Forum Let’s Chat – Life insurance Retirement Plan: How Members are Presenting This to Clients -Sponsored by OneAmerica
July 22 @ 11:00 am - 12:00 pm
Please join us for July’s Forum 400 Let’s Chat, on Wednesday July 22nd at 11am EST, with OneAmerica.
This will be an open discussion on how we are positioning our products to clients when the goal is to use the cash value as a retirement asset.
Primary Moderator: Gonzalo Garcia
Like the unmeetings, Forum 400 Let’s Chats are an open format discussion with the intention that the attendees will share their opinion on the topic. We would like to keep the meetings small so we all can hear from other members so if there are more than 11 people then we will have breakouts to keep the conversation engaging. Please come to share as that is why we are all part of Forum 400. Some of these topics are not always going to be the newest and greatest concept but we can all learn from our fellow members how they are running their business and presenting to clients.
If you are interested in membership in Forum 400, please contact forum400@finseca.org.
