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FinIQ Training - Advanced Strategies w/Detailed Reporting

Thu, Aug 13

|

Online - Zoom Meeting

FinIQ Training - Advanced Strategies w/Detailed Reporting
FinIQ Training - Advanced Strategies w/Detailed Reporting

Time & Location

Aug 13, 2026, 4:00 PM – 5:00 PM EDT

Online - Zoom Meeting

Other dates

About the event

🚀 Session 1 | July 30 - The FinIQ Experience

Create memorable client conversations that build confidence and trust.


🎯 Session 2 | August 6 - DIME Needs Analysis

Identify protection gaps in minutes and make stronger recommendations.


💡 Session 3 | August 13 - Advanced FinIQ Strategies

Master comprehensive financial and wellness assessments, enhanced underwriting,

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