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Past Webinars

PAST WEBINARS NOT AVAILABLE FOR CFP® CE CREDIT

Past Webinars

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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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