DBS Hosts Educational Session
Advisors were treated to several presentations from expert guests at the recent “Hot Topics in Today’s Financial World” meeting held at the Edina Country Club. With John Hancock and Protective Live serving as carrier sponsors, those in attendance had the chance to hear from our distinguished guest speakers:
- Kirt Nolde, CLU, ChFC – RVP at Protective Life;
- Richard Kait, JD, LLM, CLU, ChFC – 2nd Vice President, Advanced Sales for Protective Life;
- Terri Getman, JD, CLU, ChFC, RICP, AEP (Distinguished) – DBS Advanced Marketing Attorney; and
- Matthew Fitzpatrick, CFP, CLU, ChFC – RVP at John Hancock.
Presentations covered a variety of client solutions and sales ideas.