May Chapter Program

May 19, 2017
11:30 AM MDT - 2:30 PM MDT
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Wellshire Event Center
3333 S Colorado Blvd.
Denver, CO 80222
 Directions

Join us for an Amazing learning opportunity with Four speakers 

AGENDA

11:30am-12pm

Registration and Networking

12:00pm-12:15pm

Lunch is served. FPA Announcements. Sponsor Presentation

12:15pm-12:45pm

Ilana Reed to present "Making the Disability Income Protection Connection"

12:45pm-1:15pm

Marisa Maurer & Jim Tolliver presents "Bridging the Gap in Property and Casualty Insurance"

1:15pm-1:30pm

BREAK

1:30pm-2:30pm

Aaron R Eisenach presents "What Every Advisor Must Know About Today’s Long-Term Care Solutions"

2:30pm

Meeting Adjourns

 

Part 1: "Making the Disability Income Protection Connection"

Income protection is not front of mind for most professionals. That's why it is our job to identify the need and risks we are exposed to every day. Your client’s income is the foundation of the life they've created. Why wouldn’t you recommend they insure what makes everything in their lives possible? Come and learn about how vulnerable we really are and how to promote continued future financial stability when its needed most.

  1. Understanding and identifying group LTG shortfalls and how to protect against them.
  2. Realize the need for this protection and how to bring it up and keep it simple.
  3. Discuss different areas of protection for both the individuals and business owner.

Part 2: "Bridging the Gap in Property and Casualty Insurance"

We have all been conditioned to think that personal insurance is only a commodity. Unfortunately, a large portion of the affluent top 1% are uninformed of the multitudes of the issues with their personal insurance program until after there is a major claim. Let's face it, as advisors, we are all in the risk management field. How do you know your afluent clients are sufficiently protected, are keenly aware of the most cutting edge risk transfer, and loss prevention techniques available? By using through provoking claims examples of property and liability driven exposers found here in Colorado, we will help you better educate your clients on a multitude of coverage gaps and enhancements only available through select carriers specializing in high net worth insurance.

  1. Learn to uncover gaps in your client's insurance programs.
  2. Hear real life claim examples and how to avoid the pit-falls.
  3. Discuss issues our clients face in Colorado and how to be a better advocacte.

Part 3: "What Every Advisor Must Know About Today’s Long-Term Care Solutions"

As leading-edge Baby Boomers turn 71, the need for LTC planning has never been greater. Yet, there is much uncertainty amongst advisors as to which way to turn. Are LTC insurance policies and companies offering them still viable? How does one sort through the myriad life insurance policies with LTC and Chronic Illness riders? What is a hybrid policy? Is short-term care insurance worth having? When is it proper to advise a client to self-insure? How much does care cost today? These questions and more will be answered.

  1.  Understand the current condition of the traditional LTC insurance marketplace and how insurance carriers are adapting with new products.

  2. Understand the difference between hybrid, asset-based solutions combining life insurance or an annuity with LTC insurance and life insurance products with LTC or Chronic Illness riders.

  3. Understand the true costs of needing care for a chronic illness.

SPEAKER BIOS 

Ms. Ilana Reed has been a Disability Income Specialist since 2009. With an extensive background in sales, training and management both in and out of the insurance industry, ilana strives to assist brokers and their clients with the understanding of both group and personal disability income protection. With a sole focus on Disability, ilana has mastered the understanding of Disability contracts and how best to work with individuals on their individual needs and understanding of personal income protection. Since joining Guardian ilana has ranked as Disability Income Specialist of the quarter five times and has qualified for Leaders club twice. In 2001 ilana graduated from Michigan State University with a Bachelor’s degree in Marketing. 

Mr. Jim Tolliver has overseen the Denver office of IMA-Signature Select since 2012.  His background includes nearly 20 years of risk advisory services in the property and casualty field, working for large multinational brokerages and regional independent firms.  Jim specializes in helping affluent individuals and families with highly customized risk management solutions in personal insurance.  Jim also sits on the Steering Committee of the Private Client Practice Group of Assurex Global, an international consortium of top brokers worldwide that are dedicated to serving the high net worth insurance marketplace.  Jim is a Certified Insurance Counselor (CIC), graduated from the University of Louisville with a B.A. in Communications in 1991.

Ms. Marisa Maurer joined Signature Select in 2014. She specializes in personal insurance for high-net-worth individuals and middle-market clients. Marisa works with individuals to find them a comprehensive insurance program that caters to their specific needs and lifestyle. She studied Communications and Sociology at the University of Denver and graduated with a BA in Communications.

Marisa is also apart of the 2017 Board of Directors as the Membership Director for COFPA. If you are unsure how to get more value out of your membership, or have a membership question, please reach out anytime: marisa.maurer@signatureselect.com

Mr. Aaron R Eisenach has specialized in long-term care planning and insurance-based solutions for 20 years. His passion for this topic stems from losing both his father and grandfather to Alzheimer’s Disease.

As a wholesaler, Aaron represents ICB, Inc., the nation’s first general agency specializing in LTC insurance. As an educator, Aaron teaches the state-mandated CE courses required for Colorado agents selling LTC products. As a broker, Aaron partners with financial advisors and insurance agents who trust  him to work with their clients.

 

FPA of Colorado Cancellation Policy

Registration cancellation for a refund or a transfer to the next chapter meeting may be requested by no later than Noon on the Tuesday prior to the meeting date. No refunds or transfers will be issued after that date.

Tickets

$49.00 FPA Non Members
$59.00 after 12:00 am May 13

$29.00 Student
$39.00 after 12:00 am May 13

$39.00 Members
$49.00 after 12:00 am May 13