When

Tuesday October 6, 2015 from 11:30 AM to 1:00 PM CDT
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Where

Maggiano's 
2019 Post Oak Blvd.
Houston, TX 77056
 

 
Driving Directions 

Contact

Traci Tribble 
Society of FSP Houston 
713-526-5331 
traci.society@att.net 
 

Society of FSP Houston Luncheon 

 

Understanding Living Benefits and Long-Term Care Riders

Rosanne S. Kaufmann

Rosanne has served two terms as Director for Society of Financial Service Professionals, and is the program chair. She is a member of National Association of Insurance and Financial Advisors, having served as legislative and programming chair. Rosanne was instrumental in drafting Senate Bill 265, which allows up to four (4) hours of Continuing Education credits with membership in a professional association.

In her role as a 3 MARK Sales Director Kaufmann is responsible for recruiting, developing and maintaining producer relationships across the Unites States. Her responsibilities include assisting producer and advisors with the full line of individual products including Term, Universal Life, Survivorship Universal Life, Whole Life, Fixed Annuities, Long-Term Care, Disability, Life Settlements, Premium-Financing Design and Placement, as well as other marketing programs and advanced planning opportunities.

What We’ll Cover…

•Available types of riders

•The differences between 7702(b) and 101(g)

•What are living benefits?

•Life with long-term care riders

•Available resources