Mar 7, 2019 - Tales from the Insurance Company

Location: TBD

Speakers:

Florence Marino

Dianna Flannery

Estate win-win situations using life insurance investment products
Beneficiary designations – do and don’t – best practices – contingent beneficiaries

Topics: Beneficiary designations - do and don’t - best practices - contingent beneficiaries

Agenda:

5:30pm: Networking & Drinks
6:00pm: Dinner
6:45pm: Speaker
8:00pm: Adjournment

RSVP