Managed Accounts Training

  • Sat, Apr 29, 2023 9:00 AM - 4:00 PM

  • Primerica Home Office

    1 Primerica Parkway
    Duluth, Georgia 30099
Ticket Price Free This event is now over
Description

Join us for managed accounts training from the best of the best within Primerica. This training will be held April 29th from 9-4 Eastern time at the Home Office in Duluth in the Dream Theater. This training is completely FREE!
 

You MUST be 65 licensed to attend. The training will be conducted by Lester Jones and several Managed Accounts Top Producers, including Bonnie Jardee, Rita Huckle, Brett Wooten, Paul Sherk and Nick Therrien. There will be no Wholesalers or Home Office staff presenting or attending. 
 

We will breakdown performance data across the Lifetime Platform, how to choose managers and how to blend them, and how to present to clients. Jordan Brown, VP of the managed accounts platform, will discuss the changes they are making to platform, including new design of client statements. 

Box lunch will be provided. You MUST be registered to attend. 

Please see the list of hotels that provide discounts for Primerica events.

 

The following hotels provide discount rates, but you must call to book your room:

  • Embassy Suites by Hilton Atlanta NE Gwinnett Sugarloaf
  • Courtyard on Satellite Blvd
  • Courtyard Downtown Duluth
Date & Time

Sat, Apr 29, 2023 9:00 AM - 4:00 PM

Venue Details

Primerica Home Office

1 Primerica Parkway
Duluth, Georgia 30099 Primerica Home Office
Lester Jones & Associates

Lester Jones has been in the investment industry for over 20 years. He takes what he has learned and used throughout his career and breaks it down into bite-size pieces assisting all sercurities students in understanding and applying the proven principles of the industry. He shares his unmatched gift 2-3 times per year at his ever-growing Advanced Securities Academy which consists of agents from all walks of life from all over the country.