THE NEXT GENERATION

Our Speakers

BRETT O'BRIEN

Atlanta, GA

ROBERT CLARK

Los Angeles, CA

MATT JACKSON

Detroit, MI

ZACK PHILLIPS

Pittsburg, PA

KURT BRAUNDMEIER

Nashville, TN

MATT RIORDAN

Minneapolis, MN

MAXWELL SCHMITZ

San Francisco, CA

SCHEDULE

WHY SELL
INCOME PROTECTION

11:00 AM EST

Brett O'Brien will kick it off as we walk through the need for protecting our clients' most valuable asset--their income! He'll review the importance of income protection and also look at the HUGE opportunity for agents and advisors to establish significant revenue and grow their business through DI.

WHO NEEDS INCOME PROTECTION

11:30 AM EST

A panel of young producers will explain the significance of locking up insurability, how to find a plan for everyone, and shine a light on a the major blindspots that could leave your clients exposed.

HOW TO SELL INCOME PROTECTION

12:00 PM EST

In this session, a trio of young advisors will outline the many attractive DI markets, different types of brokerage models, the value of working with DI specialists in the Plus Group, and a special personal account as a beneficiary of disability income from one of our very own.