Comprehensive Income/Life Protection
Alaska CE Number: 6000167224
Presenters: Suzanne Pitone and Tyler Huff CLU, ChFC, DIA, DIF, MBA
May 1, 2024
Strengthen your knowledge about comprehensive income/life protection for your clients
In this session, we will deep dive into different products that can help protect your clients, their families and their business. Learn how to evaluate your client’s financial foundation and overcome their objections. Discover how to structure different products to provide the best protection. Understand different coverage options, what considerations you need to be aware of and hear case studies.
Take Aways
- What products to place given the clients circumstances
- How to properly identify a client’s needs with regards to income/life protection
- What products are new in the marketplace
About our Speakers:
Suzanne Pitone is the Sales Executive for the Seattle office of Principal Financial Group. She is responsible for developing and maintaining strong broker relationships, new business growth and educating broker partners on Principal’s non-medical ancillary products.
Suzanne started at Principal in 2004, she has held several roles and titles throughout her time at Principal, becoming Senior Sales Representative in 2007 and then taking on the role of Director of Sales/Sales Executive for the Seattle office in 2011.
She has held positions on several industry boards over the years including the North West Association of Health Underwriters and the Employee Benefit Planning Association. She has also served on Principal’s Advisory Council for Women in Leadership.
Suzanne is a native of the Seattle area and grew up in Bellevue, WA. She went to Washington State University.
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For 20 years Tyler Huff has been responsible for advisor development, training, and strategic partnerships within the Individual Disability & Executive Benefits industries. During this time, he’s developed a unique perspective & ability to assist advisors identify and provide solutions to meet the needs of both their individual and c-suite clients.
Tyler resides in Portland, Oregon with his wife Melissa.
This meeting is sponsored by:
