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PAST WEBINARS NOT AVAILABLE FOR CFP® CE CREDIT
May 16, 2023 –
4:00 pm ET
Topic(s): Disability Insurance
What is Blooming in Disability Insurance?
Presented by: Kathy Bilodeau
May is Disability Awareness Month so What is Blooming in Disability Insurance? This month we'll cover special features/benefits available with disability insurance carriers and how policies can be customized, whether on a group or individual basis.
Video is not currently available.
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.
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.
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.
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.
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.
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.
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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