Page 18 - IPI Educational Programs and Resources [2.16.20 Version]

Delivered by our experienced team
All programs and materials are developed by our highly educated, experienced Delaware Life National Sales Consulting (NSC) team. They can help demonstrate a nancial professional’s value to clients by providing actionable and tactical sales ideas, timely strategies, and education on retirement income planning.
Anders Smith, CFP®, CIMA®, CPWA®, RMA® Managing Director, Vice President, Central Region
With more than 30 years in nancial services, Anders can share proven retirement income, advanced sales, and practice management strategies to help build a successful and pro table business. He is a nationally known speaker at industry events.
Jeng Chiu, JD, CFP®
Vice President, Eastern Region
Jeng has worked with nancial professionals, CPAs, and other nancial and legal advisors for more than 20 years. He has led hundreds of client seminars and continuing ed courses on advanced planning topics at regional and national conferences.
Brendan Payne, JD, LLM
Vice President, Western Region
Brendan has worked in the annuity industry for nearly a decade. He has a knack for turning complex client situations into easy-to-understand sales strategies. Brendan has an LLM in tax.
Val Sender, ChFC®, MBA, CLU®, CFS® Associate Director, Internal Support
With his many more than 20 years in the nancial services industry, Val knows how to motivate and educate nancial professionals on how to drive sales. He has in-depth knowledge of nancial products.
18
Delaware Life Income Planning InstituteSM