November 19, 2024 –
4:00 pm ET

Topic(s): LTCi & Hybrids

Preparing for the Future: Long Term Care Insurance and Hybrid Policy Strategies
Presented by: Taylor West

Over the years, traditional Long Term Care insurance (LTCi) has seen many variations while the need for LTC has stayed the same. Learn the options available to your clients and their caregivers.

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October 15, 2024 –
4:00 pm ET

Topic(s): Life insurance underwriting

Insight into Life Insurance Underwriting: Building a Strong Financial Foundation
Presented by: Meisha Brannan

For years underwriting has helped set a base for a person’s insurability with life insurance. In this presentation, we’ll look back at the beginning of the underwriting process, work our way into present day, and venture into future possibilities in underwriting.

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September 10, 2024 –
4:00 pm ET

Topic(s): Life insurance

Assessing Your Insurance Policies for Optimal Protection
Presented by: Mark Maurer, CFP®

Sometimes we hold on to policies longer than expected. Sometimes they fall onto our laps by a family member. Sometimes we run into issues we have no idea how to handle with a policy. This presentation will help you better retain your policies.

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August 13, 2024 –
4:00 pm ET

Topic(s): Annuities

Exploring the Benefits of Annuities
Presented by: Jerry Skapyak

Learn how annuities can be a financial solution to your client's retirement planning. Individuals make either a lump-sum payment or a series of payments to an insurance company. In return, they receive periodic disbursements, offering a reliable income source over a predetermined period or for life.

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July 16, 2024 –
4:00 pm ET

Topic(s): Business Life & DI

Modern Strategies for Employee Retention and Incentives Through Business Life and Disability Protection
Presented by: Mark Maurer, CFP® and Kathy Bilodeau

Business owners have a lot on their mind, insurance should be the last they have to worry about when employees and own family members depend on them. Learn what life insurance and disability insurance plans business owners can benefit from in order to carry out their business succession plans and rewarding their employees.

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May 21, 2024 –
4:00 pm ET

Topic(s): Disability Insurance

Protecting Your Income with Disability Insurance
Presented by: Brian Ciccarelli

Becoming disabled in one’s working years can put a huge strain on financial plans and goals. Securing a customized disability insurance policy as a young professional can provide an invaluable safety net of tax-free benefits in desperate times of need. This presentation will provide real-life scenarios that illustrate the accessibility and necessity of individual disability coverage.

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April 23, 2024 –
4:00 pm ET

Topic(s): Term insurance

Shielding Your Legacy with Life Insurance
Presented by: Mark Maurer, CFP®

Term insurance is a simple and accessible tool to help anyone start their journey towards life insurance protection. It provides coverage for a specific period and can aid your beneficiaries in replacing the lost income. By layering term policies of different amounts, one can tailor life insurance according to their income replacement needs.

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December 12, 2023 –
4:00 pm ET

Topic(s): Life Insurance

Start the New Year with a Life Insurance Policy Review
Presented by: Mark Maurer, CFP®

It’s the end of another year and the start of a new one! Start the new year by reviewing those existing life insurance policies. Learn what questions your clients should ask themselves when reviewing these policies.

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