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Past Webinars

Past Webinars

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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December 13, 2016 –
4:00 pm ET

Topic(s): term insurance, pension max, the role of insurance in charitable giving

'Tis the Season of Giving and Layering
Presented by: Mark Maurer, CFP®, President & CEO

Andy Williams sang it: "It's the most wonderful time of the year." People are in the giving spirit. They're thinking about charitable donations. And taxes. We'll explore charitable giving using insurance, and how can you maximize your clients' pensions and minimize their taxes. They're also protecting themselves with layers of clothes. We'll show you how they can also layer their insurance protection, saving money and covering themselves with the right amounts at the right times. 

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November 8, 2016 –
4:00 pm ET

Topic(s): LTCi

Long Term Care Insurance Awareness Month: Because Healthcare Costs Continue to Rise
Presented by: Mark Maurer, CFP®, President & CEO

"I don’t want to pay for something I may never use." We've heard it. You've probably heard it. But do your clients want to pay for the costs of their long term care if it's needed? Even clients who have been good savers may not be able to afford three years of long term care as costs continue to rise. Especially if they want to preserve a nest egg or leave something for their loved ones. And your younger clients probably think they don't need to worry about LTC. Filial support laws mean they do. Join us for this important long term care insurance awareness month presentation to learn how your clients may be at risk. 

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September 13, 2016 –
4:00 pm ET

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

Life Insurance Awareness Month: When Clients Don't Want to Talk About Death
Presented by: Mark Maurer, CFP®, President & CEO

It's a hard topic for most people. Planning for the day you die and are no longer here to protect your loved ones. But it's among the most important conversations in life, and one you'll probably have with most of your clients in their planning. Are they concerned about covering final expenses? Do they worry that their family would be financially devastated if they died suddenly? Do they think they can't afford life insurance? Do they hate the thought of keeping up with policies and premiums? Life insurance awareness month is the ideal time to brush up on this taboo topic. 

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August 9, 2016 –
4:00 pm ET

Topic(s): Group life & DI enrollment, DI Student Loan Protection, Term conversion

A Season of Change: Protecting the Planning
Presented by: Mark Maurer, CFP®, President & CEO

Fall leaves go from green to red, orange, and yellow. It's a season of change in nature. And in your clients' lives: back to school, open enrollment, and countless other transitions. Have their lives and plans worked out as they expected? They may need you to help them make changes to their plans. 

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July 12, 2016 –
4:00 pm ET

Topic(s): Annuities, Hybrids

Independence Day! Help Your Clients Celebrate Independence from Worry
Presented by: Jerry Skapyak, LUTCF, Annuity Specialist

Independence Day is typically celebrated with fireworks, BBQs, the American flag, and parades. Freedom! But are your clients free from worry about living too long? Fluctuations in the market? Spending down their assets? Leaving a legacy? You can help them declare their freedom from these worries.

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June 14, 2016 –
4:00 pm ET

Topic(s): Policy reviews (multiple types of insurance), Annuities

Juno, the Goddess of Marriage & Childbirth: Time For a Beneficiary Change?
Presented by: Mark Maurer, CFP®, President & CEO

Weddings and babies are among the happiest times in our lives. So who wants to think about dying while we celebrate? No one. But someone has to think about it to avoid financial disaster. Whether your clients are dual income families with children, DINKS, SINKS, or breadwinner/stay-at-home couple, there are life triggers that should prompt policy reviews. 

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May 10, 2016 –
4:00 pm ET

Topic(s): Disability

Disability Insurance Awareness Month: Time to Ensure Your Clients' Paychecks are Protected
Presented by: Kathy Bilodeau, Disability Specialist

Disability insurance is complicated. There are a lot of choices and moving parts. Are your HNW clients' incomes protected with their group DI? Are your clients maxed out on DI, but still not fully protected? Will the bills stop if they're disabled from an illness or injury? Learn how to protect their paychecks if they're among the 1 in 4 Americans who will become disabled before they retire. 

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