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Buy / Sell Plans & Disability Insurance

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Buy / Sell Plans & Disability Insurance

May 17, 2018

9:30a - 11:30a Eastern Standard Time

Independence Planning Group

Independence Planning Group

1767 Sentry Parkway West, Suite 200

Blue Bell, PA 19422



Vickie Severn


Tom Wong

Event details:

PART ONE: Buy-Sell Planning: The Disability Factor / 9:30 am - 10:30 am

PART TWO: Disability Insurance: The Company Behind the Policy / 10:30 am - 11:30 am

Presented by Tom Wong.

As a Regional Sales Manager with Guardian Disability Insurance for 20 years, Tom is recognized as a trusted resource in helping financial services professionals in the Northeast Region offer individual disability insurance to their clients. His goal is to help financial professionals do the right thing by showcasing disability insurance as an important part of their clients' financial plan. Tom guides financial professionals through the entire process that starts with prospecting for the right candidates and educating them on appropriate product. His experience working with a wide variety of financial professionals results in offering choices and options that are focused on your clients' needs.

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