Timely Program from the Society of FSP Addresses Key Influences on Your Practice
February 10, 2017
Estate Planning Workshop – Sponsored by Peak Trust – San Diego
October 31, 2017
When:
July 26, 2018 @ 2:30 pm – 4:00 pm
2018-07-26T14:30:00-07:00
2018-07-26T16:00:00-07:00
Where:
The Southern California Institute
3636 Nobel Dr #450
San Diego, CA 92122
USA
Cost:
Free
Contact:
Shelley Lightfoot
858 200-1911

“Simply” Built to Partner – Partnering with Fiduciaries to Provide Policy Analytics; presented by Barry Waxler and Duwayne Kilbo, MBA, FLMI

Today’s financial landscape is more and more litigious. By partnering with estate attorneys and trust fiduciaries, we can not only change how life insurance is delivered but also help protect the fiduciary in the process. Life Insurance policies are an asset, but are not treated as such, until something goes wrong. The use of policy analytics provides answers before litigation rears its’ ugly head. Learn how to use social media to attract this burgeoning market.