When:
August 22, 2017 @ 9:00 am – 1:00 pm
2017-08-22T09:00:00-04:00
2017-08-22T13:00:00-04:00
Where:
City Grill
384 East Ave
Rochester, NY 14607
USA
Contact:
Jon Dodd
972-870-6757
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Please RSVP by:

Friday, August 11th to Jon Dodd – (972) 870-6757 jonathan.m.dodd@hdvest.com


AGENDA

Topics include:
– Asset Protection +
– LIRP
– 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.

 

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