This is a repeating event

Insurance Planning: Foundations Study Group

19dec1:00 pm2:00 pmInsurance Planning: Foundations Study GroupShane Van Patten & Jeremy Vidmar

Event Details

This is a closed by-invite-only Study Group for advisors that work with Shane Van Patten and Jeremy Vidmar. If you are interested in learning more or joining the next round of sessions, please reach out to

Learned in every meeting:

  • Client Profile
  • What the Insurance/Annuity Does
  • Entry Point into the Conversation
  • How to have the Conversation
  • Making a recommendation
  • Medical Pre-Screen
  • Tools Available


  • January: Basic Estate Planning
  • February: Life Insurance (Term)
  • March: Disability Insurance (Individual)
  • April: Life Insurance (Permanent – Death Benefit)
  • May: Life Insurance (Permanent – Cash Accumulation)
  • June: Obtaining New Clients/Centers of Influence
  • July: Business Owners (Succession Planning)
  • August: Business Owners (Key-Person Planning)
  • September: Business Owners (Executive Carve Out – Life & Disability)
  • October: Business Owners (Worksite Life Insurance)
  • November: Long-Term Care (Creating a Plan)
  • December: Long-Term Care (Funding a Plan)


December 19, 2023 1:00 pm - 2:00 pm

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