invites you to join us as we discuss.....
"Grow Your Practice with
Long-Term Care Planning"
Lunch & Learn
Wednesday, October 25, 2023
11:30 AM - 2:00 PM
12223 N. Westshore Blvd, Tampa, FL 33607
With Long-Term Care Awareness Month coming up in November, we welcome Dr. Robert Tiller, CFP, CFS, RFC, and author of Forgotten Faces: Family Caregiver Voices (you will receive a digital copy prior to the meeting). Throughout his career, he used the Long-Term Care Planning conversation as a way to both help protect a client's financial future and as the primary way he grew his practice.
Here are a few things you will learn at this event:
- Why other professionals need insurance agent alliances
- Cultivating less traditional referral avenues
- How Honesty = Concern, Concern = Trust, and Trust = Business Sustainability
- Using caregiver stories to move past a client's Long-term Care Planning misconceptions/procrastinations
Event sponsor & co-presenter:
Your form message has been successfully sent.
You have entered the following data:
PLEASE RESERVE A SPOT FOR ME!!
Please correct your input in the following fields:
Error while sending the form. Please try again later.
Print 