June 15, 2023 Lunch and Learn
Registration deadline: June 9, 2023
Why Attend This Meeting?
You will learn/be refreshed on the key questions we should be asking during the discovery phase as well as what documents we should be asking for depending on how the client answers the questions.
Speakers at this session include:
Don Cooper: Principal - Don will discuss Business Planning and Executive Retention plans design options/strategies
Katie Lippincott: Principal - Katie will discuss Disibility Insurance, product design, individual and ER sponsored plans, etc
Bryan Tribble: Nationwide - Bryan will give a brief discussion on ERTC (Employee Retention Tax Credits)
Al Sorichetti: Nationwide - Al will wrap up the SJC 2022-2023 program, recapping what we saw this year through the program
"Small Business Survival"
Regional Vice President - Life
Don has over 35 years of experience in the life insurance industry working alongside financial advisors, producers, attorneys and CPAs in finding flexible insurance planning solutions for their clients. He has delivered many seminars and lectures to insurancelicensed advisors. And, he also has experience in working side by side with advisors and their clients on point-of-sale calls.
Don holds his Series 6 License as well as New York, New Jersey, and Connecticut state Life and Health Licenses. Don is a New York state certified continuing education (CE) Instructor and certified CPE instructor. He is a member of International Association of Financial Planners, and the National Association of Insurance and Financial Advisors (NAIFA).
Regional Vice President
Too often due to the nature of traditional group LTD, the owners, executives, and rainmakers of a company have the least comprehensive coverage. Katie partners with employee benefit professionals to design and implement supplemental income protection plans for their group clients so that their incomes and businesses are properly protected against the unpredictability of serious illness and injury.
Bryan Tribble, ChFC®, CLU®, ALHC®
Financial Planner - Legacy Planning
As a Financial Planner on the Legacy Planning team, Bryan works with Financial Advisors across the country to create comprehensive financial plans for farmers, ranchers and small business owners.
This meeting is offered ONLY in person.
Cost is $15 for members, $30 for non-members (a 50% reduction from last year!)
Cost is free for 1st time attendees (see Guest Policy below)
Location: Turning Point of Marlton, Marlton Square
300 Route 73 South, Marlton, NJ 08053 (map).
11:30 am - Lunch/Registration
12:00 pm - Meeting
1:30 pm - Adjournment
Guests are welcome to attend our meetings during the 2022-23 year with the following rules:
1st meeting attended (In Person or Virtual) — Cost is Free, Compliments of the Chapter. We welcome you!
Subsequent meetings attended (In Person or Virtual) -- Guest pays $30 non-member meeting registration fee at time of registration.
Guests/Non-members may join and become a member under one of 2 options (see a benefits comparison of both options):
Questions? Call us at 317-844-6268.