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Past Webinars

PAST WEBINARS NOT AVAILABLE FOR CFP® CE CREDIT

Past Webinars

October 8, 2019 –
4:00 pm ET

Topic(s): Multiple types of insurance

Insurance Riders To Consider
Presented by: Mark Maurer, CFP®

Learn about various insurance solutions and the additional coverage they have to offer.

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September 17, 2019 –
4:00 pm ET

Topic(s): Life Insurance

Life Insurance Awareness Month: Which Choice Is Best?
Presented by: Mark Maurer, CFP®

Learn about the various types of life insurance can be used to protect your clients' financial future whether it's income replacement, estate planning, or leaving a legacy.

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August 13, 2019 –
4:00 pm ET

Topic(s): Hybrid Insurance

Double Duty Dollars With Hybrid Insurance
Presented by: Jerry Skapyak

We'll cover the benefits hybrids (Hybrid Life/LTCi & Hybrid Annuity/LTCi) offer for your clients needing help preserving what they've accumulated.

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July 9, 2019 –
4:00 pm ET

Topic(s): Disability Insurance

Disability Insurance: Advanced Planning for Business Owners
Presented by: Kathy Bilodeau

Running a business can be challenging.  Disability Insurance (DI) can help overcome some of those challenges.  We’ll walk you through several creative DI solutions that your small business owners can use to keep their business operating smoothly.

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June 18, 2019 –
4:00 pm ET

Topic(s): Annuities

Protecting Your Clients’ Retirement With Annuities
Presented by: Jerry Skapyak

For Annuity Awareness Month we’ll take you through the different types of annuities and the benefits they offer your clients.

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May 7, 2019 –
4:00 pm ET

Topic(s): Disability Insurance

Protecting Your Clients' Income With Disability Insurance
Presented by: Brian Ciccarelli

Your client’s income is his/her most valuable asset. Imagine a serious injury or illness elimination income – how long could the financial plan hold up? Disability insurance is an income “backup system” for clients’ short-term needs and long-term goals. Learn about some of the ways a solid DI plan can become financial goal protection.

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April 9, 2019 –
4:00 pm ET

Topic(s): Underwriting

Unlocking The Secrets Of Underwriting
Presented by: Jennifer Stiles, ALU, FLMI

We'll take you through specific labs completed during an insurance exam to test organ function and a client’s risk. Learn how pre-underwriting can avoid surprises during the application process and learn what’s changed the underwriting world.

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March 12, 2019 –
4:00 pm ET

Topic(s): Life Insurance

Client Stories and Case Studies: How to Maintain an Inforce Policy
Presented by: Mark Maurer, CFP®

We'll cover the importance of paying premiums on time and options clients have with policy changes. We all know changes occur during the life of an insurance policy, so it’s important to keep all information up to date.

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December 11, 2018 –
4:00 pm ET

Topic(s): Business insurance

20 years of protection with LLIS & how you can help protect your clients' businesses using insurance
Presented by: Mark Maurer, CFP ®

LLIS has been in the business for 20 years! Learn about insurance solutions that can protect your clients' businesses and your own financial planning practice.

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November 13, 2018 –
4:00 pm ET

Topic(s): LTCi

The LTCi 80/20 rule & other helpful ways to save your clients money on LTCi premiums
Presented by: Jill MacNeil

The Long Term Care insurance industry has undergone changes over the years. One thing remains stable: long term care is an important part of maintaining assets and quality of life. We’ll explain what the LLIS’s 80/20 rule with LTCi.

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