2008 National Conference
Tuesday, May 20, 2008
7:00 a.m. - 7:30 a.m.
Breakfast
7:30 a.m. - 8:45 a.m.
Franklin Templeton
Scott Rogers - Vice President, Independent & Bank Division
"Delusions of Adequacy"
8:45 a.m. - 10:00 a.m.
Sun Life Financial Distributors, Inc.
Scott McIntyre - Regional Vice President
Paul Villanova
"Retirement Income Planning in the 21st Century"
10:00 a.m. - 11:30 a.m.
Founders Financial Insurance Network/John Hancock Life Insurance
Stacy A. Cota
Kristin O. Bulat - Associate Counsel - John Hancock Advanced Markets
"Unique Ideas for Financing Wealth Transfer Sales and the Use of Cross Endorsement Buy-Sell"
11:30 a.m. - 12:30 p.m.
Protective Life Insurance Company
Mary Grahovac, ACS - Regional Vice President - Indpendent Agent Distribution
Shirley S. Mitchell, ACS - AVP, Regional Training & Development - Independent Agent Distribution
"What's New At Protective Life - Product Overview"
12:30 p.m. - 1:30 p.m.
John Hancock Annuities
Chip Saltz - Regional Vice President
Douglas Ewing, JD, CFP - Special Markets Technical Advisor
"IRA Mistakes and Opportunities"
1:30 p.m. - 7:30 p.m.
On Your Own
8:00 p.m. Dine Around
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