Advanced Classes & Onsite Training

Our advanced classes & seminars are recorded & available
for you to view at any TransGlobal office.

Contact your assigned Sales Support for more details.

  1. Foreign National/ FATCA CRS

  2. Product Design/ Basic Product Comparison

  3. Q&A/ Common Objections

  4. 8 Ways to Sell

  5. How to Get Started / Prospect List

  6. 5 Step Closing / Client Presentation

  7. Advanced Underwriting

  8. Business Insurance

  9. Individual Tax: Personal Tax Information

  10. Individual Tax: Investment, Gift and Tax

  11. Corporate Tax

  12. Estate Planning & Trust

  13. Charitable Planning/ Donor Advised Fund

  14. Family Office & Wealth Management

  15. Private Lending

  16. Pension Plans