FPA of Michigan Lunch & Learn Grand Rapids

    January 31, 2018
    11:30 AM - 1:00 PM

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    CityFlats Hotel
    83 Monroe Center Street NW
    Grand Rapids, MI 49503

    Presented by:  Jerry C. Thomas of J.L. Thomas & Company, Inc.

    Wednesday, January 31, 2018

    11:30 am to 12:00 pm - Registration/Lunch

    12:00 pm to 1:00 pm - Presentation

    CityFlats Hotel

    83 Monroe Center Street NW
    Grand Rapids, MI 49503

    Approved for one CFP® CE and one MI Ins CE (Life)

    About the Presentation: This 1-hour presentation provides an overview of “How to Conduct Policy Reviews” reviews how to properly review life insurance policies using the 6 steps of the Financial Planning Process. The presentation will cover the history and changes in the market/industry, the 6 step process, four case studies on some of the most common planning issues, ongoing policy management and available planning tools, followed by a time for questions.

    Learning Objectives:

    • Understanding the history and changes in the Life Insurance Market. 
    • Understanding the different planning solutions available today. 
    • How to incorporate the 6 Step Financial Planning Process in policy reviews.
    • Review four case studies on the most common planning issues. 
    • Review ongoing policy management and tools available. 

    About the Speaker:  Jerry C. Thomas has been part of the sales and marketing department at J.L. Thomas & Company since 2009. He is an external wholesaler who helps advisors plan and present solutions to their clients on risk management solutions. Jerry also manages their digital content marketing and is a part of their overall management team. He is a graduate of Ohio University College of Business with a degree in Marketing. Loves playing golf and playing music in his spare time and is a Cleveland Indians Fan. 


    $20.00 FPA Member

    $20.00 First Time Guest

    $30.00 FPA Non-Member