PAM Group Training

Join us on Tuesday, November 7 for the last of our monthly small-group training sessions on the Portal for Asset Management, a.k.a. PAM, with David Perkins of Luma Financial Technologies. PAM assists you in discovering the most suitable products for your clients through innovative data modeling, insights, and comparison features. It is also our annuity order entry system and a superior alternative to paper applications. Whether you join us one time or for multiple sessions, this training opportunity will help improve your proficiency with PAM and help streamline your overall annuity business.