Mentorship Program

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Mentoring Program

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Events/Workshops

Each month Irving Katz and various strategic partners present

Wealth and Retirement Enhancing Workshops

to teach our clients innovative ways to prepare for their future and retirement. We show them how to better utilize their assets.

In today's financial environment learn a "safe" strategy that will bring you peace of mind!

For details about upcoming workshops Contact Irving

UCI Presentation

Click below to see the presentation at UCI on January 26, 2008

Click Here

As a Life & Qualifying Member of MDRT (Million Dollar Round Table) my vision is to enable others to achieve membership in the Premiere Organization of Financial Professionals. To accomplish this vision, I have devised a Mentoring Program to help others succeed at this high level.

The Katz Mentoring Program combines Doing & Coaching, because, doing or coaching alone, is not enough. Success needs both.

Learn more....See testimonials below

The Mentorship Program includes:

	Business Plan Development
	Visioning and Strategic Goal Setting
	Marketing Strategies
	Prospecting and Strategic Partnering
	Joint Field Work On Live Cases
	Case Design
	Seven Step Success Process
	Presentation Skills Including Seminar Selling
	Closing Skills
	Annual Reviews

If you are a new Mentorship applicant, click here to download the agreement

Testimonial

Irving Katz Mentorship Program took my Business to New Heights. Mr. Katz allowed me to learn by doing. He provided a personal program that was tailored around optimizing my strengths and strengthening my weaknesses. Irving provides recommendations and solutions for Marketing and expanding My Business by utilizing Seminars, New Marketing Initiatives and ongoing Client Management Training.

The network of Individuals involved with Katz Financial, LLC either through the mentorship program or through various partnerships is phenomenal, and provides for even greater Personal Business Success! I never knew joining the Irving Katz Mentorship Program would be such a life altering experience, but I am delighted I did and Grateful for Irving Katz.

Loranne Dirks, Financial Strategist, tailors solutions that are proven and successful as part of The Equity Alliance Matrix, Certified Missed Fortune Associate and The Missed Fortune Team of Irving Katz Financial. With her knowledge of wealth generation, retirement planning, life insurance, and annuities, Loranne provides a customized program to give each client the brightest possible financial future.

http://tinyurl.com/5qvgy7 - Tel# 310.339.5456