The Conversation BEFORE the Conversation

 

Join Eleanor Johnson, CPA, CLU, CGMA of John Hancock for an educational breakfast meeting about how to better engage your clients in the life insurance narrative.

She'll show you how to:

• Create a common dialogue that motivates clients to incorporate life insurance into their planning
• Discuss the three bucket approach where assets can be divided into consumption, contingency, and custodial to reframe the conversation
• Provide real examples of cases that were completed due to this planning approach

 

 

 

Presented by Eleanor Johnson, CPA, CLU, CGMA
National VP of Institutional Sales
John Hancock Inurance

 

(This course does NOT qualify for CE)

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