November 14, 2023 –
4:00 pm ET

Topic(s): Long Term Care insurance

Long Term Care Insurance Awareness Month (and Hybrids)
Presented by: Jill MacNeil

Tune in to find out what you need to know about long term care insurance and hybrid policies. Learn how these solutions can help your clients with their retirement strategies.

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October 10, 2023 –
4:00 pm ET

Topic(s): Long Term Care Insurance

California Dreamin’ – about LTC
Presented by: Mark Maurer, CFP®

Following Washington state’s lead, more states are exploring a statewide Long Term Care program, which may be funded via payroll taxes. This presentation will be valuable for fee-only advisors who reside and/or have clients in these states, but also help map out how other states could handle a LTC program.

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September 14, 2023 –
4:00 pm ET

Topic(s): Life Insurance

Life Insurance Awareness Month: Learn How Term Can Serve Your Clients
Presented by: Taylor West

September is Life Insurance Awareness Month! This month we’ll cover the importance of life insurance to protect your loved ones financially.

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August 8, 2023 –
4:00 pm ET

Topic(s): Underwriting

The Application and Underwriting Processes - Paper applications to AI
Presented by: Jennifer Stiles

Over the past few years the life insurance application process and underwriting has seen a dramatic change. Learn what information is needed when applying for life insurance and what possible changes can occur in the future.

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July 18, 2023 –
4:00 pm ET

Topic(s): Disability Insurance

Protecting Your Business with Life and Disability Insurance
Presented by: Brian Ciccarelli

Protecting yourself with life insurance and your assets with disability insurance is just the start when you’re a business owner. Learn how business owners can boost security and peace of mind in protecting their business and employees with disability and life insurance.

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June 6, 2023 –
4:00 pm ET

Topic(s): Annuities

Cruise Into Retirement with Annuities
Presented by: Jerry Skapyak

June is National Annuity Awareness Month! Learn how annuities could help your clients reach their retirement goals.

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May 16, 2023 –
4:00 pm ET

Topic(s): Disability Insurance

What is Blooming in Disability Insurance?
Presented by: Kathy Bilodeau

May is Disability Awareness Month so What is Blooming in Disability Insurance? This month we'll cover special features/benefits available with disability insurance carriers and how policies can be customized, whether on a group or individual basis.

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December 13, 2022 –
4:00 pm ET

Topic(s): Life Insurance

Insurance Mistakes to Avoid in the New Year
Presented by: Mark Maurer, CFP®

Start the new year fresh but with the coverage you already have. We’ll cover the importance of paying premiums on time and options clients have with policy changes. Your clients' insurance policy may have started with an original plan that has since changed. Learn what common changes can benefit from a policy review and what to do to keep all information up to date.

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