Attendance

• In Attendance: Shaun, Dale, Shantae, Lou, Kurt, Chris, Rick, Lisa, Kevin, Regina, Hugh, Darryl, Robert, Paul, Sara

• Absent: Rich

• Subs: Hope Worthington - Colors of Rochester, quotes@colorsofrochester.com, (585) 705-0899 (Tom)

• Guests: None

Marketing Minute: Kevin LoCicero

Kevin snuck in early to leave a banana for everyone and it sure got our attention!

His message? Bananas get stale, don’t get stale! They have shelf life, and so does your marketeing material. Go through whatever you might have to make sure it’s current, relevant and not stale!

Read his entire message. 🍌

Presenter: Hugh Miller

Hugh presented how New York Life has a lot of great products to solve financial problems but people don’t realize all the ways he can help them. Things like long term care, disability insurance, life insurance, various financial products and more.

When he meets with people, he asks about their short term (1-2 years) financial goals, medium (3-10) and long term (10+). Once he learns people’s goals, wants and needs, he can offer various products to meet those needs.

Hugh has advanced designations: LUTCF (Life Underwriter Training Council Fellow) for estate planning, wills and trusts, etc. and RICP (Retirement Income Certified Professional) for retirement income planning. These certifications reflect the advanced training Hugh’s done to better serve his clients.

Have questions for Hugh? Have a 1:1 meeting with him to learn more!

– – – –

NRG NEWS / GENERAL INFO

August’s Presider & Greeter
Presider: Kevin LoCicero
Greeter: Rich Cavallaro

Available Online:

View our shared online spreadsheet that lists

• Member information

• Subs and their contact details

• Visitors, their contact details and who invited them

• Web leads lists people who’ve reached out via our web Contact Us form

• Officers and Committees

– – – –

UPCOMING MEETING SCHEDULE / ONLINE CALENDAR

August 5 - Admin meeting directly after
Marketing Minute: Hugh Miller
Presenter: Rich Cavallaro

August 12
Marketing Minute: Rich Cavallaro
Presenter: Lisa Kretzer

August 19
Marketing Minute: Lisa Kretzer
Presenter: Shantae Russell

August 26
Marketing Minute: Shantae Russell
Presenter: Chris Moulton

– – – –

WE'RE SOCIAL!

Follow and engage with us; like, comment and share our posts to generate more visibility to our group:
LinkedIn / Facebook

– – – –

Hey, wow, did you read all the way to the end? That’s awesome! And you never know what you might find down here, so keep checking back:

Theme of the week? 🍌🍌🍌 Overheard before Tuesday’s meeting:
“When you walk in and the room confirms this week is bananas!”
“Bananas for all?!
”Bananas?!
“Somebody’s going bananas!”
“The heating & cooling world has gone completely bananas!”