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PAST WEBINARS NOT AVAILABLE FOR CFP® CE CREDIT
December 8, 2020 –
4:00 pm ET
Topic(s): Life Insurance and Disability Insurance
WHY Keep Your Insurance Policies Current?
Presented by: Mark Maurer, CFP®
Life is full of changes and, luckily, your clients’ life insurance and disability insurance policies can adjust to keep up with those changes. We’ll go through the process of maintaining each type of insurance, the life events that trigger a review, and important DOs and DON’Ts.
November 10, 2020 –
4:00 pm ET
Topic(s): Traditional LTCi & Hybrids
WHY is Long Term Care Insurance Essential?
Presented by: Jill MacNeil
There's no better time than Long Term Care Awareness month to learn how traditional LTCi and Hybrids can benefit your clients and their retirement plans, and which solutions work best for different client needs and goals.
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.
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.
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.
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?
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.
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.
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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