FPA of Southern Arizona: November Breakfast Meeting

  • Wednesday, November 09, 2016
  • 7:15 AM - 9:30 AM
  • Arizona Inn: 2200 E Elm Street Tucson AZ 85719
 





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)





FPA of Greater Phoenix
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Email Us: info@fpaofphoenix.org

Office Hours:
Mon-Thurs: 9:00AM - 5:00PM
Fri: 9:00AM - 1:00PM
Phone: 480-483-9035
Fax: 480-922-5283


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