Annual Subscription Services
Monthly Live Training
At least one hour per month. Recorded so you can watch it anytime. Dave discussing timely topics, philosophy, and sales strategies.
Annual and Mid Year Approved Letters (Deluxe Only)
Dave making his communications to his customers available to copy. They will be corporate approved, therefor you don’t have to go through that process.
Templates
Access to Dave’s templates he uses during appointments and annual reviews. Examples of this are sales proposals, dollar cost averaging spread sheets, and annual client review templates.
Dave's Method
Dave's method for helping his own kids learn about money and investments (his current customers seem to love this idea)
Access to My Team (Deluxe Only)
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 (Deluxe Only)
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 (Deluxe Only)
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 Recorded for you to view anytime before they become outdated.
Video Archive
Most of the live training is recorded and stored in the archives. Some of our partners do now allow their material to be recorded. The advantage of watching live is to be able to ask questions but all recordings will be available, including workshops.
Annual Subscription: $2,000
Access to everything live and recorded, Dave and his team, and all customer communication.
Annual Subscription: $1,000
Access to all live and recorded material and downloadable content. No live events or access to Dave or his team.
This material is approved for Registered Reps or Associated Persons of SFVPMC ONLY and may not be used with a public audience. Only Registered Reps or Associated Persons should be in attendance when Institutional material is presented.
The opinions expressed in this presentation and materials by the trainer are solely those of the trainer and not those of State Farm Mutual Automobile Insurance Company or any of its affiliates or State Farm Agents. State Farm Mutual Automobile Insurance Company does not endorse the trainer’s materials or presentation.
The opinions expressed in this session is based on opinions and material of Dave Christy Speaking, BlackRock and ____________ are not meant to be recommendations or opinions of State Farm. State Farm is not responsible for the accuracy of the information. The views presented are those of the presenter only.
Examples included in this session are for illustrative purposes only and not a guarantee of individual results or compensation.
No recording or re-use of the event or material other than with written consent from Dave Christy Speaking.
© Copyrights by Dave Christy Speaking. All Rights Reseved.