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Join Keith Wagner, Wealth Management Advisor at Northwestern Mutual, for a conversation on how he positions and sells permanent life insurance. Keith will break down how he introduces the concept to clients without it feeling like a hard sell, the objections he hears most often, and how he moves a client from "this makes sense" ... Read more |
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Jeri Turley is Managing Director at Winged Keel Group, where she's built a practice that goes well beyond the private placement life insurance (PPLI) reputation the firm is known for, running a split between PPLI and traditional insurance work. In this session, Jeri dives into where she's spending most of her time today: multi-life PPLI ... Read more |
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In this Conversations That Close session, we’ll preview key themes shaping today’s advanced markets conversations and how advisors can move discussions beyond transactions toward more holistic financial planning. Register for this session! Speakers: Amy Salo | Managing Partner at Forest Hills Financial Group Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca |
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