March – Hancock Vitality
March – Allianz – Supplemental retirement planning- finding qualified prospects
April – Nationwide – Informal Care
May – MoO – living benefit with return of premium
June – LFG Moneyguard planning
July – Prudential – Retirement derailers
August – Know your branding
September – Social Media? How can we use

The Life Insurance Policy Review is a turn-key program provided by 3D Advisors Inc. for you to provide an
objective and unbiased periodic review of your client’s and prospective client’s life insurance portfolio