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In-person ‘Classroom’ Program
June 30, 2022 @ 8:00 am - 12:00 pm
In-person ‘Classroom’
Program: June 30, 2022
8:30 a.m. – Registration
9:00 a.m. – Noon – Program
The Shelter Church
13832 N. 32nd Street, Phoenix, Arizona 85032
No Registration Fee for NAIFA-Arizona Members
Who Owns Your Life Insurance Policy – two hours Az CE Credit
Todd Janower, JD, LLM, CLU, ChFC
Todd received his B.S. degree in Business Administration from Boston University and his Law and Master’s degrees from The John Marshall Law School. He has spent nearly 12 years at Allstate Financial. Before joining Allstate, he was a practicing attorney in Chicago specializing in Estate Planning for high net-worth individuals. Currently Director, Advanced Sales, MassMutual. He has been a featured speaker at numerous national and regional broker/dealer and industry meetings.
Learn how to protect your client’s family through life insurance planning. This course will cover the income tax-free and grow tax efficiency benefits of life insurance, as well as creating adverse gift, estate, and income tax consequences.
Closed Doors Equal Opportunities!
Undrea Smith, RICP
East Valley Retirement
NAIFA-Arizona President
Undrea’s experience as an Investment Advisor, Fiduciary, Retirement Planning Specialist, as well as being a licensed insurance Agent, has given him the financial acumen to prepare every client for whatever the future holds for them.
This is a candid talk about how opportunities can arise from the most unexpected places and how perceived setbacks can equal a lifetime of success and fulfillment.
The Power of Optimism…
Andy Dzurinko, CLU, ChFC
Andy has been with American United Life Insurance Company since 1980. He was a Training Director and Regional Vice President of Agencies in the home office and came to Arizona in 1989. As an agent, he qualified for Century Club, Million Dollar Round Table and National Quality Awards. Andy is the Author of The Power of Optimisim, Laugh Out Loud and Inspired.
This is a candid talk about how opportunities can arise from the most unexpected places and how perceived setbacks can equal a lifetime of success and fulfillment.
A Gift of A Lifetime
David R. Kroll, CLU, ChFC, LUTCF
Wealth Management Advisor
Dave has been a leader in the financial services industry for over 35 years. His education, experience and management style has attracted many advisors that have become recognized leaders in both the industry and the community. Dave is a Past President of NAIFA-Arizona, Past President of Phoenix GAMA and member of American Society of Chartered Life Underwriters and Chartered Financial Consultants. Currently, a Registered Representative of MassMutual.
Learn and be reminded of how important ‘Juvenile Life Insurance is. How it establishes savings; how a parent or grandparent can avoid being a member of the Wish-I-Had-Club”. Some topics addressed: Guaranteed Insurability; Waiver of Premium; Retirement Income Supplement.