The Conversation before the Conversation: RSVP Today

Hear from Eleanor Johnson, CPA, CLU, CGMA & National VP of Institutional Sales at John Hancock about how to create a common dialogue that motivates clients to incorporate life insurance into their planning, while at the same time revealing assets and future sales opportunities. Welcome to: The Conversation before the Conversation.

Tuesday, March 20 8:30 a.m. CDT CreativeOne Corporate Office

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You’ll hear about:

  • How to create a common dialogue that motivates clients to incorporate life insurance into their planning.

  • Discussion of the three-bucket approach where assets can be divided into consumption, contingency, and custodial to reframe the conversation.

  • Real life examples of cases that were completed due to this planning approach.

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FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR THE GENERAL PUBLIC. CP-0160 – 2018/3/12

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