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PAST WEBINARS NOT AVAILABLE FOR CFP® CE CREDIT
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.
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.
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.
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.
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.
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.
September 14, 2021 –
4:00 pm ET
Topic(s): Life Insurance Underwriting
What’s New In Life Insurance Underwriting?
Presented by: Jennifer Stiles
In the past year, a lot has happened in life insurance. Tune in to hear the most up-to-date information you need to know for you and your clients. Learn about travel restrictions, labs for underwriting, and changes to the accelerated process.
August 10, 2021 –
4:00 pm ET
Topic(s): Life insurance, Disability Insurance
Recognizing Insurance Riders in Life and DI
Presented by: Mark Maurer, CFP® & Kathy Bilodeau
Insurance policy riders add benefits when the time comes to make a claim on your client’s life, long-term care, disability and critical illness insurance. Learn what they are and how beneficial they can be.
July 13, 2021 –
4:00 pm ET
Topic(s): Annuities
Your Ultimate Guide to Annuities
Presented by: Jerry Skapyak
There are three types of annuities we work with: Fixed deferred, indexed, and immediate. We’ll take you through these different types of annuities and the benefits they offer your clients.
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