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10 events found.

Events

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  • September 2019

  • Mon 9

    Webinar: Buy-Sell Planning

    Featured September 9, 2019 @ 11:30 am - 12:00 pm

    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 […]

  • Thu 12

    Join Us for a MoneyGuard Lunch Meeting

    Featured September 12, 2019 @ 12:00 pm - 1:00 pm
    First American Insurance Underwriters 460 Hillside Avenue, Needham, MA, United States

    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 […]

  • Thu 12

    Webinar: Foreign National Guidelines and Enhancements

    Featured September 12, 2019 @ 1:00 pm - 2:00 pm

    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: […]

  • Mon 16

    Webinar: Preparing for a Deferred Compensation Plan

    Featured September 16, 2019 @ 11:30 am - 12:00 pm

    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 […]

  • October 2019

  • Mon 7

    Webinar: Principal Learning Network

    Featured October 7, 2019 @ 11:30 am - 12:00 pm

    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 […]

  • Mon 21

    Webinar: Doing business has never been so easy

    Featured October 21, 2019 @ 11:30 am - 12:00 pm

    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 […]

  • Wed 30

    First American’s 7th Annual Cross-Selling Event

    Featured October 30, 2019 @ 8:00 am - 10:30 am
    Babson Executive Conference Center 1 Snyder Drive, Babson Park, Massachusetts

    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 […]

  • November 2019

  • Mon 4

    Webinar: Business Owner Retirement PLN

    Featured November 4, 2019 @ 11:30 am - 12:00 pm

    Do you have business owner clients who are counting on their business to provide the funding for their retirement? We’ll share how you can use our personalized analysis—which takes into […]

  • Thu 14

    Join Us for an Exclusive Summit Meeting with Principal Financial

    Featured November 14, 2019 @ 2:45 pm - 6:00 pm
    The Federal 74 Tower Road, Waltham, MA

    Open More Doors. Close More Sales. We know how important it is for you to continue growing your business. What better way to do that than by offering clients additional […]

  • Thu 21

    Webinar: Long-Term Care

    Featured November 21, 2019 @ 11:00 am - 11:30 am

    Join Securian's Shannon Pogreba, LTC Product Consultant for an informative Long-Term Care planning session. Click here to register today!

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