“Income Protection Sales Opportunities in the Market Today” Webinar
Use the link to register and attend.
10 events found.
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“What’s Hot in the Business Market” Lunch
The Capital Grille 250 Boylston St., Chestnut Hill, MA, United StatesPlease join us for lunch while you learn practical and implementable solutions for your business clients. 11:45 AM Registration, 12 PM Lunch & Discussion. GUEST SPEAKERS: Don Cooper of Principal Financial Group & Steven Patrizio of Symetra
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“An Untapped Marketing Opportunity” Webinar
We want to help you expand your business using Executive Carve-Out. This webinar will help your business owners who are urgently seeking advantages to recruit, reward, and retain top talent. Join our Specialist, Ed Stone for a 30-minute session on October 13 at 10 AM EST. In this session, you will learn: How the federal […]
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8th Annual Cross-Selling Event
The Federal 74 Tower Road, Waltham, MAOur 8th Annual Cross-Selling Event is happening on October 19th. Experts from the Annuity, DI, and Long-Term Care fields will discuss valuable cross-selling strategies that you can use today! 3:15 - 3:30 PM Registration | 3:30 - 5 PM Sessions | 5 - 6 PM Cocktails & Hors D ’Oeuvres
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“Tips and Tools on Effective Extended/LTC Marketing” Webinar
Speaker: Ed Stone, LTC Specialist at FAIU In this session, you will learn: How to use FAIU's LTC tools How to become a hero to your clients seeking extended care
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“Current Trends in Wealth Transfer and Estate Planning” Lunch and Learn
The Capital Grill - Burlington 10 Wayside Rd, Burlington, MAPlease join us for lunch while you learn practical and implementable solutions for your clients. GUEST SPEAKERS: Ana Canelos, Director of Marketing for Advanced Markets at John Hancock + David Doherty, CLU®, ChFC®, Advanced Sales Consultant with a focus on Trust Owned Life Insurance (TOLI) at Lincoln
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“The Most Up-to-Date Industry News/Trends From the Expert” Webinar
Speakers: Ed Stone, LTC Specialist at FAIU and Carroll Golden CLU, ChFC, CLTC, CASL, FLMI, Executive Director of NAIFA’s Limited and Extended Care Planning Center In this session, you will gain: Expert knowledge Solutions to current and future challenges in the industry
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“Underwriting – How to be an Effective Field Underwriter to Limit Declines” Webinar
In this session, you will learn: How to how to pre-qualify clients How to prepare these clients for a smooth underwriting process. Speakers: Ed Stone, LTC Specialist at FAIU and Mutual of Omaha's LTC Underwriting Team
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“Linked Benefit Plans are Another Tool in your Tool Bag. Choose the Right One for the Job” Webinar
In this session, you will learn: How to use linked benefit plans. How longer benefit periods can be a good a solution. Speakers: Ed Stone, LTC Specialist at FAIU and Kevin Fisher, Regional Sales Director at OneAmerica
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20th Annual Success Summit
Pine Brook Country Club 42 Newton Street, Weston, MA, United StatesClick here to RSVP! Join us at our 20th annual Success Summit! Click here to RSVP!