In this exclusive workshop, you will learn from experienced representatives in the Financial Services Industry with the ultimate goal to educate, motivate and further strengthen your relationships with your clients, as well as potential clients, about the importance and uses of Life Insurance. You will also have the opportunity to network with other professionals and share ideas. A light lunch and refreshments will be provided.
When: Friday, September 22, 2023, 9:30 – 11:30 MT
Where: Black Hills State University Atrium Theater, 4300 Cheyenne Blvd, Box Elder, SD 57719-7700
Also: Lunch will be served following the event! (Sponsored by Prudential Financial)
Vicente Pina, MBA, AEP®, CLU®, ChFC®, FLMI, LLIF
Director, Advanced Planning
Individual Solutions Group
Prudential Financial
Vicente Pina is the Director of Advanced Planning with the Individual Solutions Group of Prudential. Mr. Pina has over 30 years of experience in the financial services industry, with a focus on life insurance planning for the ultra affluent, strategies for high net worth and foreign national clients, and advanced case design. Holding senior level positions at major corporations including Prudential, AXA Financial, Bank of America, Mutual of Omaha and TIAA-CREF, Mr. Pina brings real-world experience and expertise to the stage. Vicente Pina is a 21st century leader, educating professionals in Financial Planning, Estates and Life Insurance.
Alan Thorsbakken
Regional Vice President
Independent Distribution
Prudential Financial
Alan Thorsbakken has provided life insurance sales concepts, strategies, and competitive solutions to Brokerage General Agencies and producers for over 24 years. Alan also assists financial professionals with case design and management, all the way through the underwriting process with the goal of increasing their revenue through the sale of life insurance products.
Edward Dow Bartling, MBA, ACS, CLU, FLMI, AIAA
Chief Operating Officer
External Wholesaler
Financial Markets Inc
With more than 50 years of experience in the financial services industry, Ed is a highly respected advisor, teacher, mentor and a critical asset to Financial Markets Inc. As an external wholesaler, he works closely with carriers, coordinates events to help educate financial professionals and provides solutions for complex cases.