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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April 14, 2020 –
4:00 pm ET

Topic(s): Life insurance application

WHY & How Does Technology Impact the Application Process?
Presented by: Jennifer Stiles, ALU, FLMI

Applying for life insurance has changed over the years. We’re here to take you through the steps your clients will go through before they receive their life insurance policy. Jenny will discuss how technology has changed the life insurance industry and the current underwriting changes due to COVID-19.

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December 10, 2019 –
4:00 pm ET

Topic(s): Life Insurance

Insurance Planning For The New Year
Presented by: Mark Maurer, CFP^®

Before the start of the New Year consider reviewing your current coverage with a policy review. We’ll cover what’s needed in order to determine if your clients’ current coverage meets their needs.

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November 5, 2019 –
4:00 pm ET

Topic(s): Long Term Care Insurance

LTCi Awareness Month: Different LTC Concerns
Presented by: Jill MacNeil

While the LTCi industry has changed over the years, we're all aware LTCi is still needed to maintain assets. Learn important LTC stats that impact your clients, how to design a policy, and underwriting changes.

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October 8, 2019 –
4:00 pm ET

Topic(s): Multiple types of insurance

Insurance Riders To Consider
Presented by: Mark Maurer, CFP^®

Learn about various insurance solutions and the additional coverage they have to offer.

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September 17, 2019 –
4:00 pm ET

Topic(s): Life Insurance

Life Insurance Awareness Month: Which Choice Is Best?
Presented by: Mark Maurer, CFP^®

Learn about the various types of life insurance can be used to protect your clients' financial future whether it's income replacement, estate planning, or leaving a legacy.

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August 13, 2019 –
4:00 pm ET

Topic(s): Hybrid Insurance

Double Duty Dollars With Hybrid Insurance
Presented by: Jerry Skapyak

We'll cover the benefits hybrids (Hybrid Life/LTCi & Hybrid Annuity/LTCi) offer for your clients needing help preserving what they've accumulated.

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July 9, 2019 –
4:00 pm ET

Topic(s): Disability Insurance

Disability Insurance: Advanced Planning for Business Owners
Presented by: Kathy Bilodeau

Running a business can be challenging.  Disability Insurance (DI) can help overcome some of those challenges.  We’ll walk you through several creative DI solutions that your small business owners can use to keep their business operating smoothly.

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June 18, 2019 –
4:00 pm ET

Topic(s): Annuities

Protecting Your Clients’ Retirement With Annuities
Presented by: Jerry Skapyak

For Annuity Awareness Month we’ll take you through the different types of annuities and the benefits they offer your clients.

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