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Client Identification/Transactionalizing the Sale
CapitasFinancial
363 views
MetLife leads the Capitas Professional Development Series Workshop on December 16-17th, 2009. The Capitas Professional Development Series is a series of two-day training pr...
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Stifel Nicolaus BOSS Platform: PART ONE
CapitasFinancial
425 views
Alan Koshner of Stifel Nicolaus speaks about the Buisness Owner Services and Solutions (BOSS) platform.
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Stifel Nicolaus BOSS Platform: PART TWO
CapitasFinancial
170 views
Alan Koshner of Stifel Nicolaus speaks about the Buisness Owner Services and Solutions (BOSS) platform.
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Registered Representatives -Obstacles to Selling Insurance (USBank)
CapitasFinancial
185 views
US Bank leads the Capitas Professional Development Series Workshop sponsored by Transamerica on October 27-28th, 2009. The Capitas Professional Development Series is a seri...
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Registered Representatives - Motivation to Sell Insurance (USBank)
CapitasFinancial
205 views
US Bank leads the Capitas Professional Development Series Workshop sponsored by Transamerica on October 27-28th, 2009. The Capitas Professional Development Series is a seri...
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Private Client Reserve - Motivation and Obstacles to Selling Insurance (USbank)
CapitasFinancial
168 views
US Bank leads the Capitas Professional Development Series Workshop sponsored by Transamerica on October 27-28th, 2009. The Capitas Professional Development Series is a seri...
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The Capitas Platinum Performance Challenge
CapitasFinancial
93 views
In an effort to accelerate positive sales momentum through the balance of 2009 and into next year, Capitas invites all AGAs to participate in the Platinum Performance Chall...
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Capitas Financial's Producer Center Training: Part 2
CapitasFinancial
81 views
Capitas Financial is pleased to introduce the newly integrated Capitas website/intranet! This newly improved site was built for Capitas Partners, AGAs & staff use. We have...
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Capitas Financial's Producer Center Training: Part 1
CapitasFinancial
58 views
Capitas Financial is pleased to introduce the newly integrated Capitas website/intranet! This newly improved site was built for Capitas Partners, AGAs & staff use. We have...
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Capitas Financial: Understanding the Customer
CapitasFinancial
150 views
Tom Nassiri leads the Capitas Professional Development Series Workshop sponsored by AVIVA on August 24-25th, 2009. The Capitas Professional Development Series is a series o...
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