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Il Fornaio

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18051 Von Karman Avenue
Irvine, CA 92612 United States
(949) 261-1444 https://www.ilfornaio.com/irvine

September 2018

Fall DI Workshop

September 26 @ 11:00 am - 1:00 pm
Il Fornaio, 18051 Von Karman Avenue
Irvine, CA 92612 United States
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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.

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October 2018

Annuities Lunch & Learn with One America

October 11 @ 12:00 pm - 1:30 pm
Il Fornaio, 18051 Von Karman Avenue
Irvine, CA 92612 United States
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Free

One of the greatest threats to a client’s income or accumulation plan is an extended health care event. With the cost ranging from $54K to $100K annually, clients risk being forced to liquidate equities at depreciated values, tap into annuities that were earmarked for lifetime income, or destroy their legacy values - but it's possible to hedge this risk by converting tax-deferred assets into tax-free distributions to help pay for the cost of care. We hope you can join CPS and OneAmerica for an educational workshop. We will explore the tax benefits to this concept, and discuss how to solve for your client’s potential LTC needs. Click HERE to get an instant confirmation or RSVP below.

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