Producer Forum Friday, May 18 Location: The Run of the Mill
100 Main Street, Saco ME
207-571-9648 Time: 9:00 a.m. - 1:00 p.m., lunch included
Agenda
9:00 a.m.- 9:15 a.m. Welcome - Ray Vallee
9:15 a.m.- 9:35 a.m. An Innovative Retirement Plan
- Carol Gilbert-Tondreau, Multiple Employer Plan
9:35a.m.- 10:00 a.m. The Invisible Missing Link to Repeat Business
- Ray Vallee
10:00 a.m.- 10:10 a.m. Break
10:10 a.m. - 11:15 a.m. How to Identify an Opportunity
- Jac Arbour, Life Insurance Prospecting
11:15 a.m. - 11:55 a.m. CBU Producer Round Table - Ray Vallee
11:55 a.m. - 12 noon Closing Remarks - Ray Vallee
12 noon - 1:00 p.m. Lunch and Depart
Please R.S.V.P. by email or phone by Friday, May 11 so we can ensure the proper headcount for snacks and lunch.
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Thank you for your business, and I look forward to seeing you at the forum.
Sincerely,
Raymond Vallee Jr.
President
Our Mission "To achieve excellence within the insurance marketing industry through every word and action leading with transparency and convictions, while cultivating relationships with the highest level of integrity"
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