Seminar info  

Whole Life Insurance Workshop

This workshop will encompass the entire Whole Life Sales cycle from The Art of Fact Finding to Overcoming Client Objectives to Closing the Deal. The objective of this course is to walk you through how to position Whole Life Insurance as a Versatile Financial Asset and when to Incorporate Whole Life Insurance as part of your client’s Wealth Transfer and Retirement Income Strategy. Note this is NOT a continuing education course.  

Strategy Speakers:

Michael A. Book, CLU, ChFc, CLTC, Managing Partner & General Agent, Fifth Avenue Financial and James Farka, SVP, Advanced Sales, Fifth Avenue Financial, and Paul D. Ferrante, Partner, Lenox Advisors

Wednesday, January 31, 2017, 10:00am – 12:30pm  

Please RSVP with Shirley Morel at or call (212) 536-6036.