Silver Package
Find out below what I offer in my silver package
Everything from the Bronze package
Everything from the bronze package is inlcuded + much more
Access to my team
At least 1 hour per month of LSA-RR training. Access to Dave and team for individual case consultation (This is a little bit of a guess, as we would love to help you close deals. But we will see how much time we have available for this.
Retirement plan training
Live training and hands on assistance from Dave’s specialist on Ascensus platform and business. (Example: How start or service a 401k plan?)
More live training
Live training on the various tools from our partners at BlackRock, American Funds, and Jackson Annuities. Recorded for you to view anytime before they become outdated.
What people are saying
“Maybe you want to launch a business. Maybe you want to turn a hobby into something more.”
— Quote source