October 26, 2022
Join us for Breaking Barriers | What’s Your Exit Plan?
Join us for a session focused on YOU and your personal retirement strategy.
Sponsored by the Women’s Inclusion Network
You help clients build financial strategies for their own retirement, but what about you? Join us for a session focused on YOU and your personal retirement strategy, including:
- What happens to your clients and your book of business if something happens to you? We’ll hear from a top IMO about the strategy he used when his business partner passed away
- Transitioning your business – one of our Home Office representatives will discuss NL Group resources available to help you create a transition plan
- Need help determining how to handle your individual book of business in the future? We’ll hear from your peers.
Please note that we will only be focusing on fixed business; the information in this session doesn’t pertain to registered business.
November 9, 2022
12:00 p.m. EST
Hope to see you there!
Brittany, Lizzie, and the WIN Leadership Council
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