Allianz Annuity Training
The Allianz Executive Sales Team is coming to Portland!
Allianz Life is the leader in the FIA Industry and is bringing their executive sales team their second annual annuity traning - exclusively for CBU Advisors and those looking to partner with our organization. We are excited once again to host Allianz's District VP, Regional Sales Director, External Wholesaler and Senior Actuary to explore what makes Allianz a leader in the FIA space.
Allianz Annuity Training
Agenda
9:00 a.m. - 9:15 a.m. Welcome and Introductions
Raymond Vallee, President, Combined Benefits United
9:15 a.m. - 1:45 p.m.* Allianz Executive Sales Team Presentation
- Allianz Story
- Positioning Increasing Income Sales
- Financial Strength
- DOL Fiduciary Updates
- Case Design Examples
- Marketing and Sales Ideas
1:45 p.m. - 2:00 p.m. Closing Remarks
Raymond Vallee, President, Combined Benefits United
*Breaks will be taken throughout the training, and a breakfast pastries, coffee and lunch will be provided by Allianz Life.
More About the Allianz Team
Dave Schliesman, Senior VP - In his 25 years at Allianz, Dave has held various leadership positions in FMO Distributions and Allianz Life Services. He currently oversees $5.5 Billion in sales for Allianz.
Billy Voyles, Regional Sales Director - One of our consistent speakers, Billy directly supports CBU and our sales efforts by attending our Producer Forums and providing sales concepts and motivation. He has been with Allianz 9 years, starting in recruiting and then working into his current role as Director.
Dan Biagini, External Wholesaler - Dan excels at his position of serving the industry's elite producers. He works with Allianz Life's best and brightest who produce $4 Million or more in FIAs per year. He brings ideas from those elite producers to you so you can grow your practice to the next level.
TBD, Senior Actuary - An Allianz Actuary will be presenting and available to answer your questions. The responsibility of an Actuary is to analyze the finanical consequences of risk by the use of mathematics, statistics and financial theory to study uncertain future events, especially of those of concern to insurance and pension programs.
Please register by this Friday, February 26, 2016.