Institute Agenda

Ed Consultant Doug Fleming

Life and Health Institute                                             
Buffalo, New York – May 14-17, 2014

 

*Hotel info:

Hilton Garden Inn
4201 Genesee St.
Buffalo, NY 14225
(716) 565-0040

 

No room block

 

N/A


Wednesday, May 14, 2014                              

12 PM – 1 PM                                     
Registration

1 PM – 5:15 PM                
SECTION 1        
Life Insurance Concepts

                                                                                               

Mr. Fred Stoor, CIC

5:15 pm – 5:30 PM                                                            
Exam Briefing

Thursday, May 15, 2014

8 AM – 12 PM     SECTION 2        
Health Insurance Concepts

                                                                                               

Mr. Fred Stoor, CIC

12 PM – 1 PM                                     
Lunch  - on your own

1 PM – 3 PM       
SECTION 3        
Long Term Care Insurance

                                                                                               
Mr. Daniel Engelhardt, CFP, LUTCF, LIC, RFC

3 PM – 5 PM     
SECTION 4          
Disability Income Insurance

                                                                                               
Mr. Daniel Engelhardt, CFP, LUTCF, LIC, RFC

Friday, May 16, 2014

8 AM – 12 PM                    
SECTION 5        
Business Continuation and Succession Planning

                                                                                               
Mr. Daniel Engelhardt, CFP, LUTCF, LIC, RFC

12 PM – 1 PM                                     
Lunch  - on your own

1 PM – 3 PM       
SECTION 6        
Retirement Planning and Annuities

                                                                                               
Mr. Douglas J. Fleming, LUTCF

3 PM – 5 PM                       
SECTION 7        
Planning For Personal Needs

                                                                                               
Mr. Douglas J. Fleming, LUTCF      

Saturday, May 17, 2014
                                                                               
8 AM – 10 AM                                  
Examination