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NAIFA Washington Symposium - Shared screen with speaker view
Ryan Jewell
01:50:31
Everyone is welcome to chime in via chat during this event, things you like, "ah'ha" moments etc
Morgan, AIF®Donald
01:51:05
Awesome truly great presentation
Aaron Hill
01:51:07
DCC! Daily Contact Commitment. Critical.
Ryan Jewell
01:51:20
"Fear disappears with gratitude"....amen to that
Morgan, AIF®Donald
01:51:55
SWSWSW
Jim Lusk
01:59:24
How about the "time Value of Money" on the Social Securtiy"
Ryan Jewell
01:59:40
We will take our first break here shortly and allow first sponsor to speak
Ryan Jewell
02:00:19
On deck is Mark Ingersoll, owner of WA Brokerage
Ryan Jewell
02:15:47
"Not what you got, but what you gave"....love it
Morgan, AIF®Donald
02:16:22
MAJOR APPLAUSE!!!!!
Alex Collins
02:16:38
thank you Joe! it’s so amazing to be built up and hear your wisdom!!
Alex Collins
02:19:59
Love you Jody!
Jenna Olson-Gebbie
02:26:07
Music requests?
Mark Rogers
02:26:49
Head boppin' from the 60-year old crowd..... ;-)
Ryan Jewell
02:27:36
Thank you Joe Jordan for joining us today!!
Peggy Lusk
02:28:35
Our Mother raised us that way!...
Ryan Jewell
02:37:14
"Not about closing the sale, but opening a relationship" Well said.
Jenna Olson-Gebbie
02:52:41
Did someone have their hand raised?
Ryan Jewell
02:52:43
Like Don, go ahead and post questions and/or "raise hand" to engage
Aaron Hill
02:53:38
The people business! Amen
Ryan Jewell
03:08:27
apratt@thesignatry.com
Ryan Jewell
03:08:45
Cell 425.417.9559
Ryan Jewell
03:08:49
Alan Pratt
Naomi DeMartini
03:09:02
Thank you!
Jody Lentz
03:09:58
Great info and wisdom Alan!! Thank you very much!
Aaron Hill
03:19:16
Peggy rockin' out
Aaron Hill
03:19:22
;->
Richard Miller
03:21:55
5x veteran of foreigner concerts!
David Bailey
03:22:44
Jenna has good taste in music.
David Bailey
03:33:44
When it comes to money, people ae their own worst enemy.
Karl Kuntz
03:33:56
Managing relationships vs. managing policies
David Bailey
03:38:29
7,000 divided by 52 divided by 5 equals 26.92 annual reviews/appointments per day. Wow.
Karl Kuntz
03:39:23
Dave- you read my mind; I was doing the same math..... ;-)
Karl Kuntz
03:47:42
Even if you're branded as a "P&C" business, you can still practice as a holistic risk management firm
Ryan Jewell
03:47:49
On deck we have Eric Burkhart from AssetMark for sponsorship!
Chris Wertenberger
03:47:52
Thank you Dave!!! I am a multiline agent and Love to hear these success stories.
Ryan Jewell
03:48:26
Thank you, Dave for sharing your story!
Karl Kuntz
03:51:34
Yeah-- we can't touch that.... Drake from State Farm.... ;-)
Jody Lentz
03:51:34
Thank you Dave and for sharing!
Naomi DeMartini
03:53:07
Thank you!
Alex Collins
03:53:22
thank you Dave!
Jenna Olson-Gebbie
03:57:20
Back at 11:50!
Peggy Lusk
03:57:20
Much better snow on this side of the state, Eric... :)
Chris Wertenberger
04:12:40
Do you have to opt out every year to keep from getting the taxation?
Peggy Lusk
04:13:02
No. It's a one-time opt out...
Chris Wertenberger
04:13:21
Thank you Peggy
Naomi DeMartini
04:18:42
Will you be sending these slides out?
Jenna Olson-Gebbie
04:18:53
Yes we will!
Peggy Lusk
04:19:22
Send me your email, and I'll provide additional information. peggy@W-LTC.com
Naomi DeMartini
04:19:41
jjinsure@whidbey.com
Naomi DeMartini
04:19:49
Thank you!
Peggy Lusk
04:24:38
www.washingtonlongtermcare.com www.theadvisorslounge.com
Mark Ingersoll
04:28:09
this is unclear. The ESD will probably not check. I have asked the insurance commissioner for clarification on this.
Mark Ingersoll
04:30:18
YOU can pay into the plan for 9 years and not be vested.
Chris Wertenberger
04:32:12
Can we send book keepers and accountants to the meetings?
Peggy Lusk
04:33:34
To the W-2 Employees meeting or the Advisor's meeting? We also have them for HR and Association leaders....
Jody Lentz
04:34:55
awesome info Jim & Peggy!! Thank you:-) Great program today! Thanks NAIFA WA!!
Richard Miller
04:35:14
Would like to know what the justification is for the LTC plan from the legislators standpoint, if its not sound financially, etc? probably a question for Mel Sorenson.
Naomi DeMartini
04:38:44
Thank you all!
Jean Jackson
04:40:07
Thank you!
Mark Ingersoll
04:40:34
Thanks!