Mike Sir, Disability Income Regional Vice President, Principal Financial, will shed some light on the small business market and provide tips on: Starting a conversation with current and new clients to identify their top priorities. Using our complimentary business planning services to uncover their potential needs. Meeting information Dial: 1-866-205-5379 Password: Insider Meeting number: 593 […]
Join us for a session with best-selling author, Tom Hegna, considered by many to be THE retirement income expert. Tom specializes in creating simple and powerful retirement solutions and has delivered over 5,000 seminars on his signature "Paychecks and Playchecks" retirement approach inspiring financial professionals to help Baby Boomers and seniors retire the "optimal" way. […]
Indexed UL is the hot product today. But we’ve heard many advisors and customers express concerns. They’ve told us IUL is too unrealistic, too risky, too complicated, and too much work. Join Steve Sabol, Competitive Market Solutions Creative Director, and other Lincoln indexed UL experts to take a deeper dive into the inner workings of […]
When working with business owners, it’s important to help them understand the need for a buy-sell arrangement. This webinar will share some of the best practices in buy-sell planning, including the importance of having the right design for the business owner’s needs. To Participate: 888-804-6749 Conference ID: 1733733557
Join us along with Glenn Usher from Lincoln Financial for a lunch meeting to discuss MoneyGuard’s enhanced underwriting program. Walk away with sales ideas and concepts to bring to your clients. Don’t miss it! Date: Thursday, September 12, 2019 Time: 12:00 PM - 1:00 PM Location: 460 Hillside Avenue Needham, MA To RSVP contact your […]
Join the leaders of Symetra’s underwriting and multicultural markets teams as they come together to review these important life insurance enhancements and sales opportunities. JOIN WEBEX MEETING https://symetra.webex.com/symetra/j.php?MTID=m7b93c211defdb9e29f0fbb0fb8fe1516 Meeting number: 740 105 771 JOIN BY PHONE Dial-In Number: (800) 230-1074 Confirmation Number: 471226
Preparing for a deferred comp plan review just got a little easier Gabriella Piedra, Director – Nonqualified Client Services Cami Brazelton – Assistant Marketing Director, Nonqualified Call objectives Understand your responsibilities in a deferred comp plan review Get a look at the new Nonqualified Deferred Comp Retirement Plan Executive Summary (NQ RPES) Learn how to […]
Year-end key employee benefit sales opportunities Call objectives Recognize key opportunities for business owners that still exist in 2019. Understand how nonqualified plans can be designed specifically for owners and key employees of C corporations and pass-through businesses. Learn how recent life product changes impact business and key employee solutions. Don't miss it! To Participate: […]
Principal® Life Online: Doing business has never been so easy Call objectives Learn what Principal Life Online is all about Understand the benefits it offers advisors, field office contacts, and clients Find out how easy it can be to get started To Participate: 888-804-6749 Conference ID: 1733733557 Lines are limited, so dial in early.
Join us at our 7th Annual Cross-Selling event! Your peers and experts from the Annuities, DI, and Long-Term Care fields will show you various cross-selling techniques that you can use in your practice today! Don't miss it. Click here for more information.