UPCOMING EVENTS

70% of people older than 65 will require long-term care services at some point.
(U.S. Department of Health and Human Services) 
Special Guest Speaker
 
JAMES ROMERO

of OneAmerica! 
 

-Regional Marketing Director for The Care Solutions of OneAmerica


 

-Focus on annuity and life insurance-based long-term care options

MORNING REFRESHMENTS PROVIDED
You're invited to join us
Tuesday, September 15th at
9:00 AM!

We will have Guest Speaker
James Romero in the office!
You will learn:
How certain annuities can benefit from the Pension Protection Act and provide income tax free withdrawals for LTC
About products that issue all the way up to age 85
How to use qualified money to gain long-term care benefits
How to speak with your clients about a negative topic in a positive way
 
MEETING INFO:

 

Where
When
Dunhill Insurance
2341 5th Avenue
San Diego, CA 92101
Tuesday,
September 15th
at
9:00 AM
 
 
 

Are you walking past $millions?
 
Demand for financial advisors with retirement income planning expertise is high—and competition is heating up. Don’t be one of those Producers who unknowingly walk away from millions in untapped assets every year!
Join other Producers who achieve an additional $2–4 million in sales each year by attending Legacy’s Income Planning University. This one-day training provides you:
Essentials for becoming an income planning expert.
Imperative info on 2016 Social Security changes and pertinent sales strategies.
Practical tools and materials for running your meetings easily and successfully.
Clear and effective language for discussing client options.
Ability to access more client resources.
 
NEW 2016 SCHEDULE
Date Location
Thursday,
September 29
St. Louis, MO
Register Now
 
 
Dunhill Marketing & Insurance Services, Inc.
Marketing Department
(800) 659-1349 (David x 114), (Henry x 118), or (Dylan x 139)
 
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PAST EVENTS

2016

FEBRUARY

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Las Vegas Wealth Alliance Summit

February 25th and 26th, 2016

Sponsored by: Dunhill Insurance


2015

MAY

 

APRIL

WEBINAR | APRIL 23 | 10 AM PDT:

Business Planning Services - Principal & Dunhill Insurance


MARCH

Legacy Roadshow

lmgroadshowschedule.jpg

Time: 8:30 AM to Noon 
Local Time