Seminar info  

Estate Planning Mistakes - CE 

This continuing education course will provide (2) credits. This CE classroom presentation will focus on providing new producers with education on basic estate, life insurance and business planning techniques and the ability to identify common planning mistakes within their client’s estate plan. This course examines ways to correct these mistakes, thus helping the client achieve their goals and objectives. 

Strategy Speakers:

Patrick Olearcek, JD, CLU, ChFC, Assistant Vice President, Estate and Business Planning, MassMutual Financial Group 

Wednesday, September 13, 2017, 10am – 12pm

Fifth Avenue Financial – 530 Fifth Avenue, 14th Floor

Please RSVP with Shirley Morel at SalesandMarketing@FifthAveFinancial.com or call (212) 536-6036.  

  

Life Insurance: Intro to Permanent Products 

This classroom course is intended to provide basic education and training on features found in some of the common permanent Life Insurance products in the market today – Whole Life, Universal Life, Indexed Universal Life and Variable Universal Life insurance. The course introduces the concept of qualitative vs. quantitative strategies – an approach which helps match client needs and objectives with the right Life Insurance products.

Strategy Speakers:

Robert Purnell, CLU, ChFC, RHU, CFP, CLTC, CASL, RICP, Regional Director, Life Sales, MassMutual Financial Group 

Wednesday, October 25, 2017, 10am – 12pm 

Fifth Avenue Financial – 530 Fifth Avenue, 14th Floor

Please RSVP with Shirley Morel at SalesandMarketing@FifthAveFinancial.com or call (212) 536-6036.  

  

Webcast: Whole Life Insurance/Advanced Sales Concepts

Strategy Speakers:

James Farka, Senior Vice President, Advanced Sales, Fifth Avenue Financial

Wednesday, November 29, 2017, 2pm – 2:30pm 

Fifth Avenue Financial – 530 Fifth Avenue, 14th Floor

Please RSVP with Shirley Morel at SalesandMarketing@FifthAveFinancial.com or call (212) 536-6036.