By: Jill Hartmann, Marketing Specialist

To help newly contracted financial professionals hit the ground running, 1847Financial introduced its inaugural Immersion training program—a seven-session series held over several weeks. This comprehensive training equips attendees with the knowledge and tools needed to confidently start doing business.

Reflecting on the program’s purpose and impact, Heather Nagengast, President of 1847Financial, shared:

Building a Strong Foundation
Immersion was a deep dive into the products, processes and resources that create a strong foundation for success. Each session equipped participants with knowledge they could immediately apply, including:

  · FP Spotlight: Testimonials from financial professionals who recently joined.
  · Life Insurance and Annuity Products: In-depth training on products and illustrations.
  · ACE: Online life insurance application for easy submissions.
  · New and Inforce Business: Best practices for submissions and ongoing policy tracking.
  · Advanced Sales: Approaches for complex client scenarios.
  · Total Rewards: Overview of available benefits and incentives.
  · Practice Development: 30-point assessment for identifying growth opportunities.
  · Marketing Resources: Tools to help build a personal brand and grow client relationships.
  · Leap Systems: Using Leap to boost client engagement.
  · Gateway: A central hub for essential online resources.
  · HTK Training: Topics like advisory services, fee-based planning, technology and more.

Featured Presenters
Streamside Wealth, a team made up of Jonathan Rains, MBA, CIMA, WMCP, Drew Babb, CFP and Bryce Hefner, CFP were featured presenters at Immersion. They shared insights into their remarkable success since joining 1847Financial in 2024. Emphasizing the strength of their partnership with the teams at 1847Financial and HTK, they commented:

Attendee Feedback

Building Relationships
One of the program’s strengths was the connections formed. Each session provided opportunities for interaction, allowing attendees to exchange ideas and create a support network within the 1847Financial community.

Looking Ahead
Based on the success of this inaugural series, we are excited to continue offering Immersion training, providing new financial professionals with the knowledge and resources they need to thrive at 1847Financial.

Thank you to our trainers, field leaders and especially to our new financial professionals for their dedication and enthusiasm. We look forward to seeing the growth and success that will unfold from this journey.

This is just one of the many ways 1847Financial sets financial professionals up for success. If you're ready to take the next step in your career, reach out to learn how we can help you build a thriving practice.

^{LEAP®, Leap-The Model for Financial Success™, The Leap Model™, Macro Manager™, Personal Macro Economics Process™, Wealth In Motion®, Protection, Savings, and Growth Model®, and Lifetime Economic Acceleration Process™ are trademarks and service marks of Leap Systems, LLC which is an independent affiliate of Penn Mutual Life Insurance Company (PML). HTK is a wholly owned subsidiary of PML. Trademarks belong to their respective owners.}

^{7374758RG_Nov26}