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Past Webinars

Past Webinars

December 12, 2017 –
4:00 pm ET

Topic(s): Policy reviews (multiple types of ins)

End of Year Policy Review
Presented by: Mark Maurer, CFP®, President & CEO

We’ve heard it before “new year, new me”. Before your clients start the new year, help them review their current assets and income. Policy reviews can reveal gaps in coverage. We’ll cover what to do with cash value life insurance policies and the consequences of withdrawing vs. taking a loan from a perm policy.

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November 14, 2017 –
4:00 pm ET

Topic(s): LTCi

Long Term Care Insurance Awareness Month: The Long and Short of LTCi
Presented by: Jill MacNeil, Long Term Care Specialist

Long Term Care is an important part of maintaining assets and quality of life. The LTCi industry has changed over the years with few companies offering traditional policies and limiting benefit options. Join us for this important long term care insurance awareness month presentation to learn how your clients can protect their assets and lifestyle in retirement.

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October 10, 2017 –
4:00 pm ET

Topic(s): Multiple types of insurance

Scary Insurance Challenges
Presented by: Mark Maurer, CFP®, President & CEO

Think stay-at-home parents, sports figures, and high net worth clients are insurance challenges? Learn how you can take this challenge head on and help your clients create an effect plan of action.

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September 19, 2017 –
4:00 pm ET (Rescheduled from 9/12 due to Hurricane Irma)

Topic(s): life insurance (term and perm)

Life Insurance Awareness Month: What Options Are Best for Your Clients?
Presented by: Mark Maurer, CFP®, President & CEO

Life insurance helps protect your clients’ financial future and plan for the day they are no longer here to protect their loved ones. Learn about the different types and strengths of life insurance and when certain policies may meet your client’s particular planning needs.

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August 8, 2017 –
4:00 pm ET

Topic(s): Life insurance & Annuities

What are low-load policies and what can they do?
Presented by: Mark Maurer, CFP®, President & CEO

Explore the benefits of Low-Load vs. Commissioned insurance.

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June 13, 2017 –
4:00 pm ET

Topic(s): Annuities

Annuity Awareness Month: Insurance Planning with Immediate, Deferred & Hybrid Annuities
Presented by: Jerry Skapyak, LUTCF, Annuity Specialist

Your client has an annuity, now what? We’ll take you through the various questions you and your clients may have on annuities. What are the different types of annuities? What are their benefits and what is guaranteed? What makes one different from the other? Who should consider purchasing an annuity?

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May 9, 2017 –
4:00 pm ET

Topic(s): Disability

Disability Insurance Awareness Month: Help Protect Your Clients’ Paycheck
Presented by: Kathy Bilodeau, Disability & Critical Care Specialist

Disability insurance can be complicated with all the choices and moving parts. Complicated doesn’t mean it’s not necessary. Learn the importance of different occupation definitions and rider options. New coverage options for your clients who are just starting out their careers and those protecting retirement contributions.

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April 11, 2017 –
4:00 pm ET

Topic(s): Business insurance & Success planning

How To Protect A Business - For Your Clients and You
Presented by: Mark Maurer, CFP®

Learn to protect your small business owner clients with effective tools such as Key Person, Succession Planning & DI Buyout Solutions.

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March 14, 2017 –
4:00 pm ET

Topic(s): Underwriting

Innovation of Life Insurance Underwriting
Presented by: Jenny Stiles, Supervisor, New Business

No one likes unexpected surprises. Learn how comprehensive pre-underwriting can avoid surprises and declines. We’ll take you through your clients’ pre-underwriting and application process in under one hour. Exploring various areas of underwriting for different insurance solutions.

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