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8 events found.

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  • October 2022

  • Thu 13

    “An Untapped Marketing Opportunity” Webinar

    October 13, 2022 @ 10:00 am - 10:30 am

    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. […]

  • Wed 19

    8th Annual Cross-Selling Event

    October 19, 2022 @ 3:15 pm - 6:00 pm
    The Federal 74 Tower Road, Waltham, MA

    Our 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 […]

  • November 2022

  • Wed 2

    “Tips and Tools on Effective Extended/LTC Marketing” Webinar

    November 2, 2022 @ 10:00 am - 10:30 am

    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

  • Wed 2

    “Current Trends in Wealth Transfer and Estate Planning” Lunch and Learn

    November 2, 2022 @ 11:45 am - 1:00 pm
    The Capital Grill - Burlington 10 Wayside Rd, Burlington, MA

    Please 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 […]

  • Wed 9

     “The Most Up-to-Date Industry News/Trends From the Expert” Webinar

    November 9, 2022 @ 10:00 am - 10:30 am

    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 […]

  • Wed 16

    “Underwriting – How to be an Effective Field Underwriter to Limit Declines” Webinar

    November 16, 2022 @ 10:00 am - 10:30 am

    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 […]

  • Tue 22

    “Linked Benefit Plans are Another Tool in your Tool Bag. Choose the Right One for the Job” Webinar

    November 22, 2022 @ 10:00 am - 10:30 am

    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 […]

  • May 2023

  • Tue 9

    20th Annual Success Summit

    May 9, 2023 @ 2:30 pm - 7:00 pm
    Pine Brook Country Club 42 Newton Street, Weston, MA, United States

    Click here to RSVP!   Join us at our 20th annual Success Summit! Click here to RSVP!

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