- This event has passed.
August Lunch & Learn: Executive DI with Iain MacDonald, dibrokerWest
August 18, 2021 @ 12:00 pm - 1:15 pm$15.00 – $30.00
Join us for this virtual lunch & learn presentation on August 18, 2021. Our August guest speaker is Iain MacDonald, Regional Director of Sales for dibrokerWest in Northern California.
**A Zoom link will be sent the day before the event.**
Presentation Topic: Executive Disability Insurance: Leveraging Executive DI to Properly Cover Highly Compensated Executives & Owners
Learn how executive DI works with income protection solutions for the highly compensated.
Iain MacDonald is the Regional Director of Sales for dibrokerWest in northern California. He is utilizing nearly 15 years in financial services to help financial planners and insurance agents provide income protection solutions to their clients. His background in personal production has given him a unique perspective as a wholesaler who is able to assist producers in presenting and implementing disability insurance products to the executive and business owner markets.
Iain holds the Chartered Life Underwriter® designation and is a past president of NAIFA Greater Bay Area. He was born and raised in Seattle, Washington, and relocated to the San Francisco Bay area in 2013 to build the dibrokerWest office from scratch.
In his spare time he enjoys chasing his identical twin nephews and niece around in Scottsdale, AZ. He never misses and opportunity to travel home to Seattle and watch his Seahawks at Lumen Field. Go HAWKS!
DOI Approved Course Number: CE # 386201
- Introduction & Review Course Objectives
- Income Protection Issues Facing Highly Compensated Executives & Owners
- Identifying Gaps & Implementing Solutions
- The Suite of Products Available for the Highly Compensated