High Potential Sales You May Be Walking Away From….
How well do you understand your sales approach and unique options in servicing blended, same-sex, and special needs households?
Join us on Wednesday, February 9th 12:00pm EST as we explore information, strategy, and underwriting best practices pertaining to same-sex, blended, and special needs households.
What’s On the Agenda
2022 Kickoff and Introduction
Lizzie Cappuzzo, 2022 WIN Co-Chair
Brittany Russo, 2022 WIN Co-Chair
Pam Blalock, WIN Executive Sponsor
Brittany Russo, 2022 WIN Co-Chair and Director, Independent Distribution
Ellen Lehmert, Advanced Planning Attorney
David Rae, CFP and AIF Partner of National Life Group
Kristen Cook, VP Chief Underwriter and Head of New Business for National Life Group