Equitable Life (Dec 13)
Date: December 6, 2022
Time: 9:30 AM EST
Guest Speaker(s):
David Hutchison
Equitable Life
CE Credit(s): 1 *
BridgeForce Guest Host(s):
Dennis Brumley & Mark Denney
Zoom Meeting ID: 815 9852 3467
Passcode: 830627
* Please ensure that your Zoom profile contains your email address in order to receive CE Credits. No exceptions.
Agenda:
9:30 – 10:00 am
- BridgeForce Advisor Forum
Your chance to come together with fellow BridgeForce advisors to discuss a variety of current, industry topics.
10:00 – 11:00 am
- David Hutchison | Equitable Life
- Legacy Planning with a 1 Pay Strategy
- While most insurance policies are set up as a “Pay As You Go” structure, there are opportunities for Advisors to provide their clients with a Single Pay Option. Find out how the “All Inclusive” approach can help your clients while also building your business with two sales.
- Legacy Planning with a 1 Pay Strategy
David Hutchison
After a 2-year stint as a sports broadcaster covering the OHL hockey and local sporting events in the KW, Guelph and surrounding areas, David began his career in the industry in October of 2009 with Foresters. Following roles in In-Force processing and Inside Sales, David was promoted to Director of Sales in 2011 and has enjoyed a strong partnership with Gryphin ever since. He joined Equitable Life in February 2021 as the Regional Life Sales Manager in Southwestern Ontario supporting the advisors and MGAs in the region, with a focus on service while partnering to offer the strong product lineup and dynamic support that the unique structure of Equitable Life provides.
Upcoming “Wake UP with BridgeForce” Guests
- December 20: Year-end BridgeForce Advisor Forum
- December 27: No Wake UP with BridgeForce
- January 3: No Wake UP with BridgeForce
- January 10: Gareth Daniel | Assumption Life
- January 17: Tracy Heath | Equitable Life