(877) 254-4429
(877) 254-4429
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?
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.
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.
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.
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.
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.
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.
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.
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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