Exclusive Luncheon with Lakeview Financial
You are cordially invited to an exclusive luncheon hosted by One America, tailored specifically for esteemed life insurance agents like yourself.
This event promises to be an insightful gathering where we will delve into essential topics pertinent to our industry and explore strategies for success in the coming year.
Date: May 29, 2024
Time: 12:00p.m. to 2:00p.m. MST
Venue: Crave Kitchen and Bar | 165 E. Colchester Dr. Boise, ID 83616
RSVP NOW:
After registering, you will receive a confirmation email containing information about joining the webinar.
Agenda Highlights:
- Highlights from the Consumer Planning Study
- How OneAmerica’s ABLTC Solutions Appeal to Consumers
- OneAmerica by the Numbers (A review of what sold in 2023)
- Annuity Care Sales Ideas
- Asset Care Sales Ideas
- Telling the OneAmerica story through Ensight
- Next Steps – Having the Conversation / Planning for Care / Client Profile
This luncheon offers a unique opportunity to gain valuable insights, network with industry peers, and discover innovative approaches to serving our clients better.