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.