Finance & Insurance

If you’re a financial or insurance advisor who is currently doing educational seminars, or you’d like to start doing them, but you don’t want to do all the work or take all the risk, thenyou’ve come to the right place.


We offer six different financial and insurance seminars:

Social Security

Teach attendees how to maximize social security benefits and understand different filing strategies for those who have not yet filed, or filed recently.

Taxes In Retirement

Educate on minimizing taxes in retirement for pre-retirees and those who are already retired.

Retirement Income Planning

Provide retirement planning tips and recommendations for those nearing retirement or who have just retired.

College Planning

Prepare students and their parents for college by teaching them how to save and potentially reduce college costs.

Estate Planning

Discuss how to protect estate assets and avoid unintended consequences.

Medicare

Deliver comprehensive and up-to-date information to help people prepare for Medicare.



By partnering with us, you’ll also receive free access to seminar mastermind Frank Maselli. Frank works with White Glove Workshops hosts to help them do the best possible seminars they can, and by doing so, to drive more business. Frank trains and coaches White Glove Workshops finance and insurance advisors to turn them into a powerful seminar force in the industry. He’ll help you convert the attendees we bring to your workshop into lifelong clients!



As a White Glove Workshops host, you will receive:

  • One-on-one coaching with Frank.


  • A seminar presentation review and critique. Record your workshop presentation and send it to Frank, and he will provide you with very detailed feedback to help you have a successful seminar.


  • Access to Frank’s exclusive toolbox with all his training materials.

Visit our Become A Host page to learn more about working with us.

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