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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June 8, 2021 –
4:00 pm ET

Topic(s): Group LTD & STD Insurance, Individual STD, Lloyd’s and Critical Illness

Understanding Specialty Specific Disability Coverage
Presented by: Kathy Bilodeau

You may run across a client with particular needs and find it hard to adequately cover them—someone who may not be covered by disability insurance or qualify for disability insurance. The presentation will share some special cases that need more than the average insurance coverage.

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May 25, 2021 –
4:00 pm ET

Topic(s): Disability Insurance

Protecting Your Most Valuable Asset with Disability Insurance
Presented by: Brian Ciccarelli

Using disability insurance to protect your client’s income can be a vital addition to their portfolio should they become sick or injured. Learn about other protection plans for young professionals, the importance of different occupation definitions, and rider options.

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May 11, 2021 –
4:00 pm ET

Topic(s): Disability insurance

Individual Disability Insurance: Underwriting Basics
Presented by: Saylom Thorpe

Our guest speaker will compare underwriting disability and life insurance. What risk factors are of primary importance in underwriting disability? Which determinants affect occupation class?

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April 13, 2021 –
4:00 pm ET

Topic(s): Annuities

Accurately Handling Inherited Annuities
Presented by: Mark Maurer, CFP^®

Handling inherited annuities comes with specific rules and options. We’ll discuss the different rules for spouse and non-spouse inheritors. We’ll also take a look at the difference in inherited non-qualified annuities or qualified annuities and the impact of recent changes via the Secure Act.

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February 24, 2021 –
4:00 pm ET

Topic(s): Life Insurance Underwriting

The Ins and Outs of Life Insurance Underwriting
Presented by: Jennifer Stiles, ALU, FLMI

Learn the step-by-step process your clients take when they apply for a life insurance. Included will be the most recent changes on how technology and the global pandemic has impacted the life insurance industry.

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February 23, 2021 –
4:00 pm ET

Topic(s): Disability Insurance, DI Underwriting

What You Need to Know About Disability Insurance and its Underwriting
Presented by: Bob Herman, CLU®

Fee-only financial advisors must have a better understanding of the foundation of disability insurance in a format that is easy to understand. This foundation will provide the confidence to have a meaningful conversation with any client.

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February 22, 2021 –
4:00 pm ET

Topic(s): LTCi, Permanent Life, Underwriting

How the Impact of COVID-19 Changed the Insurance Industry
Presented by: Mark Maurer, CFP^®

2020 brought many changes and the insurance world was no exception. While the world was on lockdown, insurance companies discovered new ways to accelerate the insurance application process. Learn about the changes in life and disability insurance applications, LTCi, and to section 7702 guidelines for permanent life insurance.

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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.

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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.

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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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