Change Creates OPPORTUNITY – Insurance CE Credit Marketing seminars

Tom Sellin, President of Sellin Advisor Group

Mark E. Wight, President, Idaho Financial Planning

FREE SALES AND MARKETING CONTINUING EDUCATION COURSES OFFERED TO SUPPORT THE IDAHO FINANCIAL SERVICES BUSINESS COMMUNITY

Subject: How to leverage Estate Tax Law Changes to capture and grow your business for 2010

Economic change creates new opportunity for insurance and financial planning professionals. To support the local financial advisor business community, Sellin Advisor Group, www.InsuranceMarketingSales.com , and the law office of Idaho Estate Planning, www.IdahoEstatePlanning.com , will be holding free Continuing Education courses for insurance and financial planning professionals in the cities of Boise, Pocatello, Idaho Falls and Twin Falls. The courses will be focused on how to identify and capture newly emerging business trends and sales opportunities to increase life insurance and financial investment sales for 2010, and count toward fulfilling state mandated Continuing Education requirements for insurance and financial professionals.

At this course, financial professionals will learn how to:

- Identify new sales opportunities within their existing practices.
- Review existing retirement plans, trusts and life insurance policies to identify new sales opportunities.

- Leverage potential tax law changes to identify life insurance and financial planning sales opportunities.

- Position a sales presentation to confidently sell large life insurance policies and financial solutions through estate planning.

- Uncover a prospect’s decision making trigger needs by asking them the right questions; and how to use this knowledge to motivate them to Yes.

- Help a client leave a charitable legacy that will last beyond their lifetime.

- Collaborate with attorneys and CPA’s to prospect for new clients.

- Collaborate with attorneys and CPA’s to build effective wealth preservation strategies.

- Protect a client’s need for privacy, even after their death.

- Design effective estate planning strategies that enable total client control of their estate, even after death or incapacitation (example: the Terry Schivo incident).

- Provide for heirs of an estate with special needs.

- Ensure that a client’s pets are protected and provided for after their death.

Seating is limited, register online at WWW.INSURANCEMARKETINGSALES.COM or RSVP to Kathy Weil at Idaho Estate Planning via phone at Phone: 208-939-7658.

SPEAKERS

Tom Sellin, CLU, ChFC
President of Sellin Advisor Group

For over 30 years The Sellin Advisor Group has been a full service Insurance Marketing Wholesaler for the Financial Planning and Insurance Industry based in Eagle, ID. Sellin Advisor Group provides a range of services including: carrier contracting for life insurance, disability, long-term care and critical illness insurance; back end office support; sales support; agent training; continuing education; estate planning support; business contingency planning support and tax consulting for insurance agents and financial professionals throughout the greater West Coast, and throughout the United States.

Tom is the President of Sellin Advisor Group (www.insurancemarketing.com). He has been a member of the Million Dollar Round Table since 1970 and is a Top of the Table member. He is a featured speaker throughout the Pacific Northwest and speaks extensively in the area of practice building and all aspects of business, estate, and financial planning

Tom’s sales experience, creative approach, and personal coaching help producers successfully develop their insurance and financial businesses. Hundreds of producers working with Tom have discovered new markets and learned to set concrete, achievable objectives to penetrate those markets successfully. As a result, they continue to reach milestone goals and greater satisfaction in both their professional and personal lives.

Mark E. Wight

Mark is President and Founder of Idaho Estate Planning, a law firm focused solely on estate planning. Mark graduated from Utah State University in 1982 with a Bachelor of Arts in Philosophy and a Bachelor of Science in Environmental Studies. Mark’s legal career began in 1985, after he graduated from J. Reuben Clark School of Law, Brigham Young University spending two years at the Department of the Interior in Washington D.C.

Mark moved his family to Idaho in 1987 and has worked in private practice ever since. While his practice has always included wills, trusts and probate work, it was in 2001 that Mark focused his practice entirely on estate planning. Mark has co-authored several manuals for attorneys and has regularly taught attorneys and other professionals on the subjects of estate and legacy planning as well as asset protection and tax planning. Mark is also a frequent lecturer to financial professionals and insurance agents on the same topics.

Mark has also been involved with volunteer work for the Court Appointed Special Advocate (“CASA”) program, representing the guardians ad litem who are appointed by the Court to represent abused or neglected children. Mark received the CASA Attorney of the Year Award in 2006. He also earned the Denise O’Donnell-Day, Pro Bono Award in 2003, for fifteen years of service in the CASA program.

Mark is also active with the Boys Scouts of America. He and his wife JoAnn reside in Boise and have six children and four grandchildren