Life Advisors is partnering with Prudential to host a strategy-focused workshop exclusively for JPMorgan Chase advisors and business bankers, designed to uncover high‑impact insurance and business planning opportunities within existing client relationships. Centered on small‑business owners, it follows the business life cycle—start‑up, growth, maturity, and transition—to spotlight where protection, succession, and retirement gaps typically emerge.
Key elements of the workshop include:
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A clear framework to identify small‑business needs at each stage of the life cycle.
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Our Mortality Calculator is a data‑driven tool that quantifies the likelihood of an owner dying before retirement, naturally leading to funded buy‑sell and continuity planning.
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Life‑insurance‑based strategies such as buy‑sell agreements, key person coverage, executive bonus, family succession planning, and retirement income concepts.
Advisors will also see a tool that can Analyze. Improve. Maximize. (AIM) process in action, helping them review in‑force policies to improve guarantees, reduce premiums, add living benefits, and enhance long‑term outcomes. This is not product training, but a practical, planning‑centric session that helps JPMorgan advisors and bankers ask better questions, deepen client engagement, and become the go‑to resource for business‑owner clients.
Event Details:
Date: Thursday, Feb. 5th
Time: 11:45 pm – 2:30 pm (Lunch will be provided)
Location: Cambria Hotel – 9655 Grove Cir N, Maple Grove, MN 55369
Captains:
Insurance Planning Specialists
Dan Peterson, LLIF, LUTCF, FIC, President & Managing Partner & Jordan Peterson, CCM, Apprenticeship Trainee
Prudential
Zach Brancale, Regional Vice President & Brett Berg, CLU, ChFC, Vice President, Advanced Planning