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7 events found.

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  • October 2022

  • Wed 19
    October 19, 2022 @ 3:15 pm - 6:00 pm

    8th Annual Cross-Selling Event

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

    “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

  • Wed 2
    November 2, 2022 @ 11:45 am - 1:00 pm

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

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

     “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 […]

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

    “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 […]

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

    “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 […]

  • May 2023

  • Tue 9
    May 9, 2023 @ 2:30 pm - 7:00 pm

    20th Annual Success Summit

    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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