Training

At Family Defined Benefits, much of our training is relationship driven. We do not approach training with the traditional corporate mentality that rewards agents based on volume and numbers and shuns those who don’t produce per their yardsticks. Our approach with our reps is to help them embrace the wisdom, not the product. Our support and training methods are structured to prepare you to be a leader in the industry.

Through FDB, you will have direct access to leaders in the industry of legacy and generational planning. We use Wealth & Wisdom Institute, the frontrunner in this industry for twenty years, as the foundation of our communication and marketing training. We also offer support for contracting, case design and new business follow-up. All this will accelerate your success as a Generational Planning Specialist.