Build a more client-centric retirement income practice

February 11 2014

by CreativeOne -

North American Company for Life and Health Insurance has launched an eight-part business-building program aimed at helping producers adjust to emergence of “Retirement 3.0.”

The boomer generation has refined “how to do” retirement, and it’s not a do-it-yourself project.

Over the next few months, North American is bringing together the top thought leaders in the retirement income planning space to provide valuable insights and best practices.

The first webinar session, “2014: Redefining Retirement Income Planning,” will be held Wednesday, February 19 at 3:30 p.m. CST. The 60-minute session will be presented by Francoise Gadenne, Chairman and Executive Director of the Retirement Industry Association. The presentation will deliver the latest training and research insights in the retirement income industry that will help you:

  • effectively identify more affluent prospects
  • understand what consumers are looking for from their insurance agents or advisors
  • learn best practices for “household income planning”

Attendees of the first session will also receive a complimentary white paper: “The New Look for Retirement – a Road Map to More Effective Communication.”

Space is limited, so register today for this complimentary webinar.

For more information, contact your CreativeOne sales team at 800.992.2642.

For Agent Use Only. Not for Use with the General Public. 13181 – 2014/2/7

The opinions and ideas expressed by outside speakers are their own. This information and presentation is for agent 
use only and cannot be used, in whole or part, with consumers. This information is educational and should not be viewed as providing tax or legal advice.

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