July Insurance Intel
Thu, Jul 17
|Core Income Advisors Headquarters
Shine A Light on Insurance: Learn Risk Management, The Actuary Way Take a deep dive into everything there is to know about annuities, long-term care, and life insurance at this two-day actuary-led event where you will learn principles to help secure your clients futures!
Registration closes Jul 01, 2025, 5:00 PM
Time & Location
Jul 17, 2025, 7:30 AM – Jul 18, 2025, 2:30 PM
Core Income Advisors Headquarters, 5940 Golden Hills Dr, Golden Valley, MN 55416, USA
About the event
You’ve spent years refining and honing your skills as a financial professional to protect your client’s financial futures. You have an array of tools in your tool box, but there’s one that’s traditionally been overlooked: Insurance. Yesterday’s advisors often dismissed this meaningful tool in the retirement planning space. However, today’s advisors are quickly beginning to understand the awesome power they can add to culminate into the retirement plans of tomorrow.
The use of insurance products like annuities, LTC, and life alongside more traditional investment approaches help strengthen existing strategies and protections you’ve put in place.
Join us at this 2-day all expenses-paid training session where you’ll learn the core principles of insurance, when & how to use the products, and how to implement them in your practice to better serve your clients. Hear from our head Actuary, Dan Slater, and other insurance experts how these products can help your clients…
Registration closes Jul 01, 2025, 5:00 PM