Working With Business Owners – The LARGEST Untapped Market
Cary Fry, MBA, ChFC, CLU, CMFC, Exec. Sales & Distribution Leadership, Kalamath Consulting
Fletcher Brown, Founder & President, Kalamath Consulting
Jim Wanek, CLU, Managing VP, Life Distribution, Principal Financial
Fully Insured Financial Infrastructure for Business Exit – Winning Submission of the Forum 400’s Forum MAX Fast & Furious Sales Idea
Jason Giorgio, CLU, CFP, MBA, Pacific Advisors
Kim (Mo) Mahoney, MBA, WMCP, RICP, CExP, CEPA, Pacific Advisors