Life Insurance Awareness Month
September Meeting

September 20, 2019


When
September 20, 2019
11:30 AM


Where
Ventana Grill
2575 Price Street
Pismo Beach, CA 93449


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  • There are E&O time bombs lurking in your client files
  • Rescue at Risk Policies
  • Find out how to serve your clients by conducting thorough annual reviews
Our Speaker:

Chris Bor, LUTCF™, CLU®, ChFC®, CFP®    
  • Chris is 27 year veteran in the Insurance and Financial Services business.
  • He started in the insurance business at the age of 22, 2 weeks after graduating college with a degree in Finance
  • Chris has been a leading sales manager for 3 different major insurance companies, a recruiter and developer of agents and advisors
  • He is currently the Regional Vice President with Kansas City Life Insurance Co. In addition, Chris maintain his own clientele.
  • Chris holds a Bachelor of Science in Finance and a Masters in Business Administration.
  • Past NAIFA Mt Diablo President, NAIFA CA Membership Chair, He is currently on the National Membership Committee supporting, WA, OR, HI, CO.
  • Chris is a past Moderator for the American College’s Life Underwriters Training Fellow (LUTCF) and Financial Services Specialist (FSS) professional designation programs.
  • Chris has conducted numerous client seminars on Insurance and investment planning strategies

AGENDA:
11:30 am - Check In / Registration
12:00 pm - Meeting Begins
1:30 pm - Conclusion

Every registration includes:
  • coffee and tea 
  • buffet lunch 
There are three ways to register:

1. Reply to this email and reserve your space
2. Call Shannon at (831) 539-6793 and let her know you are coming
3. Follow the registration instructions in this notice.




 
 
Registration     Price Quantity

Member     $25.00
Non-Member     $30.00
 
 



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