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NAIFA-California February Brown Bag Webinar
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2/21/2019
When: February 21, 2019
Noon-1 p.m.
Where: United States
Contact: NAIFA-California
844-536-9339

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February Brown Bag Webinar

Protective Life’s Income Provider Option

Rethink the traditional lump-sum death benefit sale by stretching the distribution into beneficiary income streams using IPO:

  • Allows a combination of both lump-sum benefit and guaranteed income stream to better meet beneficiaries’ immediate and ongoing needs.
  • Client determines how the death benefit will be distributed, from 2 to 30 years.
  • Sales Concepts:
    • Simplified Needs Analysis & Power Close
    • Special-Needs Planning
    • Poor Man’s Trust

Nicholas Lines
Nicholas Lines is a Regional Vice President for Protective Life’s Southern California and Nevada Territories in the Life Brokerage Channel and a Registered Representative with ProEquities, Inc. He has spent the past six years with Protective Life and brings 15 years of experience in the financial services and insurance industry. In addition to his three years as an independent life agent, Nick previously worked in Manhattan at Credit Suisse in their Life Finance Group specializing in insurance-related strategies for high net worth individuals and at AIG as a wholesaler in the commercial insurance finance unit.

 

 

 

The Great Income Gap: Having a Meaningful Discussion about Extended Care Planning with Clients

This presentation will discuss the risk of not having a long term care plan, the cost, market opportunity and the two most important question to ask your customers.

Ken Herlihy
Ken Herlihy began in the insurance industry in 1984 with Fireman’s Fund, which later became, AMEX Life, GE Capital and presently Genworth. In 1986, he moved into LTC unit where he worked in various administrative roles, before joining the sales department, he then became a LTC Sales Manager. In 1992, he was promoted to RVP. In 1999, Ken joined Prudential to launch their individual LTC product as West Coast Marketing Director. He went back to Genworth in late 2000 to develop and lead the LTC Internal Sales Desk which he lead for three years before moving back into a field role as a LTC RVP covering BGA’s across the west coast.

 

 

 

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