November 9, 2016 Breakfast Meeting Announcement
Long-Term Care Hybrids
Presented by: John Roe
Diversified Brokerage Services, Inc.
Presentation will cover :
* Helping a client plan for long-term care needs
* Challenges consumers face
* Traditional LTC Market - yesterday and today
* Alternative (dual duty) solutions on life
insurance products
* Asset Based Long-Term Care
* Long-Term Care Riders on Life Insurance
* Chronic Illness Riders on Life Insurance
* Understanding the differences between
long-term care and chronic illness riders
* Case Studies
Wednesday Nov. 9th, 2016
Location: Arizona Inn
2200 E. Elm St, Tucson, AZ, 85719
520-325-1541
FPA of Southern AZ
Members $20 / Guests $30
Registration and Breakfast 7:15 AM
Speaker will speak 7:45 AM -9:30 AM
2 Hrs of CE Credits
RSVP to Gerry Oldenski by Friday,
November 4, 2016 at
gerry@dynasetaz.com
To prepay with PayPal go to our website
We accept checks and cash at the door on the day of the meeting
No Shows with reservations will be billed for the breakfast unless prepaid
About the Speaker:
John brings over 20 years of experience to the DBS Sales team. He began his career with Lincoln Benefit Life as a Contact Center Representative and quickly became manager of that unit a year later. In 2006, he joined the Distribution Team as a Regional Sales Coordinator and in 2009 was promoted to take over as Senior Regional Sales Director. After serving in that position for two years, John switched gears again and took over the responsibilities of Regional Vice President, representing a premier national marketing organization, and in 2012, John was named the Sales Vice President for the same organization. More recently, John was looking to round out his portfolio of experience and chose to land at DBS to use his considerable sales experience in a large Brokerage General Agency.
John attended the University of Nebraska-Lincoln, where he was a member of the Husker football team. He then transferred to Nebraska's Wesleyan University, graduating with a Bachelor of Science. He holds his Series 6 & 63 license, along with a state of Nebraska License.
John and his wife Tracy have two children, Kylie (15) and Jaden (13). He enjoys spending time with his family, watching his children's different sporting activities, and coaching football.
2016 Programs - Upcoming Meetings -
Mark Your Calendars
(All Breakfast meetings at the Arizona Inn except for December 14, 2016 which will be an evening social - tentatively 5-7 PM)
Registration and breakfast at 7:15 AM
Speaker will speak 7:45 AM -9:30 AM - two hours of CFP CE
Date: Wednesday, December 14, 2016
Topic: Social and U of A Update on CFP
Where: Hacienda del Sol
(NOTE: This is an evening social from 5:00 PM - 7:00 PM)
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