Tuesday, November 11, Time: Breakfast 7-9am (7-8am networking breakfast, presentation 8-9am)
Topic: Suitability - The Gold Standard of Care for Protection and Consumer Interest. The Benefits of fixed annuities... awareness and understanding of fixed annuities
Speaker: Kim O’Brien, CFP, MBA, President and CEO, NAFA
About the presentation: Agents will walk away with new energy and information about the features of fixed annuities and how the industry is behind the product and the agents selling the product.
Speaker bio:
Kim has over 30 years of experience in the insurance industry beginning as in 1981 as office manager for an insurance agency. In 2002 Kim developed and ran her own marketing organization and received the 2002 Entrepreneur Award from Sun Life. In between, Kim worked as a marketing executive for major insurance companies and was responsible for their annuity and term life insurance product line development, marketing, and training processes.