topics for our session: - amazon s3 · web viewtopics for our session: fully insured defined...
TRANSCRIPT
Topics for Our Session:
Fully Insured Defined Benefit Plans Taxes Now – Taxes Later Understanding Indexed Universal Life Insurance
For Financial Professionals Only:
You are cordially invited to a seminar on
“Defined Benefit Planning / Understanding IUL”
THREE CE AND CPE CREDITS!
There is no cost for participants Choose one:
Thursday, October 27th 2016
Morning Session 9:00AM – 11:45AM - Registration opens at 8:30AM *Continental breakfast included*
ORAfternoon Session 1:30PM – 4:15PM - Registration opens at 1:00PM
*Refreshments Included*
SADDLE BROOK MARRIOTT138 New Pehle Ave
Saddle Brook, NJ 07663
PLEASE RSVP BY 10/20/2016: Kellie Wheeler 973-575-9000, [email protected]
Presented by: Primary Financial 100 Passaic Ave Suite 110 Fairfield, NJ 07004
Mary Read, CPC, QPANational Director of Pension and Protection Planning at Alliance Benefit Group-Pentegra.
Frequent speaker on qualified plans and contributor to industry publications
Helped over 10,000 individual business owners adopt efficient and effective plans.
Certified Pension Consultant (CPC) Qualified Plan Administrator (QPA)
Ryan BoothManaging Partner
Booth Brokerage, LLC
Ryan has spent the better part of the past 21 years in wholesale distribution owning, operating and managing his own multi-carrier Brokerage General Agency to high
end producers and agencies nationally. Ryan’s practice primarily emphasized protection planning,
utilizing traditional life, disability income, long-term care and annuity products.