it’s time to “bait the hook” as we all build that 2018 pipeline of new insurance cases, and some sales ideas from the business market and buy/sell agreements is a great place to start. Join AIN and Mutual of Omaha for a session focused on finding new sales.
One Session
Wednesday, February 28th
11:00 Pacific
Follow this link to Register for the Broadcast
The Q1 2018 24 Foundations Series kicks off with a session focused on a business basic: Buy/Sell Agreements. This is a super-timely session, as some of the changes to corporate rates and other changes in the recent tax reform bill could impact recommendations and decision making around agreement structure and policy ownership. Register today!
One Session
Tuesday, February 13th
11:00 Pacific
Follow this link to Register for the Broadcast
Agencies and producers alike frequently talk about the importance of funding a Buy-Sell Agreement. The question is if the business owner is actually listening? Based on Principal’s research, the answer is likely “No”. Join Peter Leo, JD, CLU, ChFC, LLIF, Advanced Solutions Director at Principal Financial to learn more about the agreement and funding gaps that exist and how Principal can help fill them.
Date and Time:
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Agencies and producers alike frequently talk about the importance of funding a Buy-Sell Agreement. The question is if the business owner is actually listening? Based on Principal’s research, the answer is likely “No”. Join Peter Leo, JD, CLU, ChFC, LLIF, Advanced Solutions Director at Principal Financial to learn more about the agreement and funding gaps that exist and how Principal can help fill them.
Date and Time:
Access Instructions:
Make a big hit with your business owner clients. Join AXA and lean about the triple threat business owners often face and how to help them plan for the future of their business.
Access Instructions:
Make a big hit with your business owner clients. Join AXA and lean about the triple threat business owners often face and how to help them plan for the future of their business.
Access Instructions: