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Past Webinars

PAST WEBINARS NOT AVAILABLE FOR CFP® CE CREDIT

Past Webinars

September 13, 2022 –
4:00 pm ET

Topic(s): Life Insurance

Keeping Life Insurance Current When Time May Change
Presented by: Mark Maurer, CFP®

September is Life Insurance Awareness Month! David Bowie's said, "I watch the ripples change their size, But never leave the stream," much like your life insurance policy. Whether it's marriage, taking on debt, or having kids, reviewing your existing life insurance policy to adjust to these changes is needed to continue the coverage your clients need.

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August 16, 2022 –
4:00 pm ET

Topic(s): Underwriting

Underwriting Challenges and Best Practices for Life Insurance
Presented by: Jennifer Stiles

Life insurance was considered relevant as the global pandemic continued to threaten people's health in all communities. Therefore life insurance underwriting learned to adapt to the increase in demand. Learn the difference between full, accelerated, and automated underwriting when applying for life insurance.

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July 12, 2022 –
4:00 pm ET

Topic(s): Life Insurance

Leaving a Legacy with Life Insurance
Presented by: Mark Maurer, CFP®

Learn how life insurance can help your clients leave their legacy through charitable planning. How Hybrid Life-Long Term Care policies prevent clients from spending down assets in life, leaving more of those assets to their heirs at death.

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June 14, 2022 –
4:00 pm ET

Topic(s): Annuities

Turn Savings into Retirement Income with Annuities
Presented by: Jerry Skapyak

June is National Annuity Awareness Month! We'll educate you on three types of annuities we work with: Fixed deferred, indexed, and immediate. Learn which solutions aid your clients into retirement and which have a bad reputation.

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May 17, 2022 –
4:00 pm ET

Topic(s): Disability Insurance

How to Replace Lost Income if Disabled
Presented by: Kathy Bilodeau

May is Disability Insurance Awareness Month! Did you know that 1 in 4 of today’s 20-year-olds will become disabled at some point in their career? Learn how a DI policy can be customized for clients from the youngest individual to the more seasoned and highly trained professionals.

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December 14, 2021 –
4:00 pm ET

Topic(s): Hybrid Life & Annuity, Life Insurance

Insuring Who You Love with Joint Coverage
Presented by: Mark Maurer, CFP®

Most couples like to share, and in this session, we will cover Hybrids' benefits (Hybrid Life/LTCi & Hybrid Annuity/LTCi) that can help your clients preserve what they've accumulated.

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December 7, 2021 –
4:00 pm ET

Topic(s): Long Term Care Insurance

Is Your State Next? WA’s LTC Trust Act
Presented by: Tom Fridrich JD, CLU, ChFC

WA state has a spotlight on itself when it comes to long term care insurance (LTCi). But what does this mean for the rest of the U.S.? Learn about the recent updates with WA state law, what other states are contemplating and what it means for the LTCi industry.

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November 16, 2021 –
4:00 pm ET

Topic(s): Long Term Care Insurance

Comparing Your Long Term Care insurance Options
Presented by: Jill MacNeil

The traditional LTCi industry has seen many changes over the years. So what options are out there for your clients and their caregivers? Learn when the right time is to get LTCi and see side-by-side comparisons for cost and benefits.

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October 19, 2021 –
4:00 pm ET

Topic(s): Various Insurance

Spooky Insurance Questions You Were Afraid to Ask
Presented by: Mark Maurer, CFP®

Over the years, we've heard plenty of questions from advisors and their clients. In this session, we're dedicating to answer the most common and frequent ones we've listened to and read.

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