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March Big Ideas Webinar: How to Build a Thriving Disability Practice

Wednesday, March 25, 2020

3-4 PM eastern



Jamie Fleischner

How to Build a Thriving Disability Practice

In this webinar NAIFA P+P Big Ideas presenter Jamie Fleischner will talk about how to create a focus market and identify good prospects. She will cover how to create good sales habits as well as how to create systems to track new business, how to navigate disability insurance underwriting, how to maintain your book of business, and how to create sales from existing clients.



Jamie Fleischner

President, Set for Life Insurance

Jamie Kantor Fleischner, CLU, ChFC, LUTCF started in the insurance industry in 1993 while a college student at Washington University in St. Louis. Upon graduation, she moved back to her native Denver, Colorado and worked for Principal Financial Group before going out on her own in 1999 when she started her own brokerage, Set for Life Insurance. She served on the board for 9 years and as President of NAIFA-Denver from 2001-2002 – the youngest president in the association's history. Jamie has specialized in the disability insurance marketplace working with high income professionals in all 50 states.