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  • NAIFA NH welcomes: TERRI GETMAN, J.D., CLU, CHFC, RICP, AEP (DISTINGUISHED)

NAIFA NH welcomes: TERRI GETMAN, J.D., CLU, CHFC, RICP, AEP (DISTINGUISHED)

  • Wednesday, December 16, 2020
  • 2:00 PM - 3:00 PM
  • ZOOM - after you complete your registration you will receive a confirmation email with a link to securely register on our ZOOM platform

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NAIFA New Hampshire welcomes 

Terri Getman, J.D., CLU, ChFC, RICP, AEP (Distinguished) in December!

Our topic will be:

Required Minimum Distribution:  Update On Recent & Proposed Legislation & Its Impact On Distribution Strategies

Virtual Round Table Discussion

Our Moderator will be: Terri Getman, J.D., CLU, ChFC, RICP, AEP (Distinguished), Advanced Marketing Attorney, Diversified Brokerage Services, Inc.

Terri Getman, J.D., CLU, ChFC, RICP, AEP (Distinguished) is a nationally recognized lecturer, author and advisor to financial representatives who provide advice to families and privately-held business owners across the U.S. For more than 30 years Terri has specialized in the appropriate use of life insurance in client’s estate, business and executive benefit plans. Terri currently works for Diversified Brokerage Services, one of the largest life insurance brokerage general agencies, but for most of her career she held positions in advanced marketing at several large insurance carriers.

Prior to joining DBS Terri was the Vice President, Advanced Markets at Prudential where her team was responsible for marketing initiatives involving the use of life insurance in estate, business, executive benefits, and retirement markets. Terri holds leadership positions in several professional organizations and is a frequent speaker. She is a graduate of Drake Law School and the College of William & Mary.

Get In, have a great round table discussion, get back on your way! 

This event will be held jointly with the

Boston Chapter of the Society of Financial Service Professionals

and the Norfolk & Plymouth Estate and Business Planning Council

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