MetLife’s Advanced Markets team offers producers comprehensive guidance and tools when targeting affluent and business owner markets. Advanced Markets understands the real world challenges that must be met to win these cases in today’s intensely competitive markets. We offer producers a level of technical knowledge, training and support that can match or even exceed the competition.
Advanced Markets offers producers high impact training programs designed to support a range of experience levels, including standardized training delivery techniques, created by qualified learning design professionals.
Enterprise Financial Planning supports Financial Planners with Regional Directors and Managers to help guide them in building their practices. In addition, Financial Planners have access to professionals in the Case Consulting Unit at the Home Office. These individuals offer the highest quality of advice and work with Financial Planners to build customized plans using state-of-the-art planning tools, as well as providing data-gathering training, case preparation services and software interpretation. In addition, they partner with Financial Planners to recommend strategic planning solutions.
Enterprise Financial Planning provides training schools for Investment Advisor Representatives with the drive and ambition to grow their businesses by providing comprehensive and situational financial planning services to their clients. Ongoing training on how and why to charge financial planning fees and managing client expectations are all part of Enterprise Financial Planning’s philosophy.
MetDESK® is MetLife's Division of Estate planning for Special Kids. It extends MetLife's traditional commitment of public service to families with children of all ages, from infant to adult, with all types of disabilities.
Special needs planning can be very complex, therefore MetDESK offers extensive training and continuing education that is unparalleled in the industry. Our training sessions help MetDESK Specialists keep pace with the constant changes in federal and government benefit laws, future trends in special needs planning and innovations in special needs planning techniques.
Learn more about the Extensive Line of Products and Services we offer.