July 16, 2024 –
4:00 pm ET

Topic(s): Business Life & DI

Modern Strategies for Employee Retention and Incentives Through Business Life and Disability Protection
Presented by: Mark Maurer, CFP® and Kathy Bilodeau

Business owners have a lot on their mind, insurance should be the last they have to worry about when employees and own family members depend on them. Learn what life insurance and disability insurance plans business owners can benefit from in order to carry out their business succession plans and rewarding their employees.

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May 21, 2024 –
4:00 pm ET

Topic(s): Disability Insurance

Protecting Your Income with Disability Insurance
Presented by: Brian Ciccarelli

Becoming disabled in one’s working years can put a huge strain on financial plans and goals. Securing a customized disability insurance policy as a young professional can provide an invaluable safety net of tax-free benefits in desperate times of need. This presentation will provide real-life scenarios that illustrate the accessibility and necessity of individual disability coverage.

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April 23, 2024 –
4:00 pm ET

Topic(s): Term insurance

Shielding Your Legacy with Life Insurance
Presented by: Mark Maurer, CFP®

Term insurance is a simple and accessible tool to help anyone start their journey towards life insurance protection. It provides coverage for a specific period and can aid your beneficiaries in replacing the lost income. By layering term policies of different amounts, one can tailor life insurance according to their income replacement needs.

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December 12, 2023 –
4:00 pm ET

Topic(s): Life Insurance

Start the New Year with a Life Insurance Policy Review
Presented by: Mark Maurer, CFP®

It’s the end of another year and the start of a new one! Start the new year by reviewing those existing life insurance policies. Learn what questions your clients should ask themselves when reviewing these policies.

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November 14, 2023 –
4:00 pm ET

Topic(s): Long Term Care insurance

Long Term Care Insurance Awareness Month (and Hybrids)
Presented by: Jill MacNeil

Tune in to find out what you need to know about long term care insurance and hybrid policies. Learn how these solutions can help your clients with their retirement strategies.

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October 10, 2023 –
4:00 pm ET

Topic(s): Long Term Care Insurance

California Dreamin’ – about LTC
Presented by: Mark Maurer, CFP®

Following Washington state’s lead, more states are exploring a statewide Long Term Care program, which may be funded via payroll taxes. This presentation will be valuable for fee-only advisors who reside and/or have clients in these states, but also help map out how other states could handle a LTC program.

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September 14, 2023 –
4:00 pm ET

Topic(s): Life Insurance

Life Insurance Awareness Month: Learn How Term Can Serve Your Clients
Presented by: Taylor West

September is Life Insurance Awareness Month! This month we’ll cover the importance of life insurance to protect your loved ones financially.

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August 8, 2023 –
4:00 pm ET

Topic(s): Underwriting

The Application and Underwriting Processes - Paper applications to AI
Presented by: Jennifer Stiles

Over the past few years the life insurance application process and underwriting has seen a dramatic change. Learn what information is needed when applying for life insurance and what possible changes can occur in the future.

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