[WEBINAR] Three Needs – One Policy from OneAmerica
Wednesday 05/03/2023 at 1:00 pm - 2:00 pm CDT
Let’s dive into the triple play Non-Qualified Deferred Compensation, Key Person/Split Dollar, and Retirement Income. Join the Advanced Strategies Team, Directors Kelly Hall, and AJ Reiber, Jim Kontopoulos, Field Product Director and special guest Clay Summers, Field Sales VP from OneAmerica, as they walk you through Three Needs – One Policy.
As always, we’ll have a Q-&-A at the end of the webinar for you to get answers to any questions.
Save the date for our next National Advanced Strategy webinar “Business Equity and the Premium Talk” on Wednesday, Aug. 2, at 1 pm CT.
Let’s dive into the triple play Non-Qualified Deferred Compensation, Key Person/Split Dollar, and Retirement Income. Join the Advanced Strategies Team, Directors Kelly Hall, and AJ Reiber, Jim Kontopoulos, Field Product Director and special guest Clay Summers, Field Sales VP from OneAmerica, as they walk you through Three Needs – One Policy.
As always, we’ll have a Q-&-A at the end of the webinar for you to get answers to any questions.
Save the date for our next National Advanced Strategy webinar “Business Equity and the Premium Talk” on Wednesday, Aug. 2, at 1 pm CT.
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