When

Tuesday, November 13, 2018 from 8:30 AM to 10:30 AM CST
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Where

Target Insurance Services, Inc.
11020 Oakmont Street
Overland Park, KS 66210
 

 
Driving Directions 

Contact

Farid Hanov
Target Insurance Services, Inc.
913-403-5823
faridh@targetins.com
 

"Demographic Trends" & "Understanding the DI Underwriting Process"

This course has been approved for 2 Hrs KS/MO, Life-Health CE

 

“Ethics in Demographic Trends” – 1 hour Ethics CE 

There is no shortage of statistics about the gap between the need for financial products and services and ownership or participation within the Gen “Y”/Gen “X”, Women, Small Business Owner, and Multi-Cultural Consumer Group.  The motivation for why clients want to take certain financial steps varies between groups of people. The course will talk about some demographic trends in the United States and what it may mean to your practice. Our purpose is to provide you with some general , macro-level trends on what each of these may appreciate, based on experience and research.

 

“Understanding the Advanced DI Underwriting Process” – 1 hour Life/Health CE

Producers will learn the more advanced field underwriting next steps as it applies to substandard offerings, unique financials, non-traditional occupations, and Federal tax issues within the individual disability insurance marketplace.

 

 

 

Presented by George Wilkins
Direct of Disability Income and Planning

Target Insurance Services