Exclusively for Agents & Advisors Who Want to Grow their Business

NAIFA and American Senior Benefits invite agents and advisors to Unlock the Power of Referral Partnerships in northern California. We are #NAIFAproud to support this event alongside fellow NAIFA members Tom Morgan CLF and Joe Jordan, with special guest speaker, Billy R. Williams, Ph.D. This lunch & learn is a great opportunity for financial professionals to learn innovative strategies and proven tactics to drive success.

You Will Learn:

• Discover the secrets to building and maintaining effective business referral partnerships. This is not just another lecture. This is a 45-minute hands-on, step-by-step workshop designed to equip you with everything you need to succeed.
• How to leverage partnerships and increase revenue streams while cutting the cost and time of client acquisition costs.
• How and what to promote to your clients on the importance of a “Purpose Driven” Retirement

Topics Include:

• Unlock the Power of Referral Partnerships
• How to Capture Life Insurance Sales by Cross-Selling in Different Markets
• Purpose-Driven Retirement Planning

Who Should Attend:

• Financial Advisors
• Life Insurance Agents
• Wealth Management Advisors
• Medicare Agents
• Property & Casualty Agents

There is no cost to attend this event and lunch will be provided. Participation at each location is limited to 50.

Marriott Walnut Creek
2355 N Main St
Walnut Creek, CA 94596