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Fall DI Workshop

September 26 @ 11:00 am - 1:00 pm UTC-8

Featured Speakers:

  • Jim Farden, Regional VP with Principal Financial
  • Robert Clark, Regional VP with Peterson International
  • David Everly, Western Regional Vice President with Assurity Life

The focus of this two hour CE workshop is to help you gain a stronger command of the Disability Income Planning & Critical Illness process and enable you to confidently discuss Income Protection more effectively with your clients.

Topics of Discussion:

  • Engaging your client about Income Protection
  • Marketing Income Protection to highly compensated clientele
  • Guaranteed Issue Opportunities
  • Overcoming basic objections
  • Packaging critical illness with health insurance
  • Critical illness marketing practices

Lunch will be provided, please RSVP as seating is limited – click HERE to register.

Details

Date:
September 26
Time:
11:00 am - 1:00 pm

Organizer

Tom Nicols
Phone:
(949) 225-7155
Email:
tnicols@cpsinsurance.com
Website:
www.cpsinsurance.com

Venue

Il Fornaio
18051 Von Karman Avenue
Irvine, CA 92612 United States
+ Google Map
Phone:
(949) 261-1444
Website:
https://www.ilfornaio.com/irvine