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8.5.21 - Gradient Success Stories: Putting the Tools To Use!


You’ve heard of the free tools that we have access to as Equis agents provided by Gradient such as the Color of Money Risk Analysis and Retirement By Design. You’ve seen the Gradient guys review the tools and reports on previous webinars. This week, SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, meet with National Manager & Platinum Elite Producer, Daniel McRae, and Sales Manager, Danny Favreau. Both agents have actually used the tools, and join to discuss what kind of success they have had, the feedback that they are receiving from their clients, how YOU can start using these tools, and WHY you should use them!

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