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Live Better Collateral

CLICK HERE to access folder with training materials

CLICK HERE to access folder with LB Financial Forms

CFP Presentations:

(Click here to listen to training video)

CFP ($450K)

CFP ($700K)

Screenshot 2025-02-24 at 4.44.39 PM.png

Click HERE to download PDF

Click HERE for live presentation link

CFP ($1M)

Click HERE to download PDF

Click HERE for live presentation link

Click HERE to download PDF

Click HERE for live presentation link

CFP ($1.8M)

Click HERE to download PDF

Click HERE for live presentation link

Realtor Presentations:

(Click here to listen to training video)

Realtor ($450K)

Realtor ($700K)

Screenshot 2025-02-25 at 4.44.02 PM.png

Click HERE to download PDF

Click HERE for live presentation link

Realtor ($1M)

Click HERE to download PDF

Click HERE for live presentation link

Click HERE to download PDF

Click HERE for live presentation link

Realtor ($1.8M)

Click HERE to download PDF

Click HERE for live presentation link

Fiduciary Presentations:

(Click here to listen to training video)

Screenshot 2025-02-24 at 4.48.23 PM.png

Fiduciary ($450K)

Click HERE to download PDF

Click HERE for live presentation link

Fiduciary ($1M)

Click HERE to download PDF

Click HERE for live presentation link

Fiduciary ($700K)

Click HERE to download PDF

Click HERE for live presentation link

Fiduciary ($1.8M)

Click HERE to download PDF

Click HERE for live presentation link

In-Home Care Presentations:

(Click here to listen to training video)

In-Home Care ($450K)

In-Home Care ($700K)

Screenshot 2025-02-24 at 4.47.05 PM.png

Click HERE to download PDF

Click HERE for live presentation link

In-Home Care ($1M)

Click HERE to download PDF

Click HERE for live presentation link

Click HERE to download PDF

Click HERE for live presentation link

In-Home Care ($1.8M)

Click HERE to download PDF

Click HERE for live presentation link

Mixed Healthcare Audience Presentations:

(Click here to listen to training video)

Mixed Heathcare ($450K)

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Click HERE to download PDF

Click HERE for live presentation link

Mixed Healthcare ($1M)

Click HERE to download PDF

Click HERE for live presentation link

Mixed Healthcare ($700K)

Click HERE to download PDF

Click HERE for live presentation link

Mixed Healthcare ($1.8M)

Click HERE to download PDF

Click HERE for live presentation link

Divorce Attorney Presentations:

(Click here to listen to training video)

Divorce Attorney ($450K)

Divorce Attorney ($700K)

Screenshot 2025-02-24 at 4.49.07 PM.png

Click HERE to download PDF

Click HERE for live presentation link

Divorce Attorney ($1M)

Click HERE to download PDF

Click HERE for live presentation link

Click HERE to download PDF

Click HERE for live presentation link

Divorce Attorney ($1.8M)

Click HERE to download PDF

Click HERE for live presentation link

Case Studies Presentation:

(Click here to listen to training video)

Screenshot 2025-02-24 at 4.46.19 PM.png

Case Studies

Click HERE to download PDF

Click HERE for live presentation link

Collateral By Territory Manager

Click on your image to be directed to individual collateral page. 

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