Life Insurance Awareness Luncheon
Tuesday, Sept. 19th at 12:00pm | Doubletree by Hilton Hotel, Culver City
“ADVANCED QUALIFIED PLAN DESIGN MODEL”
presented by Keynote Speaker, Aleksander Dyo,
Top of the Table MDRT Advisor
Principal & Co-Founder of Profectus Financial
& Profectus Wealth Management
1. Bring more than just products to your high earning business owner clients
2. Unique tax saving strategies that your clients will want to listen to
3. Substantially reduce your business owner clients’ tax liabilities
….and build their retirement wealth
4. Utilize these tools to better convert leads into paid business
5. Improved strategies for marketing yourself to business owners
6. Meeting surge in demand for tax saving strategies towards end of Fiscal Year
7. Generate more qualified referrals through CPAs
8. Increasing your compensation through Advanced Planning