April 8, 2025 –
4:00 pm ET

Topic(s): Underwriting

A Space Odyssey: Navigating the Mysteries of Underwriting
Presented by: Meisha Brannan

In this webinar, fee-only advisors will explore the four key areas that underwriters examine when assessing risk, providing a deep dive into the essential areas of focus. We will discuss the role of technology and how it acts as a powerful rocket, propelling the underwriting process forward and making it more efficient. We will navigate the “universe” of underwriting paths, learning to distinguish between Automated, Accelerated, and Full underwriting. By the end, you will be equipped to chart your client’s course through the various underwriting stages with precision.

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March 11, 2025 –
4:00 pm ET

Topic(s): Insurance, Retirement

Zero Gravity – Insurance Strategies to Die with Zero
Presented by: Mark Maurer, CFP®

In his book Die with Zero, Bill Perkins outlines his plan for the optimal times and amounts to retire, but even he realizes that insurance must play a part in any financial-planning strategy! We'll lay a foundation of term and disability while clients are accumulating assets and then transition to Long Term Care strategies in the "no-go" years of retirement. We'll also look at creating lifetime income through Immediate Annuities at retirement or layering Deferred Income Annuities along the way.

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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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