August 9, 2016

Topic(s): Group life & DI enrollment, DI Student Loan Protection, Term conversion

A Season of Change: Protecting the Planning
Presented by: Mark Maurer, CFP^®, President & CEO

Fall leaves go from green to red, orange, and yellow. It's a season of change in nature. And in your clients' lives: back to school, open enrollment, and countless other transitions. Have their lives and plans worked out as they expected? They may need you to help them make changes to their plans.