Join us for an informative discussion regarding how implementing insurance into your practice can help optimize your client’s retirement success.
Attendees will learn how the best advisors are using Riskalyze to attract and win new clients, drive practice efficiency and accelerate their growth rate, and help current clients visualize what you’ve been telling them for years.
Topics:
• What if you could offer your clients a product that can be compared to industry benchmarks and reduce the risk by 50%?
• Show your clients how to provide a guaranteed death benefit for loved ones without the hassle of life insurance.
• Understand what Long Term Care (or Extended Care) really looks like today and into the future for your clients.
• Learn specific strategies and solutions focused on the “New” Long Term Care tools and resources.
• Take away a proven 4-step process to engage in meaningful and productive client conversations.
Presenters:
• Scott Heinila, RICP®, CLTC® – Regional Director, Producers Choice Network
• Corrigan Kardatzke – External Sales Manager, Great American Insurance Group
• Madeline Nunnink – Advisor Consultant, Riskalyze
When:
Thursday, February 20, 2020
10:30 am to 1:00 pm
Where:
Sheraton Sonoma Wine Country Petaluma – Marina Overlook Room
745 Baywood Dr, Petaluma, CA 94954
Parking is complementary at the hotel. Lunch will be served.
SPACE IS VERY LIMITED. To register and secure your spot, please email Danielle Ramchandani at danieller@mailpcwest.com or call 888-838-0448.