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NAIFA-California March Brown Bag Webinar
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3/28/2019
When: March 28, 2019
Noon-1 p.m.
Where: United States

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March Brown Bag Webinar
Annuity Sales in a Fiduciary Landscape: Using Annuities as Part of an Effective Retirement Strategy

Attendees to this webinar will benefit from insights in these key areas:
• Understand the various products and where/how they may fit in a retirement planning strategy.
• Identify Suitability concerns focused multiple factors and make appropriate recommendations.
• Focus on suitable replacement scenarios.
• Understand and effectively explain Fixed Indexed annuity and Income rider growth strategies.
• Attendees will receive annuity fact finders and point of sale material.

About Our Speaker
Peter Buechler, CFP, CLU, ChFC, FLMI, AAPA is owner of Cohesive Insurance Services (www.CohesiveInsurance.com), an annuity, long term care, disability income and life insurance wholesale agency. Previously, Pete was Regional Vice President for Annuity sales for a well known insurance carrier after having spent eight years as the Annuity Sales and Marketing Manager for a national wholesaler. Pete also brings extensive experience selling retail insurance products which helps him bring unique sales and marketing ideas focused on helping agents provide insurance based solutions for their clients. In conjunction to his commitment to assisting agents with their product solution needs, Pete also serves the industry as a National Committeeman and Past President for NAIFA-California. When not working, Pete enjoys spending time with family and friends camping and fishing throughout the California Sierra Nevada mountain range.

 

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