What Solutions the C-Suite are Really Looking For! – NAIFA-Arizona ‘Fall’ Program

Hello Fall! With the weather finally getting cooler, it’s time for some warm-up programs!

Date: October 28, 2022
Time: 9:00 a.m. Registration
9:30 a.m. Program
12:20 p.m. Adjourn
Location:
Fairway Mortgage Building
55 N. Arizona Place
Chandler, Arizona 85225

No fee for NAIFA-Arizona Members – but must Register in advance.

Program includes one hour Arizona CE credit. Note: the CE course was last presented virtually in October 2020.

How companies retain and attract top talent and leadership through company culture, people and values echoed through protection and compensation structures.

Rick will discuss the solutions he and his team design and implement to help companies do just that.

Rick Beyer has been in the insurance and financial services industry here in Arizona for almost two decades. He has been awarded the NAIFA Quality Award 15 consecutive years, achieved MDRT in his first year, Court of the Table within his first 7 years and Top of the Table every year thereafter. His experience and success with the top mutual insurance carriers has been extensive. He understands the business, high-net worth, and estate marketplace as it relates to executive compensation, benefits, succession planning and estate preservation.

Karen Starbowski
‘Life Care Planning for Families
with Special Needs Children
(1 Hour Az CE) 10 Basic Financial Steps for Special Needs Caregivers – this course will discuss steps to help caregivers get started in preparing for the financial future of their dependent with special needs. It addresses such critical issues as applying for government benefits for Social Security and Medicaid, creating a Special Needs Trust, the importance of a Will and considering a Letter of Intent. These steps ensure the types of care and quality of life for a loved one’s well-being today and tomorrow.

Karen Starbowski has been practicing since 2007 and has been a Financial Planner with MassMutual since 2010. She has completed her SpecialCare Planning designation, ChSNC through the American College and uses her financial planning passion to assist families who have loved ones with special needs and has developed a unique network of professionals within the Special Needs Community.

Connie Kadansky
‘The Inner Game of Prospecting’
Get your ‘ask’ in gear Are you tired of hiding, denying and suppressing your Sales Call Reluctance? Are you stressing over the fact that you are not seeing enough new prospects? What would it be like to have 8-10 weekly meetings with new prospects? Call Reluctance affects more than the ability to pick up the phone to initiate contact with potential buyers successfully. It affects your followthrough, ability to ask for referrals, give seminar presentations, ask for the business, and even recommend a higher-priced option. The good news is that Call Reluctance is learned, which means you can unlearn it.

Connie Kadansky, President of Exceptional Sales Performance, has presented at NAIFA National twice, MDRT Global, GAMA and NAIFA State forums throughout the U.S. The Advisor Today, Horsesmouth, and Insurance Newsnet has published several of her articles. A seasoned financial advisor said, “Thanks to Connie’s coaching, I landed a $2,000,000 account that I rendered hopeless.”