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September 2019

Join Us for a MoneyGuard Lunch Meeting

September 12, 2019 @ 12:00 pm - 1:00 pm
First American Insurance Underwriters, 460 Hillside Avenue
Needham, MA 02494 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 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 Brokerage Manager at 781.449.6800 or Derek Wakefield at  

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Webinar: Foreign National Guidelines and Enhancements

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 Meeting number: 740 105 771 JOIN BY PHONE Dial-In Number: (800) 230-1074 Confirmation Number: 471226  

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Webinar: Preparing for a Deferred Compensation Plan

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 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 position this offering as a value add in deferred comp plan sales To Participate: 888-804-6749 Conference ID: 1733733557 Lines are limited, so dial in early.…

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October 2019

Webinar: Principal Learning Network

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 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: 888-804-6749 Conference ID: 1733733557 Lines are limited, so dial in early.

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Webinar: Doing business has never been so easy

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 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.

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First American’s 7th Annual Cross-Selling Event

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

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November 2019

Webinar: Business Owner Retirement PLN

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 account the value of their business, their business transition plans, and their potential retirement income sources—to recommend solutions for any gaps or issues identified. To Participate: 888-804-6749 Conference ID: 1733733557

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Join Us for an Exclusive Summit Meeting with Principal Financial

November 14, 2019 @ 2:45 pm - 6:00 pm
The Federal, 74 Tower Road
Waltham, MA
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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 products and services that make their lives better? Don't miss this great chance  to hear about solutions and opportunities from across Principal’s lines of business — including life, disability, retirement, group benefits, executive benefits, and non-qualified deferred compensation. Click here for full details.  

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Webinar: Long-Term Care

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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Webinar: Introducing John Hancock Aspire

November 21, 2019 @ 1:00 pm - 1:30 pm

Learn about a new solution, John Hancock Aspire — the first and only life insurance for people living with diabetes  — by joining John Hancock for a short webinar. You’ll gain key insights, including: What is John Hancock Aspire? What is the sales opportunity in this market? How do I find sales leads? What tools and resources are available to support sales? Don't miss your chance to tap into this huge market. Click here to register!

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