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The Gotchas & Trap Doors of Life Insurance

Attend Onsite or Virtually!

June 20, 2019

Thursday, June 20, 2019

Join us for the June NAIFA Live event featuring Bob Cohen, Principal at Tamar Fink, hosted by NAIFA - Minnesota. Bob will talk about "The Gotchas and Trap Doors of Life Insurance". This course will provide attendees with the foundation of some of the variables within life insurance products that Insurance Companies use to ensure their profitability and how that comes at a huge cost to the client. 

Bob Cohen 

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Schedule:

8:30-9 a.m.

Registration, networking, tech check-in for Watch Party sites

9-9:15 a.m.

CE guidelines for all; Local introductions and updates at Watch Party Sites

9:15-10:05 a.m.

Marv Feldman’s presentation

10:05-10:15 a.m.

Break and introduction of John Wheeler

10:15-11:05 a.m.

John Wheeler’s presentation

11:05-11:30 a.m.

Closing Comments and Wrap Up

1 CE credit available for:  AR, D.C., IA, KS, ME, MD, MN, NE, ND, PA, VA & WI

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NAIFA Live Watch Party Viewing Locations

Join us in-person at one of the following:

Iowa:

Carroll
Principal Financial Group
223 West 5th Street
Carroll, IA
Contact: Jon Heim
515-710-0107
Cedar Rapids
Principal Financial Group
200 Second Ave SE
Cedar Rapids, IA
Contact: Sarah Havel
319-362-2149
Fort Dodge
Greater Fort Dodge Growth Alliance
24 N 9th Street
Fort Dodge, IA
Contact: Nicole Thurman
515-227-7218
Quad Cities
Gullickson Group
2310 Jersey RIdge Rd
Davenport, IA
Contact: Todd Gullickson
563-823-1500
Sioux Center
Zeutenhorst Financial
1230 S. Main Ave
Sioux Center, IA
Contact: Miranda Byl
201-615-0560
Waterloo
Sunnyside Country Club
1600 Olympic Drive
Waterloo, IA
Contact: Beth Pilcher
703-770-8406
   

 

Kentucky:

Louisville
University of Louisville Shelby Campus
Founders Union Building
450 N. Whittington Parkway
Louisville, KY 40222
Contact: Gayle Prescott
502-244-0150


Maine: 

Portland
Acadia Benefits
5th Floor Conference Room
111 Commercial St
Portland, ME
Contact: Brittany Baumann 
207-761-2426 ext. 221


Minnesota:

Host Location -
Twin Cities

Ewald Conference Center
1000 Westgate Dr.
St. Paul, MN
Contact: Rachel Dicks
651-290-6260
Alexandria
Grand Arbor
4403 Pioneer Rd SE
Alexandria, MN
Contact: Brian Fleming
320-762-7744
Coon Rapids
Bunker Hills Golf Club
12800 Bunker Prairie Rd, NW
Coon Rapids, MN
Contact: Jason Moehring
763-862-2885
Duluth
Kitchi Gammi Club
831 E. Superior St.
Duluth, MN
Contact: Greg Toscano
218-722-4431
Fairmont
The Ranch Restaurant
1330 N State St
Fairmont, MN
Contact: Kim Garbers
507-238-4746
Mankato
Terrace View Golf Course
19304 State Highway 22
Mankato, MN
Contact: Brittany Linder
507-329-9839
Rochester
Altra Credit Union
123 16th Ave, SW
Rochester, MN
Contact: Nick Davidson
507-990-3139
Sartell
Cornerstone Buffet
101 7th St. N
Sartell, MN
Contact: Robert Stoltman
320-393-4141

 

North Dakota:

Bismarck
Farmers Insurance
1022 E Divide Ave
Bismarck, ND
Contact: Kyle Herman
701-255-3655
Dickinson
American Insurance Center
38 1st St W
Dickinson, ND
Contact: Rhonda Paluck
701-456-3325
Fargo
Country Financial Services
4166 31st Ave S, Suite 100
Fargo, ND
Contact: Julie Phillips
701-258-9525
Grand Forks
Vaaler Insurance
2701 Columbia Rd
Grand Forks, ND
Contact: Gregg Webster
701-436-6376
Jamestown
Witthauer Financial Group
710 10th St SE
Jamestown, ND
Contact: Lindsey Vogel
701-252-8000
Minot
Kim Albert Agency
2825 S. Broadway - Suite 2
Minot, ND
Contact: Kim Albert
701-258-7460
   


Texas:

El Paso
The Station at Sunset Bar
145 E Sunset Rd Suite C400
El Paso, TX 79922
Contact: Sandra Martinez
915-585-4677

 

 

 

About NAIFA LIVE:

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How NAIFA Live Works:

NAIFA Live is your new monthly meeting format. One location per month is chosen as the host location to broadcast the featured speaker. This month’s host is NAIFA-Minnesota. You may choose to attend virtually or choose a viewing location near you.