Please RSVP by:
Friday, August 11th to Jon Dodd – (972) 870-6757 firstname.lastname@example.org
– Asset Protection +
– Business Succession Planning (CE)
– Life Insurance Review
* Lunch will be provided
An Invitation for You.
Millions of Americans are uninsured or underinsured and this is an opportunity for the industry.1 It’s also a tremendous opportunity for
you. As a selected advisor, please accept my personal invitation to attend a life insurance partnership session. In collaboration with your firm’s leadership, we’ve coordinated an
event that will help you to:
• Learn how life insurance can be implemented to execute on specific strategies.
• Identify specific clients from your book of business who may benefit from those strategies.
• Engage in dialogue about real-life cases.
• Realize the potential growth and value life insurance can bring to your practices and long-term client relationships.
• Gain a clear understanding of how you and I can develop a meaningful, profitable partnership.