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NFI Solutions
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Mastering Opportunities with Allianz Advanced Markets

Wednesday, December 11, 2024 · 11:00 a.m.  |  Central Time (US & Canada) (GMT -6:00)

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Presenter
1686328040-898009f3af769fba
NFI Solutions
Annuity and Life IMO
At NFI Solutions, we bring our knowledge to work for you. We will always strive to provide the best service and business support possible. It is our goal to exceed your expectations with our wide range of case design and client branding services. Whether you need a professional team to take over your task or help with learning the basics of today’s innovative technologies, at NFI we can help you succeed by showing you how to get better, faster results.
1732198962-65d780687d9fd3fb
Robert Richert
Vice President of Life Advanced Markets
Robert is the Vice President of Life Advanced Markets, with more than 30 years of financial services industry experience, he guides agents in creating retirement strategies that help clients meet long-term financial goals and objectives in a variety of market conditions. Robert obtained a B.S. in Economics at the University of Minnesota, and a Juris Doctorate from William Mitchell College of Law. Robert holds life, health and long-term care licenses, and is sure to provide valuable insights on how you can more effectively help your clients meet their needs!
About
Join us for an exclusive webinar featuring Robert, Vice President of Life Advanced Markets at Allianz Life. With over 30 years of financial services experience and a wealth of expertise, Robert will guide you through key strategies and insights to enhance your practice and better serve your clients. This webinar will cover an introduction to the Allianz Life Advanced Markets team, the available Life Advanced Marketing resources, exciting initiatives planned for 2024-2025, and actionable strategies to leverage Life Advanced Markets to maximize your business potential. Additionally, Robert will share valuable insights into buy-sell planning following the Connelly decision, helping you navigate changes and opportunities in business planning. With Robert’s unique combination of an Economics degree, a Juris Doctorate, and industry licenses, you’ll leave this webinar equipped with actionable strategies to help your clients meet their long-term financial goals. Don’t miss this opportunity to connect with Allianz Life and strengthen your practice. Register today to secure your spot!
Agenda
  • Introduction to the Allianz Life Advanced Markets team
  • Available Life Advanced Marketing resources
  • What we’re working on in 2024-2025
  • Leveraging Life Advanced Markets
  • Buy-Sell Planning after the Connelly decision
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