ATTENTION

ALL GULF STATES FPA® MEMBERS AND GUESTS

JANUARY CHAPTER MEETING

JOIN US AT HERON LAKES COUNTRY CLUB!

Friday, January 27th – Registration/Networking-8:30 am - 9:00 am
        Session I-9:00 am - 10:50 am
        Session II-11:00 am - 11:50 am
        Lunch and Chapter Business 12:00 pm - 12:30 pm
        Session III-12:30 pm - 1:30 pm

**Four hours CE (two hours ALABAMA insurance CE) of a great continuing education program at Heron Lakes Country Club, 3851 Government Blvd., Mobile, AL  36693

I. IDENTIFYING COMPATIBLE LIFE INSURANCE PRODUCTS TO FILL SPECIFIC CLIENT NEEDS:  J. Thomas Moore, CFP®
 
J. Thomas Moore, CFP® is a retired Sales & Marketing Vice President of A. G. Edwards & Sons. Tom entered the investment business in 1969. Since retirement in 2002, Tom wrote LAST CHANCE TO GET IT RIGHT!  How to Avoid the Eight Deadly Mistakes Made with Money. He also writes an email newsletter for investment and insurance advisors. 
Tom’s two hour program will help you identify specific needs for life insurance, such as income continuation, business insurance and estate planning as well as providing lifetime income. He will discuss term, variable universal life and other appropriate products including immediate annuities. His program will also include approaches and discussions you can implement with your clients.

II. UNDERSTANDING MEDICARE:  Nichole Edwards

Nichole Edwards is a District Products Consultant with Blue Cross and Blue Shield of Alabama.  She has been with the company for twelve years.  Nichole is a graduate of The University of Alabama, where she majored in Marketing Management. 
Nichole’s presentation will provide general, educational information about Medicare.  Some topics she will discuss are:   ABC’s of Medicare, Who is Eligible for Medicare, Enrollment Periods, What does Medicare Cover, How Can I Get Comprehensive Coverage.

III. THE RED FLAGS OF PERSONAL INSURANCE:  Brian Munger

Brian Munger is a Personal Insurance Advisor for Thames Batré with a focus on insurance programs for high net worth individuals and families. He attended Private Client Group University by Chartis.  He was recently named one of the Bay Area's Finest as one of Mobile areas top young business professionals. 
In Brian’s course you will learn the most common red flags that are raised when placing personal insurance accounts.  He will also talk about the issue that residents along the coast face in finding insurance for hard to place risk.  He will go into detail about the hot issue of admitted vs. non admitted insurance companies.  Also, He will talk about the umbrella policy and its importance.

COST: Members $50 for CE and lunch
          Non-Members $75 for CE and lunch
          ****Bring CHECK to the meeting and pay during registration, or pay online with
          CREDIT CARD at www.gulfstatesfpa.org

PLEASE RSVP for meeting attendance to susan@celiamannbaehr.com or call 251-476-7183.  PLEASE DO NOT CALL HERON LAKES COUNTRY CLUB for this event.