June 2004

 

Life Insurance Audit™

A High Impact Strategy for Senior Seminar Attendees

This Month’s Guest Speaker is:
Jim Waldorf

James “Wally” Waldorf, CLU, EA is the National Sales Manager for Ash Brokerage Corporation in Fort Wayne, IN. Prior to joining Ash in 2002, Jim was an executive with Lincoln Financial Advisors for six years, serving as the executive director of LFA’s internal producer group for the top 200 representatives, and supporting advanced sales in the small business market.    

Jim was a personal producer for Lincoln from 1971 through 1996, with a pension consulting and TPA practice in Dallas, Texas. A life member of MDRT, he is also an Enrolled Actuary, who has taught ASPA, LUTC, and CLU classes. Jim is a frequent speaker at industry meetings, including the AICPA PFS practice section meeting in Orlando.

During this informative teleconference, you will learn how others have generated substantial life insurance sales ($25,000 average target per sale) with average issue age 69 in the senior market. Plus how and where to position life insurance with your seminar attendees and clients.

Listen to this coaching call