The Longevity Advisor Training Program

With Longevity and AI two of the key topics critical for tomorrow's successful financial professionals to master here is the solution that will take your practice to the next level.

  This 12 Week - 12 Module Self-Study Program (approved for NASAA 12 Hour IAR CE) transforms financial advising from the outdated (nearly 100 year old) model of retirement centered on 65, to Longevity Planning - impactful for all ages - reframing and redefining what it means to successfully age in the rapidly changing world of Longevity and AI.

For advisors who wish to develop their practice through growth and client engagement as never before across both sexes and generations. 

For advisors who recognize the future and want to embrace it through Longevity Planning and Ai.

This state of the art course includes instructional videos, worksheets and guided exercises.

For those with a commitment to excellence it offers an ROI >80 (based on a minimum of $20mm in Net New Assets).

$2500.00