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Past Webinars

PAST WEBINARS NOT AVAILABLE FOR CFP® CE CREDIT

Past Webinars

October 6, 2020 –
4:00 pm ET

Topic(s): Perm Life Insurance

WHY Are There So Many Life Insurance Uses? (part 2)
Presented by: Mark Maurer, CFP®

Continuing with the many uses of life insurance, we’ll extend our exploration to potential regulatory changes in indexed policies, recent tax changes and their impact on insurance planning, and the use of life insurance for retirement plans.

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September 8, 2020 –
4:00 pm ET

Topic(s): Term & Perm Life Insurance

WHY Are There So Many Life Insurance Uses? (part 1)
Presented by: Mark Maurer, CFP ®

For Life Insurance Awareness Month, we’ll explore many of the uses for a life insurance policy -- from income replacement to estate planning.

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August 11, 2020 –
4:00 pm ET

Topic(s): Underwriting

WHY do Life Insurance Rate Classes Matter?
Presented by: Jennifer Stiles, ALU, FLMI

Learn how comprehensive pre-underwriting can avoid unwanted surprises or declines. We'll detail the various areas of underwriting and the aspects of your clients’ health that determines whether their policy is issued at super preferred or standard.

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July 14, 2020 –
4:00 pm ET

Topic(s): Annuities

WHY Are There So Many Annuity Choices?
Presented by: Jerry Skapyak, LUTCF

For Annuity Awareness Month, we'll take you through the various types of fixed annuities and highlight the differences between them. We'll explore which clients should consider purchasing an annuity and the benefits of each type. Do you have clients who already own annuities? We'll show you the process of an annuity review for an assessment of the annuity (beneficiaries, performance, company ratings, and comparison to other solutions) and recommended course of action based on current need and vision for the future. Did you know that LLIS never charges you or your clients for policy reviews of any type?

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June 9, 2020 –
4:00 pm ET

Topic(s): Business Disability Insurance

WHY Protect Your Business with Disability Insurance?
Presented by: Kathy Bilodeau

As a business owner, it’s important to protect your business and your employees. Disability insurance can keep the doors open and retain employees in the event a business owner or key employee becomes ill or injured.

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May 12, 2020 –
4:00 pm ET

Topic(s): Individual Disability Insurance

WHY Protect Your Income with Disability Insurance?
Presented by: Brian Ciccarelli

It’s important to protect your loved ones. Protecting your biggest asset (your income) is a start. We’ll take you through the steps of building a policy to safeguard your paycheck with tax-free benefits, ensuring life’s big things (retirement and student loan debt) and little things (vacations, child’s baseball registration) don’t fall behind. We’ll break down all the choices and options DI policies offer.

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April 14, 2020 –
4:00 pm ET

Topic(s): Life insurance application

WHY & How Does Technology Impact the Application Process?
Presented by: Jennifer Stiles, ALU, FLMI

Applying for life insurance has changed over the years. We’re here to take you through the steps your clients will go through before they receive their life insurance policy. Jenny will discuss how technology has changed the life insurance industry and the current underwriting changes due to COVID-19.

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December 10, 2019 –
4:00 pm ET

Topic(s): Life Insurance

Insurance Planning For The New Year
Presented by: Mark Maurer, CFP®

Before the start of the New Year consider reviewing your current coverage with a policy review. We’ll cover what’s needed in order to determine if your clients’ current coverage meets their needs.

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November 5, 2019 –
4:00 pm ET

Topic(s): Long Term Care Insurance

LTCi Awareness Month: Different LTC Concerns
Presented by: Jill MacNeil

While the LTCi industry has changed over the years, we're all aware LTCi is still needed to maintain assets. Learn important LTC stats that impact your clients, how to design a policy, and underwriting changes.

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