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Financial Planning Month-October

October is Financial Planning Month

You can learn a lot about growing a successful life insurance practice from NAIFA member and NAIFA-Houston Immediate Past President Rick Demko, LUTCF, LACP, RICP.

As Director of Insurance, Demko is a key part of the leadership team at Centric Wealth in Houston, a NAIFA 100% Agency. He is also a past winner of NAIFA’s Four Under 40 Award, and you can read about his rise to success in NAIFA’s Advisor Today magazine.

Better yet, you can learn directly from Demko, himself, at NAIFA’s Performance + Purpose (P+P) conference, August 17-19. He will present the Tuesday workshop “From the Kitchen Table to Top of the Table,” part of the Sales & Prospecting professional development track at P+P. In this session, Demko will share lessons learned and best practices from the Top of the Table and how he went from taking $50 apps to having opportunities in the millions during a pandemic. This session will help producers identify new opportunities, how to modify prospecting behaviors and to create an environment that helps clients buy.

Take advantage of P+P’s highly interactive virtual format to share ideas with Demko and other stars in insurance and financial services industry.

Register for P+P

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