Producer Forum Friday, April 19 Location: The Run of the Mill
100 Main Street, Saco ME 207-571-9648 Time: 9:00 a.m. - 1:00 p.m., lunch provided
Agenda
9:00 a.m.- 9:30 a.m. Welcome & Updates - Ray Vallee
President, Combined Benefits United
9:30 a.m.- 10:30 a.m. Social Security Rescue -Alex Stanchfield,
Marketing Dir., Magellan Financial Services
- Social Security Rescue Seminar System
- 1.5%-2% Average National Attendance Rate
- Help Married Couples Find Up to 40% More Social Security Income
- Over 75% First Appointment Ratio
- Social Security Maximization Software Does the Work For You
10:30 a.m. - 10:45 a.m. BREAK
10:45 a.m. - 11:45 a.m. AVIVA- New Annuity Offerings & the Market
Doug Wright & Mike Blanchard
- Aviva Annuities:
- New Products / Target Horizon - what they are, how they work and states approved
- Income Preferred Annuities and their Riders
- Annuity Sales Ideas
11:45 a.m. - 12:00 p.m. Closing Remarks - Ray Vallee 12:00 p.m. - 1:00 p.m. Lunch and Depart
Please R.S.V.P. by email or phone by Monday, April 15 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 Combined Benefits United 89 Water Street, Suite 2 Hallowell, ME 04347
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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