We have two fantastic presenters:

Tim Lockwood
MoneyGuard Regional Marketing Director, Lincoln Financial

Katie Lippincott
Sr. Disability Sales Manager, Principal Financial

Please feel free to forward invitation to anyone you think would benefit from the meeting.

Speaker Bios

Timothy Lockwood
MoneyGuard Regional Marketing Director Lincoln Financial Distributors

Timothy joined the Lincoln Financial MoneyGuard team in August 2007 and has 15+ years of experience in the financial services industry.

In his current capacity as MoneyGuard Regional Marketing Director in Eastern PA & NJ, Timothy helps financial advisors create strategies to reduce the impact of long-term care expenses on client assets.

Timothy holds FINRA Series 6, 63 and 26 registrations, and state life and health licenses. He received a BS in Business Administration and Management from West Chester University of Pennsylvania.

Timothy lives in the Philadelphia suburbs with his wife Jamie and their two children, William and Emelia. In his free time, Timothy enjoys f spending time with family, following the Philadelphia sports teams and overall outdoor activities.

Katie Lippincott, CLU, DIA
Sr. Disability Sales Manager Principal Financial Group

Katie Lippincott, CLU, DIA is a Senior Disability Sales Manager with Principal Financial Group. She partners with insurance professionals in PA, NJ, and DE to provide income protection solutions for their individual and business clients. Prior to joining Principal in 2017, Katie was a Disability Insurance Specialist with the Guardian Life Insurance Company and Berkshire Life in Princeton, NJ. She achieved her Chartered Life Underwriter (CLU) designation from the American College as well as the Disability Insurance Associate (DIA) certification from AHIP. Katie is an avid reader and “foodie”, residing in Philadelphia, PA.

Agenda

8:15 am
Group welcome quick discussion on the
future and vision of T.A.P.

Announcement of Business Development Committee – Phil Goodwin of PNC Bank

Announcement of Marketing/Membership Committee – Mike Sweeney of Avison Young

Group Introductions: Your name, your company, your role and last good book/movie/series you experienced in the last two months
Please keep to 30 seconds each

8:40 am
Presentation from our two speakers
25 minutes each (this is interactive)

Tim will discuss how to plan correctly for Long Term Care – Discussing the different kinds of options out in the market and what you need to think about when choosing the right product for you or a family member.

Katie will discuss ways for business owners to protect themselves and key employees with disability insurance.

9:35 - 9:45 am
Meeting Wrap-up