OMAK ‚Äď Two staff members from the Edward Jones office in Omak recently attended an advanced life insurance training at the firm‚Äôs Tempe campus in Phoenix, Ariz.
Financial Adviser Doug Sklar and Branch Office Administrator Krysta Hulse attended.
The two-day insurance partnership program is offered to branch teams that are among the firm‚Äôs most successful in helping clients work toward their long-term financial goals, said the company.
‚ÄúLife insurance is an important way investors can protect their families‚Äô financial security,‚ÄĚ said Sklar. ‚ÄúAt the insurance partnership program, we developed a better understanding of available insurance solutions to meet the individual needs of our clients.
‚ÄúKrysta and I also identified ways to provide clients with greater efficiency when processing insurance needs.:
‚ÄúAttending this training together has allowed us to strengthen our team approach to serving our clients‚Äô protection needs,‚ÄĚ said Hulse. ‚ÄúWith our new insights on efficiency and available resources, we are now even better equipped to deliver an ideal client experience to every client.‚ÄĚ