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When

Thursday April 10, 2014 from 8:15 AM to 11:30 AM EDT
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Where

MW Financial 
197 Scott Swamp Road
Farmington, CT 06032
 

 
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Contact

Erica Fearn 
Financial Service Professionals-Hartford 
860-228-3623 
efearn@sfsphartford.net 
 

How to Attract, Reward and Retain Key Employees
Thursday, April 10, 2014

MW Financial, 197 Scott Swamp Road, Farmington CT 06032

3 CT Insurance CE's

The Program:

Explore the non qualified benefit plans available to attract, retain and reward key employees of various types of business entities.  Section 162 Executive bonus plans, Split Dollar plans and Non Qualified Deferred Compensation will be compared and contrasted and will include case studies and discussion.

Our Presenters:
 
Bruce Guillemette, MSM, CLU, ChFC, FLMI
 Vice President, Advanced Markets Case Design

 AXA Equitable Life Insurance Company
 Bruce specializes in case design, guiding producers on the use of  life insurance in business insurance, executive benefits, guaranteed issue and estate planning situations for AXA Distributors life division.

 In 2007, Bruce joined AXA Equitable from Massachusetts Mutual Life Insurance Company where he was Assistant Vice President, Blue   Chip   Group   and   Advanced   Sales   Support.       He   was instrumental in creating the Blue Chip Group, MassMutual’s exclusive top producer sales and marketing unit.  In addition, he had responsibility for the Advanced Sales Illustration Support area, serving as an expert in business protection, non-qualified executive fringe benefits and personal protection.

Kevin E. Baldwin, CLU, ChFC, CAP 
M

anaging Partner at B&L Financial Architects

Kevin has over 35 years of experience in the financial services marketplace. He has successfully built both a career general agency for Penn Mutual, where he recruited and trained over 100 Financial Professionals and a brokerage distribution channel for Aetna and The Lincoln Financial Group.

With MassMutual Kevin was responsible for overseeing their Field Training and Development Department. He established the National Life Academies and created the Regional Rising Leaders Prospecting agent training schools that increased the productivity and retention of over 4,000 agents.

Kevin is a certified state CE and PACE CE instructor and currently moderates LUTC courses in Prospecting and Meeting Client Needs for The American College. He has spoken at regional and national meetings of agents and sales management on practice building and client focused needs selling. Kevin has coached many financial services professionals as they grew their practices. Kevin is active in the Society of Financial Service Professionals, and recently moderated the Hartford and New Haven CT Chapter ethics CE meeting. He speaks regularly to individuals, families and business owners on the challenges of creating and sustaining a strong financial condition in volatile economic times.


 

 

 

 

 

 

 

 

 

Members $39
Non Members $59
Schedule –April 10, 2014
8:15 AM – Registration, 8:30 AM – Program, 11:30 AM – Adjourn