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Past Webinars

PAST WEBINARS NOT AVAILABLE FOR CFP® CE CREDIT

Past Webinars

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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November 15, 2022 –
4:00 pm ET

Topic(s): Long Term Care insurance

Planning the Future with LTCi
Presented by: Jill MacNeil

November is Long Term Care Insurance Awareness Month! Learn about the latest news in the LTCi industry. Compare LTCi, Hybrid Life, and Hybrid Annuities to see which solution fits best for your clients.

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October 18, 2022 –
4:00 pm ET

Topic(s): Disability Insurance

Alternative Disability Insurance Solutions
Presented by: Kathy Bilodeau

Sometimes individual disability insurance is not the best option. Your clients might benefit from a Group policy or a combination of both. Learn what options are available when DI is not adequate for your client or when it's just not a good fit.

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September 13, 2022 –
4:00 pm ET

Topic(s): Life Insurance

Keeping Life Insurance Current When Time May Change
Presented by: Mark Maurer, CFP®

September is Life Insurance Awareness Month! David Bowie's said, "I watch the ripples change their size, But never leave the stream," much like your life insurance policy. Whether it's marriage, taking on debt, or having kids, reviewing your existing life insurance policy to adjust to these changes is needed to continue the coverage your clients need.

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August 16, 2022 –
4:00 pm ET

Topic(s): Underwriting

Underwriting Challenges and Best Practices for Life Insurance
Presented by: Jennifer Stiles

Life insurance was considered relevant as the global pandemic continued to threaten people's health in all communities. Therefore life insurance underwriting learned to adapt to the increase in demand. Learn the difference between full, accelerated, and automated underwriting when applying for life insurance.

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July 12, 2022 –
4:00 pm ET

Topic(s): Life Insurance

Leaving a Legacy with Life Insurance
Presented by: Mark Maurer, CFP®

Learn how life insurance can help your clients leave their legacy through charitable planning. How Hybrid Life-Long Term Care policies prevent clients from spending down assets in life, leaving more of those assets to their heirs at death.

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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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