Boston Chapter

The Society is a network of select credentialed members working in diverse financial disciplines – bound together to pursue knowledge, uphold the highest ethical standards and form meaningful relationships for the benefit of our clients. 

December "Meet the Expert" welcomes TERRI GETMAN, J.D., CLU, CHFC, RICP, AEP (DISTINGUISHED)

  • Wednesday, December 16, 2020
  • 2:00 PM - 3:00 PM
  • FSP ZOOM - after you complete your registration you will receive a confirmation email with a link to securely register on our ZOOM platform
  • 14

Registration

  • A guest must be registered by the member who is sponsoring this guest to attend.

Register

FSP is excited to announce to Members...

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! 

Come join the conversation! Once capacity is reached, additional sign-ups will be added to a wait-list and be filled upon receipt of cancellations. Non Members may attend at a $25 fee.

This event will be held jointly with the New Hampshire NAIFA Chapter and the Norfolk & Plymouth Estate and Business Planning Council.

Boston Chapter of the Society of Financial Service Professionals


Phone: 844-FSP-6600  Email: Hello@FSPBoston.org

Boston FSP is a 501(c)6 non-profit organization.

Privacy Policy, Use of Data & Legal Notices

Powered by Wild Apricot Membership Software