Join us for a dynamic lunchtime event with sweeping ocean views and a powerhouse lineup of speakers who are redefining strategies in wealth planning, retirement, and risk management. Set at the beautiful Ventana Grill in Pismo Beach, this luncheon is designed for financial and insurance professionals who want to elevate their practice and bring greater value to their clients.
Don’t miss this opportunity to:
Network with top professionals in the financial and insurance industries
Learn from seasoned experts with real-world experience
Enjoy lunch with a view at one of Pismo Beach’s most scenic coastal venues
Registration is required. Space is limited—reserve your seat today!
Estate Planning begins with income planning. Income planning cannot be done without an adequate disability estate 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 producers understand why disability insurance is so crucial.
Tom has written numerous articles and taught numerous programs on the subject of disability insurance and special risks. He has been a speaker to MDRT, NAIFA, NAHU and IDIS as well as numerous local and State associations. In addition, he has taught college financial programs at UCLA and CSUN.
Phil will provide an updated perspective on Long Term Care planning, focusing on how home equity can expand the market for Long Term Care insurance to millions of seniors.
Copyright © 2020 NAIFA-California
600 State Street, Suite A
Cedar Falls, IA 50613
Phone: 844-536-9339
Fax: 703-770-8224
info@naifacalifornia.org
