For the past few weeks I’ve been higlighting specific components of our March 11, 2010 meeting at the Woodland Hills Country Club. None will be more valuable than our Producer Panel featuring some of our top brokers from the past few years. These are agents, just like you, who have sucessfully integrated LTCi into their everyday insurance and financial planning practices. Here’s a preview of who you will be meeting and how their success can help you profit:
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Eric Jacoby, CFP, is a financial planner who has made long-term care planning a must for his clients. For the past ten years Eric has consistently been one of our most productive brokers. Eric has built his practice on networking with attorneys, CPAs and other financial planning professinals who value his expertise. No one gets away from Eric without hearing his sermon on the need for long-term care liquidity and how an unplanned for long-term care event can devestate even the most well conceived financial plan.
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Timothy Milaney, CPCU, CLU, CIC, RHU, ChFC, CORS, PWCA, was our top producer in 2008. His success is a result of one simple maxim; ask each and every client that if they have taken care of their long-term care planning. If not, insist that they sit down and discuss it. Tim’s “One Responsible Source” business philosophy drives his desire to help his clients properly manage the financial risks they face.
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Mary Lou Reid, CFP & John Celantano are a financial planning tag-team who have been integrating long-term care insurance into their clients’ portfolios for more than twenty years. John and Mary Lou have been industry leaders utilizing linked product solutions and have placed more than $25 million in asset based life and annuity long-term care combos. Their insights will help you build the confidence you need to succeed in this fast growing segment of the long-term care insurance marketplace.
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Janet Madrigal, has come out of nowhere to become our fast-start wiz in 2010. An insurance professional with varied and broad experience, Janet has made a serious committment to include long-term care insurance in each of her clients’ portfolios. We fully expect Janet to be in our top five for 2010.
What do all of these successful LTCi producers have in common? They walk the walk and talk the talk! They’ve included long-term care insurance into their day to day discussion of risk and financial planning and candidly, they don’t take “no” for an answer. I’m also pleased to report that most use a number of the simplified sales tools that we’ve develped throughout the years to help make long-term care insurance simple to explain and understand.
And there’s an added bonus when you join us on March 11th; during our Producer Panel, you’ll be able to partake in some great wines and enjoy gourmet chocolate from Tifa Chocolate in Agoura Hills. Learning how to sell long-term care insurance doesn’t get much better than this!
CLICK HERE to read more about our Producer Panel and the rest of our top-flight presenters for our March 11th meeting.
REGISTER TODAY and take advantage of our early bird pricing. Space is filling quickly. You won’t want to miss this opportunity to get the competitive edge in all things long-term care insurance related.