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August 20, 2010
11:30 – Hollytree Country Club
“Intro to Disability Insurance, Per Needs – How to Sell DI in the Current Financial Mess”
Presenter: Scott Dial, Financial Process Group
Course #14007 / Provider #32372
Wednesday, September 15, 2010
13th Annual Symposium – “Keep Your Eye on the Goal”
- Flyer (PDF)
7:30 a.m. – 4:00 p.m. – Tyler Rose Garden Center
5 hours CE:
“The Class Act (LTC)” – presented by Mike Smith, The Brokerage Inc.
Course # 29847 CG 010 / Provider # 32637
“The New Normal in Health Care” – presented by Mike Smith, The Brokerage Inc.
Course #29877 / Provider #32637
(pending approval)
“Broker’s Role” – presented by Carolyn Goodwin, Goodwin Benefits
Course #14783 / Provider #32408
“Cobra Update: All New Notices, Everything is Changing” – presented by
Ouida Peterson, Conexis
Course #14549 / Provider #32408
Keynote / Motivational Speaker: Andy Hickman
Registration Form
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| "The East Texas Association of Health Underwriters serves to inform and protect the consumer by enhancing the professional growth of its members." |
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 Scott D. Dial
Scott is the Brokerage Manager and Disability Income Supervisor for Guardian Life Insurance Co. of America's Financial Process Group (Dallas, Austin and San Antonio, Texas). He is responsible to hundreds of agents and planners for case design, sales, marketing support, and training in all areas of disability insurance. Additionally, he regularly functions as an expert consultant/witness and is a past board member of the National Association of Insurance and Financial Advisors - Dallas.
Scott is the author of three books; the most recent is Scott's Thoughts on Disability Insurance Sales (see below for links to Excerpt and Order Form). He regularly teaches LUTC, CE and CPE classes for agents, CPAs and Financial Planners. He also lectures throughout the United States. His most requested presentations are:
- How to Sell Disability Insurance
- Qualified Sick Pay Plans
- Disability Insurance Issues in Medical/Dental Practice Management
Scott was raised in New Mexico and has lived in Richardson, Texas since 1978 with his wife and four sons. He has been a jazz clarinetist for over thirty years and a volunteer fitness instructor with YMCA since 1986.
Title: Disability Brokerage Manager – Texas
The Financial Process Group - Brokerage
Dallas Office: 214-346-0985
Fax: 214-739-0479
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