News and Updates
Showing results for: and wealth
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.
Tom graduated with a Bachelor’s degree in marketing and an MBA from Northwest Missouri State University. He got his start in insurance selling for a well-known health insurance company.
After 21 years working in retail management for a music chain, and having lived on both sides of the United States, Dan switched career paths and entered the insurance industry 18 years ago.
As Assistant Vice President, Director, Annuity and Institutional Sales, Chris uses his more than 15 years of experience in the business to offer value-added services that may be outside of clients’ normal scope of offerings, yet are integral parts of the retirement planning process.
As a New Business Coordinator, Melissa oversees the New Business – Med Solutions team, which processes Medicare Supplement, MA and PDP applications.
John started his insurance career 23 years ago while working for an employee benefits firm, where he started as a marketing consultant and eventually moved up to an account executive position.
Cigna HealthSrping Event Reporting Example Template 6 2017
Cigna HealthSrping Event Reporting Example Template 6 2017
SilverScript Sales Event Notification-Template 30 AUG 2017
SilverScript Sales Event Notification-Template 30 AUG 2017
Mutual of Omaha MACRA