When:
March 21, 2018 @ 8:30 am CDT – 9:30 am CDT
2018-03-21T08:30:00-05:00
2018-03-21T09:30:00-05:00
Where:
Target Insurance Services
11020 Oakmont St
Overland Park, KS 66210
USA
Contact:
Alison Campbell
913-403-5810

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

 

 

Register now!

(This class does NOT qualify for CE)