Everyone is welcome to chime in via chat during this event, things you like, "ah'ha" moments etc
Awesome truly great presentation
DCC! Daily Contact Commitment. Critical.
"Fear disappears with gratitude"....amen to that
How about the "time Value of Money" on the Social Securtiy"
We will take our first break here shortly and allow first sponsor to speak
On deck is Mark Ingersoll, owner of WA Brokerage
"Not what you got, but what you gave"....love it
thank you Joe! it’s so amazing to be built up and hear your wisdom!!
Love you Jody!
Head boppin' from the 60-year old crowd..... ;-)
Thank you Joe Jordan for joining us today!!
Our Mother raised us that way!...
"Not about closing the sale, but opening a relationship" Well said.
Did someone have their hand raised?
Like Don, go ahead and post questions and/or "raise hand" to engage
The people business! Amen
Great info and wisdom Alan!! Thank you very much!
Peggy rockin' out
5x veteran of foreigner concerts!
Jenna has good taste in music.
When it comes to money, people ae their own worst enemy.
Managing relationships vs. managing policies
7,000 divided by 52 divided by 5 equals 26.92 annual reviews/appointments per day. Wow.
Dave- you read my mind; I was doing the same math..... ;-)
Even if you're branded as a "P&C" business, you can still practice as a holistic risk management firm
On deck we have Eric Burkhart from AssetMark for sponsorship!
Thank you Dave!!! I am a multiline agent and Love to hear these success stories.
Thank you, Dave for sharing your story!
Yeah-- we can't touch that.... Drake from State Farm.... ;-)
Thank you Dave and for sharing!
thank you Dave!
Back at 11:50!
Much better snow on this side of the state, Eric... :)
Do you have to opt out every year to keep from getting the taxation?
No. It's a one-time opt out...
Thank you Peggy
Will you be sending these slides out?
Yes we will!
Send me your email, and I'll provide additional information. peggy@W-LTC.com
this is unclear. The ESD will probably not check. I have asked the insurance commissioner for clarification on this.
YOU can pay into the plan for 9 years and not be vested.
Can we send book keepers and accountants to the meetings?
To the W-2 Employees meeting or the Advisor's meeting? We also have them for HR and Association leaders....
awesome info Jim & Peggy!! Thank you:-) Great program today! Thanks NAIFA WA!!
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.
Thank you all!