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NAIFA October Twin Cities Member Meeting
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10/17/2018
When: Wednesday, October 17, 2018
10:30 am – 1:00 pm
Where: Midland Hills Country Club
2001 Fulham Street
St. Paul, MN  55113
United States
Contact: Member Services
(651) 366-6091


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Agenda

10:30 – 11:00 am  Networking & Registration
11:00 – 12:00 pm  Bob Cohen - Gotcha’s and Trap Doors of Life Insurance
12:00 – 01:00 pm  Lunch
12:00 – 01:00 pm  Todd Rooker: Cover Your Assets Radio Show

Hour 1: Gotcha’s & Trap Doors of Life Insurance by Bob Cohen, Tamar Fink Wealth Impact

Click HERE to read Bob Cohen’s bio.

Bob Cohen

Understand the “how’s” and “why’s” of policy underperformance and lapses. Peel back the layers of policies and observe how to best avoid lapses. Discuss how the placement of policies on a “non-best practices” basis, often leads to the disappointment of clients, anger of the beneficiaries and possibly, litigation.


Learning Objectives:

  1. Proper and improper policy funding
  2. Policy review ideas
  3. Understanding that a policy’s cost and its premium are often, not the same

Hour 2: Cover Your Assets Radio Show by Todd Rooker, Rooker Financial Consulting

Click HERE to read Todd Rooker’s bio.

Todd RookerSession Description Coming Soon!



Fees

Members: $35
Non-Members: $50

+$10 if registering at the door/the day of

CE Credits

Hour 1 has been submitted for 1 MN insurance CE credit and 1 CFP credit – credits are currently pending.


PCI Compliance: Do not email forms with credit card information. To protect your data and to comply with PCI standards, the office will not accept emailed credit card information.

Cancellation Policy: With written cancellation notice, received one week prior to the event, you will receive a refund, less a $10 processing fee. Cancellations the week of the event are non-refundable. Notice of cancellation must be faxed to the NAIFA-MN office. No-shows will not receive a refund.

Audio/Video Policy: Registration and attendance at, or participation at association events, constitutes an agreement by the registrant to association’s use and distribution of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities.

    National Association of Insurance and Financial Advisers of Minnesota

    1000 Westgate Drive, Suite 252, St. Paul, MN 55114
    Phone: (651) 366-6091 | Fax: (651) 290-2266
    Email: naifa@naifa-mn.org | Site Map

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