Training

Online Training

A Conversation and Q & A with Dr. Wade Pfau on Dec 1, 2020 11:00 AM CST. Click here to register.

The events listed below, require you to be WBC licensed. Click here to purchase a license.

WBC Intro Online Training
December 8 & 9
11:00 am – 2:00 pm Central each day
Tuition $399
Instructors: Marisa Menzel and Zach Morley
You must be WBC licensed to attend.
LIMITED TO 25 PEOPLE –  PURCHASE A LICENSE FOR WBC FIRST AND THEN YOU CAN REGISTER!
Training Description:

This course is designed for those who are new WBC licensees or those who don’t have much experience inputting data into the Pre-Retiree Cornerstones Blueprint and Pre-Retiree Cornerstones Calculator. It is ideal for those who are looking to gain hands on experience building sample pre-retiree cases.

This class will be taught by Marisa Menzel and Zach Morley who each have years of experience in teaching WBC. This class will be interactive and will provide time and instruction to build sample cases, in a small group setting limited to 25 people.

This event requires you to be WBC licensed. Click here to purchase a license.

WBC Advanced Online Training
January 20 & 21
11:00 am – 2:00 pm Central each day
Tuition $399
Instructors: Michael Seibert and Jason Goldstein
You must be WBC licensed to attend.
PURCHASE A LICENSE FOR WBC FIRST AND THEN YOU CAN REGISTER!
Training Description:

This is a fast-paced class, mainly focusing on Pre-Retiree case studies, more difficult cases, how to overcome objections, and much more! Prior attendance of a 2-day WBC training event is strongly encouraged. This course is designed to advance your expertise of the presentations and calculators included in the Wealth Building Cornerstones system. You will learn powerful nuances to the presentations, forms, supporting documentation and calculators.

This class will be taught by Michael Seibert and Jason Goldstein, both seasoned producers themselves, who have years of experience in WBC training. This is an interactive experience.

In Person

TBD

 

Easy-to-Follow Training & Presentations

Wealth Building Cornerstones was developed so financial professionals could get up and running very quickly on their own. Included in the licensee website are audio/video client presentations (you can start playing these for clients the day you become a licensee) and scripts as well as online video tutorials for the Pre-Retiree Cornerstones Calculator™, Pre-Retiree Cornerstones Blueprint™, and Retiree Cornerstones Blueprint™ and Calculator.

Whether working with Pre-Retirees or Retirees there is a step-by-step “Getting Started” guide that walks you through what to focus on initially which minimizes start up time.

WBC hosts webinars throughout the year on select topics that are then archived on the licensee website.

You can also attend WBC training events that help financial professionals get started and master their skills. These events are generally 2 days in length and are held throughout the year nationwide and at company home office locations. Upcoming nationwide events will be listed below as they are scheduled.