Financial Strategies Training

This comprehensive course covers essential topics that will provide you with the practical skills needed to thrive in the world of finance.

  • The Financial Planning Process - Understanding the fundamentals, emphasis on goal-setting, assessment, and comprehensive planning.

  • Life Insurance - Exploring the types and significance of Life Insurance, covering risk management and its integration into financial strategies.

  • Retirement, Assets, and Investments - Discussing facts and information to be able to make solid decisions when it comes to these vital factors of financial stability.

    1. Financial Planning Step by Step

    2. Currence (Cash Flow Management)

    3. Case Study - Dusty Rhodes and Anna Prentice

    1. Life Insurance Products - Part I

    2. Life Insurance Products - Part II

    3. Life Insurance Strategies

    4. Illustrating IRA to Super Roth Conversion and Pension Max Using Whole Life Insurance

    5. Understanding and Illustrating a Super Roth

    1. Becoming your Own Banker - Part I

    2. Becoming your Own Banker - Part II

    3. Becoming your Own Banker by the Numbers - Part I

    4. Becoming your Own Banker by the Numbers - Part II

    1. Tax Now, Tax Later, Tax Never (Tax-free Retirement) - Part I

    2. Tax Now, Tax Later, Tax Never (Tax-free Retirement) - Part II

    3. Retirement Planning Strategies - Part I

    4. Retirement Planning Strategies - Part II

    5. Wealth Builder Cornerstones

    6. Retirement Services

    7. Case Study

    1. Basics of Annuities

    2. Annuity Strategies

    3. Annuities with SMS - Curtis Lueckenotto

    4. Annexus Athene BCA Training

    1. Asset-Care

    2. Asset-Care vs The Competition

    3. Asset-Care Sales Ideas

About this course

  • Free
  • 41 lessons
  • 55 hours of video content

FAQ

  • What does the financial planning process involve?

    A systematic approach to managing your money, here we set goals, assess current status, and create a comprehensive plan that will implement strategies for financial success.

  • How does life insurance fit into overall financial planning strategies?

    Life insurance is basically your financial safety net for the people you love most, ensuring their financial security in the event of the policy holder's death.

  • What are the key considerations in Retirement Planning and Investment decisions?

    Retirement goals, future expenses, understanding retirement accounts, and making diverse investments aligned with your risk appetite and financial objectives.

Instructor(s)

Founder and CEO Yanko Castro Ferto

Yanko Castro Ferto is an esteemed figure in the financial services industry, leveraging over two decades of expertise as a visionary leader, mentor, and industry influencer. As the CEO of QX Financial, Yanko spearheads a mission to redefine the paradigm of financial success through innovative strategies and unwavering commitment.

With an extensive background in life insurance and wealth management, Yanko's trailblazing approach has empowered countless agents, guiding them to unprecedented levels of success. His passion for education and mentorship led to the creation of high-impact training programs, designed to equip agents with the tools and knowledge essential for thriving in the competitive landscape of financial services.

Recognized for his strategic insights and transformative leadership, Yanko's vision extends beyond conventional boundaries, aiming to cultivate a community of empowered agents dedicated to enriching clients' lives and securing their financial futures.

Discover the best financial strategies, starting today

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