EXCLUSIVE WEBINAR SERIES

GET CASH WORKING: Strategies to Move Money Off the Sidelines

LIVE WEDNESDAY | JUL 17 | NOON ET | 🕒 60 mins

register now!

Today’s investors are holding record levels of cash. Money Markets have attracted inflows with total assets reaching all-time highs of over $6 trillion (more than double since 2020). 

You know cash comes at a cost, but do your clients understand the impact?  

We’re talking about the cost of lost opportunities (cash may be ‘king’… but not for long-term holdings). 

Join our webinar and get proven strategies to get cash off the sidelines, including bond alternatives and blended allocation strategies.  

Featured Presenter

Tim Gilfillan, CAS®
Regional Sales Director, Annuity Sales, Brokerage Channel, Lincoln Financial Distributors, Inc.

Tim partners with financial professionals and strategic partners marketing organizations to deliver solutions that help clients plan for and maintain their lifestyle in retirement. 

 

He holds FINRA Series 6, 63, 26, and state licenses. Tim currently holds his Certified Annuity Specialist (CAS®) designation and is currently pursuing his Chartered Financial Consultant (ChFC) designation. 

Claim Your Seat!

Don’t miss your chance to help clients expect the unexpected. 

What You'll Learn

  • Why now is the time to act with cash
  • Understanding growth with protection
  • Overcoming objections and positioning strategies to keep conversations simple.

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