OneAmerica is hosting a Lunch & Learn to assist you with your Extended Care Planning. This is a great way to jump start 2022!
Join us for a 90 minute Lunch & Learn at Lakeside Tavern ! We will discuss the following topics during our time together:
How to engage your clients in an Extended Care Planning conversationMarketing tips and ideasOverview of the Extended Care Planning RoadmapWe will discuss three client profiles - you probably have clients that look like these profiles in your book of business.Pension Protection Act and Non-Qualified Annuities And much more!The Lunch & Learn will assist you in jump starting your business into 2022.
We look forward to seeing you there. Feel free to share this with a friend or colleague. Space is limited so please reserve your space now!
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