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Presentations

Benefits Planning 101: What You Need to Know to Get to Retirement on Your Terms (0:00:00)
David Mandell, JD, MBA

Adding cash Services to an Insurance-Based Practice (0:12:00)
Jay A. Shorr, BA, MBM-C, CAC I-XVI

Tax Reduction 101: A Few Quick Tips to Consider in 2021 (0:33:00)
David Mandell, JD, MBA

How to Communicate with Patients to Close the Sale (0:48:00)
Jay A. Shorr, BA, MBM-C, CAC I-XVI

Website Marketing 5.0 - Creating a World Class, Industry Dominating Web Presence (1:02:00)
John Berry

Lead Generation and Your Sales Funnel: Making Your Marketing Efforts Worth Your Dollars (1:25:00)
Jay A. Shorr, BA, MBM-C, CAC I-XVI

Organized Social Media: Content Creation, Curation and Dissemination (1:41:00)
Jon Hoffenberg

Top 10 Pearls to Beat Your Competition: Online in 2021 (2:00:00)
Tara Leifer

Organized Social Media: Content Creation, Curation, and Dissemination (2:17:00)
Jon Hoffenberg