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Keep Your Business Running
in a World of Social Distancing

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Watch the OnDemand Webinar Now

As a financial professional, you’re probably dealing with a lot of tough questions during these unprecedented times …

  • What should you be doing right now to survive this crisis?
  • How do you attract and close new sales when people are self-quarantining and social distancing?
  • How do you keep your current clients from leaving?
  • How can you come out of this crisis in a strong position to grow revenue when the economy bounces back?

You’re not alone in asking these questions, and that’s why Partners Advantage has put together a comprehensive Virtual Sales system to help you during this crisis.

Watch this OnDemand webinar where we’ll show you how to set up a virtual business to continue to support your clients. Your clients need you now more than ever before, and Partners Advantage provides access to the tools, templates, and technology that you can pick up and run with right out of the gate.

Complete the form to watch the webinar now.

Watch the OnDemand Webinar Now

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FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC.


This content is for informational and educational purposes, and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engages in (or refrains from) a particular course of action. Individual results may vary based on a financial professional's skill level and competence.

Partners Advantage Insurance Services and their representatives do not give tax or legal advice. Accordingly, any tax information provided is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. Encourage your clients to consult their tax advisor or attorney.

Financial Professionals should ensure they continue to follow the current policies on the use of any advertising, third-party materials and/or social media as required by their broker/dealer and registered investment advisor, if applicable, and the insurance carriers they represent.

Partners Advantage is not affiliated with any third-party or software vendors, nor do we guaranty the accuracy or quality of their services. Although we may promote and/or recommend the services offered by these companies, financial professionals are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker/dealer and Registered Investment Adviser, if applicable, and the insurance carriers they represent. Utilizing third-party vendors does not absolve a financial adviser from their fiduciary responsibilities to their clients. Program availability subject to change at any time and without notice.

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