When

Friday March 10, 2017 from 11:30 AM to 1:00 PM PST
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Where

Maggiano's Little Italy (at Santana Row) 
3055 Olin Ave #1000
San Jose, CA 95128
 

 
Driving Directions 

Contact

Susan Adams 
Financial Planning Association of Silicon Valley 
877-808-2699 
execdirector@fpasv.org 
   

March 2017 Luncheon Meeting

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Long-term Care Planning – Where are We Now?

Speaker: Cindy Eisenhower, Long-Term Care Sales Professional

Meeting Description 

Join us to hear the “state of the long-term care planning industry”. Where is it now?  What are the options for your clients. What is suitable for your clients? What is coming and why? Are Hybrid policies the only answer left? What is happening with the California Partnership for long-term care? What is happening with the National Partnership for long-term care? Join us on March 10 where industry expert Cindy Eisenhower will share insight and bring you up to speed on all of the above.

1.5 hours CE available, pending approval by the CFP Board.

Speaker Biography

Cindy Eisenhower is a successful Long-Term Care sales professional. For the past year Cindy has owned and operated her own long-term care brokerage and worked legislatively with the State of California on long-term care legislative changes. Cindy works with Genworth, Transamerica, Assurity USA , LifeSecure, The Guardian, One America, Nationwide and Mutual of Omaha. Cindy previously represented John Hancock as a National Training Director. Prior to John Hancock she represented MetLife as the Director of Long Term Care for their Western Region where she increased sales in her territory by 277%. Prior to that she represented New York Life Insurance Company as their Pacific Zone Wholesaler for Long Term Care.

 Pricing and Registration

Advanced pricing is available through March 6th:                                                                                               FPA Members and First Time Visitors:  $40          Non-Members:  $60

After March 6th:
All Members and Non-members:  $60

Online Registration is open through Monday, March 6th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.

No refunds after 12:00 pm on Tuesday, March 7th.