LSW Announces New Certification Schools for Agents Working in 403(b)
and 457 Slots!

To help agents navigate and be successful in today's 403(b) and 457 markets, LSW has developed a new program called LSW Certified. It is a mandatory certification program for all agents who work in LSW’s 403(b) and 457 slots. This new program provides comprehensive 403(b) and 457 product training, marketing strategies and suitability training. It is a “how to do business” course with LSW.

The LSW Certification class will take place from 9 a.m. to 5 p.m. You must attend the entire session to receive the certification. The cost to attend is $50 per person. This nominal fee will help pay for school material expense. Lunch also will be provided.

You must register in advance to attend. You will get materials that you must read before attending the meeting. LSW will soon send you information on how to register on-line.

The following are the topics we will cover:

  1. Selling 403(b) Plans in Today’s School Districts and Non-profit businesses
  2. Selling 457 Plans in School Districts, State and Local Government Entities and Tax-Exempt Employees
  3. Understanding Annuities and LSW’s 403(b)/457 Annuities and Riders
  4. Prospecting and Build a Marketing Plan
  5. Marketing Ideas for the New 403(b) World!
  6. Concepts and Solutions
  7. TRAK Software
  8. How to begin… Steps You Must Take To Work in a School District or Non-profit Organization.
  9. How to Stay in Schools: Annual Reviews, Suitability and Compliance
  10. The LSW Advantage

For more information, please contact Donna Kvapil
at 214-638-9184.

  

LSW Certification
School Dates

Here is the schedule for LSW's 403(b) and 457 Certification Schools. We will soon send you a link to register on-line for one of the schools.

June 29 - Dallas, Texas
Crowne Plaza Market Center

June 30 - San Antonio, Texas
Marriott Northwest

July 1 - Houston, Texas
Westin Galleria

July 13 - Fort Lauderdale, FL
Westin Beach Resort

July 14 - Orlando, FL
Renaissance Orlando Airport

July 15 - Jacksonville, FL
Hotel TBD

July 19 - Las Vegas, NV
Hotel TBD

July 20 - Los Angeles, CA
DoubleTree LA El Segundo

July 21 - Riverside, CA
The Mission Inn

July 22 - San Jose, CA
San Jose Sheraton

The cost to attend an LSW 403(b) and 457 Certification School is $50. Check must be made payable to LSW. Checks must be sent in advance of the school to:

Donna Kvapil
LSW 403(b) Coordinator
1300 West Mockingbird Lane
Dallas, Texas 75247

LSW will have a limited number of spots available at each hotel. Once the school is filled, then we will notify all field associates. We also will soon send out the registration instructions and hotel information.

LSW will sponsor additional schools in August, September, and October.


The Trusted Leader in the 403(b) Market!

Form No. 10275(0610)

FOR AGENT USE ONLY.