First Protective Advanced Sales Symposium

First Protective's 2009 Advanced Case Symposium in Birmingham featured outstanding presentations by the industry's leading carriers. From marketing concepts to sales ideas, the Advanced Sales Symposium has something for everyone.

Protective LifeIncome Term

North AmericanStop The Recession!

Penn MutualBack To Basics

John Hancock

John HancockEstate Planning

Timothy McFarland is Associate Counsel and Assistant Vice President of the Advanced Markets Group. He is responsible for providing John Hancock´s field force and distributions, channels with advanced case design and research materials. Prior to joining John Hancock, Mr. McFarland was in private practice where he provided moderate to high net-worth clients with estate and business plans. He received his BA from Cornell University and graduated magna cum laude from Syracuse University School of Law.

Prudential

PrudentialFinancial UW

While often overlooked, Financial Underwriting is a critical component of the large case market. A working knowledge of the Financial Underwriting "Rules of Thumb" and how to communicate special situations like startups can make the difference between an offer and a roadblock. Terri Gettman with Prudential goes over this and more in her presentation on Financial Underwriting.

Lincoln FinancialKevin Cox

In this presentation Kevin Cox with Lincoln Financial brings together product and concept in a discussion of how different product types can be used to facilitate specific sales concepts. Topics discussed are Extended Guarantees, The Value of Cash Value, Survivorship Paid Up at First Death, Policy Analysis and Review and several others. Kevin's presentation is filled with anectdotes and sales ideas that will help you open conversations with your clients and prospects.

Met LifeUsing Trusts

Doug Lawson with MetLife presents Using Trusts to Maximize Wealth Transfers.

NationwideBuy-Sell

Shawn Britt with Nationwide presents an Overview of Buy-Sell Agreements.

About First Protective

First Protective was founded in 1983 to serve the needs of the independent producers and has since grown to be the southeast’s premier marketing organization providing distribution of life insurance, annuities, wealth transfer products, disability insurance and long term care. First Protective is a values driven organization committed to “World Class Service with Southern Hospitality®”.

Lines of Business

First Protective offers a full line of financial products and services including

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John Hancock

Prudential

Lincoln Financial

Met Life

Nationwide