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Today

Retirement 101 Training

PTT Financial 410 E Harrison Ave., Harlingen, TX, United States

Join us for Retirement 101 Training with Colby Cox from Global America Financial Brokerage. This training will give you a solid foundation to better serve clients who are planning for retirement. This training will cover: Reviewing types of retirement plans IRA & Pension plans And more! Details: Date: February 28, 2023 Time: 2:00 p.m. - […]

Life/Annuity Bootcamp

PTT Financial 410 E Harrison Ave., Harlingen, TX, United States

Join us for a Life/Annuity Bootcamp Date: March 29, 2023?/A Time: 9:00 a.m. - 2:00 p.m. Location: PTT Financial Office - 401 E. Harrison, Harlingen Food: Breakfast and light lunch REGISTER HERE >

Cross-Selling with Final Expense Training

PTT Financial 410 E Harrison Ave., Harlingen, TX, United States

Join us for Cross-Selling with Final Expense Training with Colby Cox from Global America Financial Brokerage. Details: Date: August 9, 2023 Time: 9:00 a.m. - 12:00 p.m. Location: PTT Financial Office - 401 E. Harrison, Harlingen Food: Breakfast Equipment Needed: Please bring your laptop to the training REGISTER HERE>  

Life Insurance Training with GAF

PTT Financial 410 E Harrison Ave., Harlingen, TX, United States

Join us for Life Insurance Training with Colby Cox from Global America Financial Brokerage. Details: Date: November 7, 2023 Time: 9:00 a.m. - 2:00 p.m. Location: PTT Financial Office - 410 E. Harrison Ave. Harlingen Equipment Needed: Please bring your laptop to the training REGISTER HERE >

Final Expense Training

PTT Financial 410 E Harrison Ave., Harlingen, TX, United States

Join us for Final Expense training with Colby Cox from Global America Financial Brokerage. This training will cover: Cross selling Final Expense to Medicare beneficiaries What to say and what not to say How to story tell to sell Final Expense Final Expense product overview And more! Details: Date: January 24, 2024 Time: 9:00 a.m. […]