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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

January 2018

Annuity Lunch & Learn with Lincoln Financial

January 18, 2018 @ 11:30 am - 1:30 pm UTC-8
Il Fornaio, 18051 Von Karman Avenue
Irvine, CA 92612 United States
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Lincoln Financial Group has always offered competitive products with a great reputation in the industry for stability and strength - 2018 is upon us and their product portfolio just got even stronger. Join CPS and Lincoln Financial Group for a lunch and learn meeting. With an improved income rider, new income strategies and tax efficient planning solutions - all packaged with a company your clients can feel confident in, this is a meeting you do not want to miss. Register today! RESERVE YOUR SEAT

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March 2018

Annuities Lunch & Learn with Athene

March 16, 2018 @ 12:00 pm - 1:30 pm UTC-8
Il Fornaio, 18051 Von Karman Avenue
Irvine, CA 92612 United States
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Free

Indexed annuities are rapidly evolving. Join us to learn how annuities are adapting to the marketplace and how volatility controlled strategies are driving growth in the fixed indexed annuity space. Plus, exclusive insights directly from Athene's VP Relationship Manager, Eric Lund, RICP, on their suite of indexing options - streamlined to earn clients superior returns without the risk. RSVP Below

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April 2018

Autumn DI Workshop: Increase Your Revenue For 2018

April 16, 2018 @ 11:00 am - 1:00 pm UTC-8
Il Fornaio, 18051 Von Karman Avenue
Irvine, CA 92612 United States
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More information coming soon!

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Employer Benefits Lunch & Learn

April 18, 2018 @ 11:30 am - 1:00 pm UTC-8
Il Fornaio, 18051 Von Karman Avenue
Irvine, CA 92612 United States
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Free

Join CPS Vice President of Retirement Plan Services, Jim Moore, as he discusses the changing 401(k) landscape, brought about by an increased focus on fiduciary liability, and DOL compliance. Don't miss out on this opportunity to learn about how you can turn this 'perfect storm' into increased sales opportunities. Click here or below to register.

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May 2018

Spring DI Workshop: Increase Your Revenue For 2018

May 16, 2018 @ 11:00 am - 1:00 pm UTC-8
Il Fornaio, 18051 Von Karman Avenue
Irvine, CA 92612 United States
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Featured Speakers: Jim Farden, Regional VP with Principal Financial Michael Prothe, National DI Sales Manager with Mutual of Omaha Tom Nicols, CPS Disability Income Sales & Marketing Manager The focus of this two hour CE workshop is to help you gain a stronger command of the Disability Income Planning process and enable you to confidently discuss Income Protection more effectively with your clients. Topics of Discussion: Disability Income Planning For Business Owners Disability Income Retirement Security Overcoming Objections Disability Income Product Designs Disability Income Planning from Start to Finish Lunch will be provided, please RSVP as seating is limited. Click here to register.

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June 2018

Annuities Lunch & Learn with Allianz

June 7, 2018 @ 12:00 pm - 1:30 pm UTC-8
Il Fornaio, 18051 Von Karman Avenue
Irvine, CA 92612 United States
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When searching for the best income for life rider, we tend to focus on the bonus or roll-up, and the first year of income exclusively—but are we being too narrowly focused? Clients (on average) will defer income for 5 years, when purchasing an income for life rider. Once they begin income, they’ll remain in the distribution phase for the next 20-25 years. What happens in the distribution phase can be just as important, if not more so than the deferral period. With a rising income stream from Allianz, we can solve for the distribution years in a very unique way… helping your clients to hedge the ever-increasing costs associated with a long retirement. Allianz’s rising income story has continued to be the top sold (FIA) annuity solution industry wide for the last 6 years - and running. Please join CPS and Allianz’s RVP Chad Weinhold, to learn exactly what makes their annuity solutions so unique. Space is limited - please click HERE to register.

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September 2018

Fall DI Workshop

September 26, 2018 @ 11:00 am - 1:00 pm UTC-8
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, 2018 @ 12:00 pm - 1:30 pm UTC-8
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 register or RSVP below.

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October 2019

2019 CPS DI Fall Workshop

October 9, 2019 @ 11:30 am - 1:30 pm UTC-8
Il Fornaio, 18051 Von Karman Avenue
Irvine, CA 92612 United States
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Gain a stronger command of the Disability Income Planning process and learn how to confidently discuss Income Protection more effectively with your clients.

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March 2022

Joint Lunch & Learn 🍴 Annuities + Life Insurance

March 8, 2022 @ 12:00 pm - 2:00 pm UTC-8
Il Fornaio, 18051 Von Karman Avenue
Irvine, CA 92612 United States

Join CPS, Great American and John Hancock for a joint presentation on Annuities and Life Insurance strategies!

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May 2022

2022 CPS Disability Income Spring Workshop 📚 Tuesday, May 24

May 24, 2022 @ 11:00 am - 1:00 pm UTC-8
Il Fornaio, 18051 Von Karman Avenue
Irvine, CA 92612 United States

Join us for lunch and gain a stronger command of the DI process!

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July 2022

Join us for an IUL Lunch & Learn 🍴

July 19, 2022 @ 12:00 pm - 2:00 pm UTC-8
Il Fornaio, 18051 Von Karman Avenue
Irvine, CA 92612 United States

Join us for lunch, and learn more about Accumulation IUL Planning!

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September 2022

2022 CPS Fall DI Workshop 💡

September 28, 2022 @ 12:00 pm - 2:00 pm UTC-8
Il Fornaio, 18051 Von Karman Avenue
Irvine, CA 92612 United States

Gain a stronger command of the Disability Income Planning process for Individuals and Businesses.

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