Hear from Eleanor Johnson, CPA, CLU, CGMA & National VP of Institutional Sales at John Hancock about how to create a common dialogue that motivates clients to incorporate life insurance into their planning, while at the same time revealing assets and future sales opportunities. Welcome to: The Conversation before the Conversation.
Tuesday, March 20 8:30 a.m. CDT CreativeOne Corporate Office
You’ll hear about:
How to create a common dialogue that motivates clients to incorporate life insurance into their planning.
Discussion of the three-bucket approach where assets can be divided into consumption, contingency, and custodial to reframe the conversation.
Real life examples of cases that were completed due to this planning approach.
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR THE GENERAL PUBLIC. CP-0160 – 2018/3/12