Organizer
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WIN
Breaking Barriers | High Potential Sales You May Be Walking Away From
How well do you understand your sales approach and unique options in servicing blended, same-sex, and special needs households?
Wednesday, February 9th, 12:00 noon EST
The days of the cookie cutter family structure are slimming as the modern household dynamic evolves. Are you equipped with the necessary expertise to service nuanced high potential sales opportunities within these sectors? Join us on February 9th as we explore information, strategy, and underwriting best practices pertaining to same-sex, blended, and special needs households.
What’s On the Agenda
2022 Kickoff and IntroductionLizzie Cappuzzo, 2022 WIN Co-ChairBrittany Russo, 2022 WIN Co-Chair Pam Blalock, WIN Executive Sponsor Panel Moderator Brittany Russo, 2022 WIN Co-Chair and Director, Independent DistributionDistinguished Panelists Ellen Lehmert, Advanced Planning Attorney David Rae, CFP and AIF Partner of National Life GroupKristen Cook, VP Chief Underwriter and Head of New Business for National Life Group
General Q&A and Wrap Up
