Partners Advantage Features Advanced Training and “I-DIAs” from Curtis Cloke
January 28, 2015 by NAFA Staff
Advanced concepts to help address clients’ retirement income needs and tax challenges are a hallmark of the training and techniques utilized by financial services professional Curtis Cloke. Now he is bringing his special approach to product positioning and retirement strategies through a strategic alliance with Partners Advantage.
Cloke’s “I-DIAs” help financial professionals understand the special roles that Deferred Income Annuities, Single Premium Immediate Annuities and Fixed Indexed Annuities can play in helping clients develop more strategies to close their retirement income gap. Financial professionals are continuing to enter the program which provides advanced training to a select group throughout the country. Last year’s class of approximately 50 financial professionals learned techniques through ongoing training sessions with Tom Hegna and Anthony Morris.
This program is part of the Partners Advantage Academy which offersa variety of training and sales concepts to help financial professionals grow their practice. Cloke’s sessions will highlight the Advanced Coaching and Business Building program, which is complemented by additional sales training tracks including a weekly, live online training program at MySalesInsights.com. These programs which support the company’s “training and education first” philosophy are enhanced by its in-house specialty services – an underwriting team, compliance and suitability team and advanced markets consultants.
Curtis V. Cloke, CLTC, LUTCF, RICP®, is an international speaker author and trail-blazer on deferred income annuities (DIAs). He is the founder and developer of Thrive Income Distribution System, launched in 2009, which helps financial professionals and clients focus on strategies to create more retirement income. Cloke is also a key contributor to the curriculum of the Retirement Income Certified Professional (RICP®) program developed by The American College of Financial Planning were he serves as an adjunct instructor.
“Our program was developed in response to an important need that financial professionals have, which is to receive ongoing, professional coaching to continually build their business to new levels,” stated Partners Advantage President James Wong. “This is a key component in fulfilling our commitment to provide financial professionals with top shelf training, technology and service.”
For more information, contact Partners Advantage at 888-251-5525, Ext. 709.
About Partners Advantage I
nsurance Services
Partners Advantage Insurance Services, LLC, is a national insurance marketing organization with 70 associates located in offices across the country. The company’s Advantage Division is a one-stop brokerage for licensed agents and agencies throughout the United States who sell annuities and life insurance. The company’s Platinum and Premier Divisions work to enhance insurance marketing organizations and agencies throughout the country. For more information about Partners Advantage, visit www.partnersadvantage.com.
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This Advanced Coaching Program is designed to provide general information about the subject matters covered. It should be used with the understanding Partners Advantage is not rendering legal, accounting, or tax advice. Such services should be provided by the client’s own professional advisors.
