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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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?

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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.

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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.

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