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For producer or registered representative use only. Not for use with clients.

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Presentation on theme: "For producer or registered representative use only. Not for use with clients."— Presentation transcript:

1 For producer or registered representative use only. Not for use with clients.

2 elite ideas from elite producers Garret German, CFP ® - 20/20 Financial Advisors of Exeter Ivar Jones, LUTCF - David White & Associates Samir Thakkar, ChFC, CFP ® - 20/20 Financial Advisors of Costa Mesa Chris Warren, CLU, ChFC - Lawless, Edward & Warren

3 For producer or registered representative use only. Not for use with clients. disclosure The speakers and presenters appearing at this meeting are solely responsible for the content of their presentations and may not necessarily represent the opinions of Ameritas Life Insurance Corp. (Ameritas Life), or any of its affiliates. Neither Ameritas Life nor any of their representatives are in the business of giving tax, legal, or accounting advice. Attendees should consult with their own accounting, tax or legal professionals to determine action appropriate for their unique situation. 20/20 Financial Advisers of Exeter, David White & Associates, 20/20 Financial Advisors of Costa Mesa and Lawless, Edwards & Warren are not affiliates of Ameritas Life Insurance Corp. This information is provided by Ameritas ®, which is a marketing name for subsidiaries of Ameritas Mutual Holding Company, including, but not limited to, Ameritas Life Insurance Corp., Ameritas Life Insurance Corp. of New York and Ameritas Investment Corp., member FINRA/SIPC. Ameritas Life Insurance Corp. is not licensed in New York. Each company is solely responsible for its own financial condition and contractual obligations. For more information about Ameritas ®, visit ameritas.com. Ameritas ® and the bison design are registered service marks of Ameritas Life Insurance Corp. Fulfilling life ® is a registered service mark of affiliate Ameritas Holding Company. ©2014 Ameritas Mutual Holding Company

4 For producer or registered representative use only. Not for use with clients. elite forum Qualifying criteria Summit qualifier OR $500k AIC GDC Revenue in 3 of 5 product lines (Life, DI, Annuity, RP, AIC) Registered with AIC

5 For producer or registered representative use only. Not for use with clients. elite ideas from elite producers Garret German, CFP ® - 20/20 Financial Advisors of Exeter Ivar Jones, LUTCF - David White & Associates Samir Thakkar, ChFC, CFP ® - 20/20 Financial Advisors of Costa Mesa Chris Warren, CLU, ChFC - Lawless, Edward & Warren


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