & Jewish Federation of Broward County. He currently lives in Fort Lauderdale, Florida, surrounded by close family, friends, and his pride and joy, his beautiful daughter, Olivia.
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