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Join Eleanor Johnson, CPA, CLU, CGMA of John Hancock for an educational breakfast meeting about how to better engage your clients in the life insurance narrative. She’ll show you how to:
- Create a common dialogue that motivates clients to incorporate life insurance into their planning
- Discuss the three bucket approach where assets can be divided into consumption, contingency, and custodial to reframe the conversation
- Provide real examples of cases that were completed due to this planning approach
(This class does NOT qualify for CE)
Earn 4 hours of KS/MO CE.
This class is FREE for brokers who have submitted business to Target Insurance Services, Inc. in the past 12 months and for their staff. The charge for all others is $40. Checks should be made payable to: Target Insurance. We will reimburse the cost of the class upon request and submission of a case within two months of the class date.