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Terri AZ

DBS Educational Road Tour!

We were thrilled to host a meeting for advisors in Scottsdale, AZ! It was a triple-play of 3 sales ideas and a great opportunity for field relationship manager John Roe to spend time with advisors. Advisors were treated to great presentations featuring our own Terri Getman, JD, CLU, ChFC, RICP, AEP (Distinguished), along with advanced sales resources from carrier sponsor Prudential. Advisors left with several strategies they could incorporate with their clients, and a whole host of sales ideas to put into play.

 

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