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NAIFA-California Roadshow
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 Export to Your Calendar 6/22/2020 to 6/25/2020
When: June 22-25, 2020
Where: United States

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NAIFA-California Roadshow

 

NAIFA-California is going on the road! Same speakers, same program, four different locations. Register today for this NEW program, hear two phenomenal speakers, join in round table sales ideas and network with your peers around the state. Three CECs pending approval!

Roseville
June 22; 11 a.m.-2:30 p.m.

Paul Martin's American Grill
1455 Eureka Road
Roseville, CA 95661

Merced
June 23; 11-2:30 p.m.

String Italian Café
731 E. Yosemite Ave
Merced, CA 95340

Pismo Beach
June 24; 8-11:30 a.m.

Ventana Grill
2575 Price Street
Pismo Beach, CA 93449

San Diego
June 25; 10 a.m.-1:30 p.m.

THE LOT Liberty Station
2620 Truxtun Road
San Diego, CA 92106

Cost
Member: $65
Nonmember: $100

Take Your Business to the Next Level with Disability Insurance (1 CEC Pending)
Corey Anderson, DIA is a self proclaimed disability geek. He has made it his life long quest to inform, promote and put in-force Disability, Life and Long Term Care Insurance for the every-day person, while making it fun and enjoyable for not only the client, but for himself as well! Hear from former NAIFA YAT Leader of the Year, takeaways to take your practice to the next level and how Corey does it all with one product. 

Corey Anderson, DIA
Corey Anderson is the DI GEEK. He is the owner and founder of Disability Insurance Geek specializing in Disability Insurance. His primary focus is helping advisors and their clients with reviewing and implementing insurance plans. He is a passionate, energetic, experienced agent who brings a different perspective on this business to his clients. His placement ratio of clients submitted to underwriting continues to be over 95% year after year (industry average is 60%), and he is part agent on numerous individual (disability, long term care or life) insurance applications per year.

Corey has been a featured speaker at numerous industry meetings speaking on his favorite topic, disability insurance. He has co-authored and starred in one of NAIFA’s (National Association of Insurance & Financial Advisors) Programs in-a-box videos on Disability Insurance. Corey is a member of NAIFA-Minnesota, where he currently serves on the State Board as Vice President of Advocacy. 

 Life Insurance and the Financial Plan (2 CECs Pending)
Life insurance is an essential part of a solid financial plan. Unfortunately most of your clients don’t understand that it does more than just protect the family in the event of death, it protects the plan during life. Come discuss how to integrate life insurance into your clients’ financial plans and make their plans safer and better!

Ronald Lee, JD, CLU, ChFC, CAP
Prior to joining Mutual of Omaha, Ron Lee was in private practice in Omaha, Nebraska. His practice was primarily focused on the general practice of law. Ron’s current responsibilities include management of Advanced Markets support of all distribution channels. His chief focus is on business and tax planning and he is also involved in the preparation and presentation of training seminars.

Additionally, Ron heads the Brokerage Field Relations team. This team acts as a liaison between the home office and field partners in contracting and producer performance issues. Ron is a member of the Society of Financial Service Professionals, The Omaha Estate Planning Council, The Association for Advanced Life Underwriting and is the former Chair of LIMRA’s Advanced Sales Committee.

 

 

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