Webinar Replay: Accelerate Series | Power in Placeholders With Asset-Map Stencils
In this webinar, LiaJean McHenry (Sr. Training Manager) covered the ins and outs of Asset-Map Stencils. She went in-depth about how to use Stencils to help fuel ongoing client conversations, fill in gaps, and introduce new topics. Learn how to use Stencils to host collaborative meetings to uncover opportunities with clients.
In this webinar, LiaJean McHenry (Sr. Training Manager) covered the ins and outs of Asset-Map Stencils. She went in-depth about how to use Stencils to help fuel ongoing client conversations, fill in gaps, and introduce new topics. Learn how to use Stencils to host collaborative meetings to uncover opportunities with clients.
More Incoming

September 10, 2026
·
Financial Planning
Accelerate Series | Map the Gaps: A Deep Dive Into Using Asset-Map for Life Insurance Conversations
Learn more


.png)
%20(3).png)
