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Please 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  

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 […]

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 - 3:30 PM Registration | 3:30 - 5 PM Sessions | 5 - 6 PM Cocktails & Hors D ’Oeuvres

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

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 Doherty, CLU®, ChFC®, Advanced Sales Consultant with a focus on Trust Owned Life Insurance (TOLI) at Lincoln

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

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

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

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