Directions

May 17, 2017

Tech Savvy Advisor
11:30 AM - 1:30 PM
The Clubs of Prestonwood
15909 Preston Road
Dallas, TX 75248
http://www.clubcorp.com/Clubs/The-Clubs-of-Prestonwood

 

Now, more than ever, producers have options to better assist their clients. Providing more efficient and effective service is no longer an option, but a necessity. With so many tools to choose from though, where do you start?

DAHU Past President Andra Grava, CLU, RHU, will discuss how far practice management has come in recent years and how to stay ahead of insurance technology trends. From business planning and client servicing to case design and application management, resources are available in a variety of forms. Knowing where to look is the first step!

Andra is the Founder of and Chief Innovation Officer for The DI Center, a local agency that traces its roots back to 1996 when he became one of the first individual disability insurance focused GAs in the country. Throughout his career, he has also brought life insurance, annuities, retirement & estate planning and group dental and vision into his practice.

$25.00 Member Lunch & CE
$30.00 after 12:00 pm May 12

$40.00 Non-Member Lunch & CE
$45.00 after 12:00 pm May 12

Future Meetings/CE

June 20, 2018

How Do We Make Texas Great Again? (CE #111458)

June 20, 2018
11:15 AM - 1:30 PM

The Clubs of Prestonwood
15909 Preston Road
Dallas, TX 75248
http://www.clubcorp.com/Clubs/The-Clubs-of-Prestonwood

Plus 2017-2018 Awards & Installation of the 2018-2019 Board