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May 2018 Luncheon & C.E.

May 16 @ 11:15 am - 1:00 pm
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Thinking About Disability Insurance? Guest Speaker Panel

11:15 am -1:00 pm

 Marcy S. Pruitt, DIA

Paul M. Sabol, CLU

Tom Trebes

Join us in a special panel for Disability Insurance Awareness Month!  Protect your clients, their business and learn how to treat hard-to-place cases!

The Panelists will discuss:

  • Providing peace of mind through individual disability insurance.  Help protect your client’s most valuable asset, – their ability to earn an income!  At least 51 million working adults in the US are without disability insurance other than the basic coverage available through Social Security.
  • Preserve their business interests and its’ continuity with disability buy-sell strategies, business overhead expense tools and more.
  • Dealing with risk which is hard to quantify or understand?  Learn how to pivot from carrier to carrier when you have special circumstances.

Our Panel of Experts will share case studies!


Guest luncheon




MONTHLY C.E. EVENT

WEDNESDAY, May 16 2018

1:15 PM -2:15 PM

“Non-Qualified Deferred Compensation” 
 MODERATOR:  Bill Cassidy, CLU, ChFC, LUTCF
   “The purpose of this course is to teach the agent about Non-Qualified Compensation Plans helping the student to learn the definition and concepts covering 401(k) s; 409A Plans, American Jobs Creation Act.  It includes identifying the challenges employers face in offering retirement plans, finding solutions to those challenges, comparing the features of 401(k) and 409A Plans; taxable investments.”

Registration Type




 

Details

Date: May 16
Time: 11:15 am - 1:00 pm

Venue

Venue Name: Starfire Golf Club
Address: 11500 N. Hayden Rd.
Scottsdale, AZ 85260 United States
Phone: (480) 948-6000

Organizer

Organizer Name: Mary Jane Farr
Phone: (602) 908-8094
Email: