Service
Longevity Advisor Training Program
EXERCISE AND FITNESS
byInvestInU
United States (US)
ABOUT THE SERVICE
An accredited 12-module CE program (12 CE hours) designed for financial professionals to transition from a 20th-century retirement model to a client-first Longevity Planning framework. Reduces fiduciary risks under ERISA/UPIA compliance, drives 20%+ referral growth, and generates 80x ROI on $20MM+ in net new assets.
Information is owner-confirmed
Last updated 5 days ago
Price range