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Certification Website: Aetna
Certification Website: Humana
Internet leads and direct mail programs to keep you in front of new prospects.
Top 10 Ways to Avoid Complaints
Top 10 Ways to Avoid Complaints
Why Don't Your Clients Refer with Duncan MacPherson of Pareto Systems
Advisors need to rebrand how they ask for referrals, so that they are aligned with stewardship not salesmanship.
Taxes Today, Taxes Tomorrow: How to Help Clients Use Tax Advantaged Solutions
This session will focus on the current tax environment today as it relates to personal income taxes and estate taxes. We will also discuss projected tax reform and where taxes may be headed in the future. Most importantly the session will cover how producers can help their clients utilize tax advantages strategies to protect and build wealth.
How to Help Your Clients Have a Safe and Successful Retirement
Join Steven Sommer, from Securian, to learn how to help clients accumulate tax-free income, prepay their retirement taxes and protect their assets against LTC expenses. Also, learn how Securian is uniquely qualified to support your needs with different strategies and products.
Craig Taylor, CLF, MA, DIA, CLTC®
With more than 25 years of experience in the insurance industry, both from a Carrier, and Agency Background, a Master’s Degree in Management and Leadership, and experience holding a Series 6, 63, 26 & 51 as well as his Chartered Leadership Fellow Designation and others.
Bill Kauffman, CLU®, ChFC®, LLIF, LUTCF®
As Vice President, Financial Solutions, Bill Kauffman, CLU®, ChFC®, LLIF, LUTCF®, leads sales and marketing for Senior Market Sales' Financial Solutions division, which includes annuities, life insurance and long-term care insurance. Under Bill’s direction, SMS has added a number of value-added programs to help agents and advisors grow their business, including Total Social Security®, Income ArchiTech®, Client Stream, Sales Forum and the SMS 360 business planning process.
With more than 21 years of experience in the insurance industry, a master’s degree in management and leadership, and Series 6, 63, 26 & 51 and many other designations, Craig is a great leader and asset to Senior Market Sales.
