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August Lunch & Learn: Executive DI with Iain MacDonald, dibrokerWest

August 18 @ 12:00 pm - 1:15 pm

$15.00 – $30.00
SAHU August Lunch & Learn

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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.

 

Speaker Bio:

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!

 

Course Details:

DOI Approved Course Number: CE # 386201

  1. Introduction & Review Course Objectives
  2. Income Protection Issues Facing Highly Compensated Executives & Owners
  3. Identifying Gaps & Implementing Solutions
  4. The Suite of Products Available for the Highly Compensated

 

Details

Date:
August 18
Time:
12:00 pm - 1:15 pm
Cost:
$15.00 – $30.00
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Organizer

SAHU
Phone:
916-565-6553
Email:
info@sahu-ca.com
View Organizer Website

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