Learn How To Leverage Underperforming Assets

Do you Have Clients with Highly Concentrated Stock Positions?  We will show you how to maximize their position!

 

 J. Terrell Cook, Jr. Transamerica Regional Marketing Director, will show you successful ways to help your clients!  Terrell's experience gives him valuable insight into the specific challenges faced by life insurance agents/brokers, registered representatives, and other financial professionals in today's economic and highly competitive environment.  Terrell is the author of numerous articles on insurance, investments and financial planning: also a frequent speaker at local and state industry association meetings.  Terrell earned the CFP designation and holds Series 7 & 65 licenses.  He will be discussing several Sales Ideas on Asset Maximization dealing with Annuities, Money Markets, etc.   

 

 Come Join Us For A Delicious "Steak" Luncheon 

                                 Limited Seating Left!