Joe Jordan & Tom Morgan Hit the Road This Month

Looking for new ways to grow your practice? Seeking innovative strategies? If you are in Southern California, the San Francisco Bay Area, or Omaha...you're in luck! NAIFA is supporting a small road show this month featuring our loyal members, Joe Jordan (2023 John Newton Russell Memorial Award Winner) and Tom Morgan with guest speaker, Billy R. Williams, Ph.D. American Senior Benefits is bringing a powerful lunch and learn event to 3 select markets in July.

Dates & Locations:

• July 23rd | 10 am - 2 pm pacific | Marriott Ventura Beach
• July 26th | 10 am - 2 pm central | Champions Run Country Club, Omaha
• July 30th | 10 am - 2 pm central | Marriott Walnut Creek

Topics Include:

• Understanding the Purpose of Life
• The Evolution of Life Insurance
• Meet the Peak 65 Moment
• Purpose-Driven Retirement Planning

Who Should Attend:

• Life Insurance Agents
• Medicare Agents
• P&C Agents
• Financial Advisors
• Wealth Management Advisors

There is no cost to attend this event and lunch will be provided. Participation at each location is limited to 50.