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News & Press: CalAdvisor Newsletter

CAC Breakout Sessions

Friday, April 1, 2016   (0 Comments)
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In addition to our inspiring main platform speakers, we have several breakout sessions lined up that will give you new ideas to take home and start implementing immediately! Sessions include: 

Leveraging Strategic Partnerships with Social Security Seminar
Donna Sinor, JD., CLU, ChFC, Kansas City Life Insurance Company; Kansas City, Mo.
Generating client referrals from other trusted professionals can help agents take their business to the next level of success. Conducting a Social Security seminar for their clients provides a unique value to prospective partners in a way that showcases how working with
you will enhance the relationships they have with their clients and help them achieve their own business goals.

Special Needs Planning & Special Needs Trusts
Barry Rosenfeld, CLU, CFC, CLAP; Bakersfield, Calif.
Working in this Social Responsible Market is a viable opportunity for many Financial Advisors. In this session you will learn how special needs trusts are funded, why the parents of special needs dhildren may need a special needs trust, how to create a special needs trust and if there a difference between a standard trust and a special needs trust. In addition, this session will cover what are the best methods to provide for a special needs child’s future financial security, recreational activities and medical care without placing unrealistic burdens on other family members. 

Uber Your Agency
Anthony Morris, International Speaker and Practice Development Coach; Toronto, Ontario 
In this session, learn how to use technology to break through prospect’s resistance to meet with you. Discover where to meet and how to befriend high and ultra-high net worth individuals. Equip yourself with the confident conversations you need to get client’s
“dialed in” to a much higher level of commitment and secure quality referrals
from each of them without delay. Leverage new concepts and campaigns to break
through to a new level of production performance. Learn to develop profitable
strategic alliance relationships by understanding how to help them get more of what THEY need.

Asset Conservation – Money In…Money Out? Preventing the Whirlpool Effect!
Thomas Petersen, MBA, RHU, Petersen International Underwriters; Valencia, Calif.
Business and Estate Planning begins with income planning. Assets are built from income. A severe disability can create a whirlpool effect in which the assets that have been built must be liquidated unless a lifeline has been attached using various forms of disability insurance. Partnerships, business empires and families all rely on cash flow to exist. Risk Assessment in Income planning (for both personal and business needs) cannot be done without an adequate disability program. Jump in bed and cover up your head and vow not to spend any more money! You cannot do it! Exploring the reasons why people should have disability insurance and armed with information and statistics will assist insurance professionals understand why disability insurance is so crucial! We will also explore numerous uses of disability insurance plans…Beyond the Traditional!

The Power of Zero
David McKnight, David McKnight & Company; Mequon, Wisc.
There is a huge freight train bearing down on America and it’s coming in the form of higher taxes.  Yet, most Americans continue to accumulate the vast majority of their savings in tax-deferred vehicles like 401(k)s and IRAs.  In this presentation, industry leader David McKnight discusses the perils of tax-deferred investing and explains how life insurance can help get your clients off the train tracks and into the 0 percent tax bracket by retirement.  Why is zero percent so powerful?  Because if tax rates double, two times zero is still zero!

The Innovator’s Edge: Insurance Sales in the 21st Century
Ryan Pinney, Pinney Insurance Center, Inc.; Roseville, Calif.
The competition for today's producers and agencies are greater than ever.  Recruiting and retaining top producers, key employees and your best clients is an ever increasing challenge.  Where is your edge? Learn what the most successful innovators are doing to accomplish more with less, including: 

•  What agency managers can do to help producers be more successful. 

•  How producers can spend more time in front of their best clients by leveraging new technologies and process improvements. 

•  Find out why some producers succeed when others are failing and what you can do to win.


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