August Meeting

August 06, 2020
12:00 PM - 1:30 PM
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Piedmont Bistro
1265 S Cotner Blvd #38
Lincoln, NE 68510
 Directions

Diversified Brokerage Services and Principal Financial welcomes FSP to join us for a luncheon.

When:  Thursday Aug. 6th

Time: 12:00 to 1:30

Where:  Piedmont Bistro, 1265 S Cotner Blvd.   Lincoln NE

 

Title: Opportunities and Solutions for Businesses: During and After the Pandemic

 

Agenda:             

  • Back to Basics – Review of Protection Planning for Businesses (Key Person & Buy/Sell)
  • Where to go from here – As businesses make changes to benefits, how to pivot to more targeted plans
  • Sales Idea: Using COLI as a Buffer
  • Turning Business Value into Retirement Value
  • Policy Review
  • Fluidless and Accelerated Underwriting

 

Featured Speaker:  Dan Harty, MBA, CLU, ChFC, Business Solutions Specialist with Principal Financial

John Roe is a Field Relationship Manager with DBS

 

 

                                                                                                    

Tickets

$0.00 Member Ticket

$0.00 Guest Ticket