Patricia Pattison
NAIFA Fort Worth
817-492-0637
pattison@flash.net
Martin Gore, PhD, CLU, ChSNC
Life Brokerage Manager, Guardian Life Insurance Company
619-213-4034
Martin_Gore@glic.com
Join us on November 17th for our Annual Professionals Day!
Presented by
Event will offer 4 X 1hr of CE classes for Life Insurance Professionals and CPAs (CPE) from 10am to 2pm including lunch and then an optional tour of the facility immediately following the last class.
SCHEDULE of CLASSES
10am - Scott Dial, DIA; “Beyond the Monthly Benefit; Understanding Value Added Product Features of DI Policies” Ins CE + CPE
11am – Phil Moroneso, MSFS, CLU, ChFC, AEP; “Generation Skipping Tax Strategies in Estate Planning” Ins CE Only
Noon – Martin Gore, PhD, CLU, ChSNC; “Accelerated Benefit Riders on Life Insurance Policies” Ins CE + CPE
1pm - Martin Gore, PhD, CLU, ChSNC; “Define Benefit Planning Using Life Insurance” Ins CE + CPE
Please note, topics and speaker are subject to change. As far we are aware, none of these classes have been presented in the DFW area in the last 2 years.
CLICK HERE to see a PREVIEW Video of the facility.
Member Registration Fee--$60.00
(Must be a member of WIFS, NAIFA, Society of FSP--ANY Chapter or Local.)
$80.00 after Friday, November 11, 2016
Guest Registration Fee--$80.00
$100.00 after Friday, November 11, 2016
PLEASE NOTE: Space is limited to the first 80 PAID Registrations. There will be NO TICKET sales done at the door. Due to security, a list of attendees must be presented to the facility in advance.
Available Sponsorships
Optional Fees