We covered a lot during the session. If you couldn't make it to the live webinar, had to duck out early, or you want to share it with your network, we have you covered.
Watch the recording at your leisure or read over the summary 👇
Posts by:
David Lilien
With 25 years in the financial and insurance industry, David brings a wealth of knowledge and experience in marketing, sales, business development and product management. David has an unusual ability to position complex concepts so they are easy to understand, simple to sell and service, and provide a sustainable competitive advantage through excellent long term client satisfaction. A Certified Product Manager and member of the Society of Industry Leaders, he has successfully launched new businesses, increased profitability of existing programs and created and led multi-billion dollar sales initiatives.
David is a frequent guest speaker at industry and sales meetings, has appeared on Money Talk and been interviewed by the Wall St. Journal. Named the Leavitt Scholar in Economics, David holds a Bachelor of Science in Business from Boston University.
Winning with Wendy
I'm continually inspired by my good friend Greg LeMond's journey to three Tour de France victories. His unwavering consistency and perseverance in the face of challenges...
Phyllis Shelton
Many of you have financial advisors. We love our financial advisors, but sometimes they are on a different page when it comes to long-term care planning and may...