FEPC November Meeting

Date: Wednesday, November 15, 2017
Time: 5:30pm - 7:45pm
Location: Ft. Washington Country Club | 10272 N Millbrook Ave, Fresno, CA 93730
Speaker: Deborah Rooks; Topic: The top 10 mistakes every planner needs to know about life insurance

Debbie Rooks, Ph.D., CLU, ChFC  has over 25 years of experience in the life insurance industry.  Debbie started as an agent with Mutual of New York in Denver, CO and won “Rookie of the Year” her first year in the business.   After several years in personal production, she became affiliated with Great West Life.  She held positions of Advanced Sales Analyst, Brokerage Manager for Colorado and Utah and General Agent for Oregon and Washington.  When Great West Life sold their Individual Life business, Debbie became the first female General Agent for Mass Mutual.  She was General Agent for the Oregon Mass Mutual Agency from 1993-2000.  In 2001, Debbie became Sales Vice President for Jefferson Pilot/Lincoln Financial Group where she was responsible for marketing Life, MoneyGuard,  and Annuities through the Independent Channel.  In this role, she won numerous awards including:  Annuity Premium Leader, Top Life Sales, GDC Leader and Most Valuable Player.  Debbie has extensive experience in estate and business planning, working with family owned businesses and individual life insurance planning.  She has been a speaker for numerous Estate Planning Councils, NAIFA Chapters,  International GAMA meetings and National NAIFA meetings.  Topics have included:  “The Top Ten Reasons to Do Life Policy Reviews”, “The Most Common Estate Planning Mistakes”,  “How to Market CREATIVELY”.  She has published articles in Life Insurance Selling and Best Review.  

Debbie is Past President of the Portland NAIFA Chapter and the Portland General Agents and Manager Association.  She was a National Trustee for Life Underwriters Training Council, National Chairperson for NAIFA’s Public Relations Committee and National Committee Member of NAIFA’s Membership Committee.   She was named “CLU of the Year” by the Oregon CLU Chapter in 1995.  Debbie resides in Portland, Oregon.  

 


Board Meeting: 4:00 pm - 5:30 pm

Cocktail/Social Time: 5:30 pm - 6:15 pm

Dinner Meeting: 6:15 pm - 7:45 pm


 

Menu:

Northern Pacific Wild Salmon Filet Roasted, Lemon Sauce/Fresh Dill

or

Chicken Piccata with Lemon Caper Butter Wine Sauce

 

Served with:

Rice Pilaf

Seasonal Fresh Vegetables

Assorted Breads with Herb Butter

Strawberry Short Cake for Dessert

Related Document(s):

See Upcoming Event Calendar