Buy-Sell and Succession Planning (Sponsored by Principal)

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Contact marie@shawamerican.com to Register

Hurstbourne Country Club (9000 Hurstbourne Club Ln, Louisville, KY)

Join Shaw American and Principal Financial Group for a Buy-Sell and Succession Planning seminar. You need help planning for the succession of your clients’ businesses. Learn how to use the unique set of sales tools, developed by Principal Life, to implement the perfect buy-sell and SERP program for your clients.

This seminar will be presented by Kelly M. Bennett, CLU®, ChFC®, CLF. Kelly has 22 years of experience in the life insurance industry, including being a sales representative with Metropolitan Life before moving to home office positions with Equitable Life of Iowa (ING) and The Principal Financial Group. He has served in various roles, including sales training, institutional marketing, non-qualified executive benefits case design, sales support management, and life product management.

November 6, 2013 11:00 am – 1:00 pm

Lunch Served at Noon

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