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NAIFA-California

Orange County Expert Share

Summit Home     Sponsorship    Register Now

INVEST IN YOURSELF.

January 26, 2023
11:00am - 2:00pm

 

$40 Members | $50 Non-Members | $300 Table of 8

Stages
578 E Dyer Rd
Santa Ana, CA 92705

 

johncaspeaker

The "One Thing" Strategy to Making 2023 Your Greatest Year Yet

John R. McLean, CFP
Wisdom From Dad, LLC
Founder & CEO

In this 30 minute experience, we'll apply the "One Thing" strategy to the 5 step process of building a wonderful life and business.

5 Steps:

1 - Understanding your life & business purpose

2 - Crafting a vision of the future that is clear & vivid and EXCITES you

3 - Selecting goals that make you stretch & taking ownership of them

4 - Execution on micro-habits that lead to big changes over time

5 - Reflection & Curiosity

LEARN MORE


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The Truth Behind Group Long Term Disability

Travis Christy
The Guardian Life Insurance Company of America
Regional Sales Manager, Individual Disability (1 CE)

This one-hour intermediate course is intended for insurance agents and brokers who are familiar with the fundamentals of disability insurance (DI). The course will take students through a case study intended to educate them on the inherit gaps and short falls of most group ltd plans.  Also emphasizing the possible negative impacts that this can have on their client.

The students will learn how to identify the shortcomings of group ltd plans and how to communicate these to their clients.

LEARN MORE


Register Here

 

Thank You, NAIFA-CA Sponsors!

 

Platinum Sponsor


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Thank You Sponsors!

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