EXCLUSIVE DMI WEBINAR

UNLOCK THE POWER OF KEY PERSON INSURANCE

LIVE WEDNESDAY | MARCH 6 | NOON ET | 60 MIN

Safeguard a Business’s Most Valuable Assets  

It’s like the secret sauce for successful businesses — providing a safety net that savvy financial professionals can leverage to ‘break into’ and gain success in the Business Owner market. 

In this webinar, we’ll cover ways to ‘spice up’ the sale by highlighting specific life insurance product features and complementary sales strategies.  

Whether you’re just starting out or a seasoned pro, this session aims to breathe new life into the sale of key person indemnification, making it a win-win for everyone involved. 

Featured PresenterS

ALLISON HOYT, JD, CLU®
Technical Director, Advanced Consulting Group

Allison Hoyt helps position life insurance in the financial plans of individuals, businesses, and charitable organizations and has a particular interest in split dollar life insurance, business succession planning, income tax and transfer tax mitigation strategies and student loan debt management. 

She’s a Past-President of the New York City Chapter of the Society of Financial Service Professionals (FSP) and was elected to the Board of Directors of the Society of FSP (national organization). She has been published in Trusts & Estates and the Journal of Financial Service Professionals. 

JOSH RHEM
Vice President – Life Sales DMI

Joshua Rhem has 15+ years of experience in Insurance and Investment services, with experience as a Registered Investment Advisor to financial institutions, an insurance producer and wholesaler. Josh has always been interested in making sure insurance is viewed as a vital component of a well-constructed comprehensive financial plan. 

Claim Your Seat!

Don’t miss your chance to get the inside scoop on Key Person Insurance. 

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What You'll Learn

  • A great way to “break into” the business market
  • A fundamental use of life insurance for business planning
  • Ways to “spice up” the sale
  • New sales concepts
  • How to re-invigorate the sale