Ready to elevate your reputation as a trusted financial guide—not just another insurance agent? At Ai Merchantry, our internal seminar support is designed to help you deliver high-value, professional financial education events that position you as a true advisor in your community.

We help agents and partners lead polished, compliant presentations on portfolio diversification, tax-free retirement planning, annuities, indexed universal life (IUL), long-term care, and legacy strategies—covering both protection and accumulation solutions.

Backed by our internal marketing and our CRM systems, we provide done-for-you event funnels, RSVP tracking, branded slide decks, and automated follow-up campaigns that convert interest into meaningful client relationships. These wealth-building workshops are ideal for both retirees and growth-focused families looking for real financial clarity—not sales pitches.

Let’s help you bring trusted financial guidance to the people who need it—ask us how to launch your next professional seminar.