September 18, 2018 –
4:00 pm ET

Topic(s): life insurance (term and perm)

Top 20 reasons to have an individual life insurance policy
Presented by: Mark Maurer, CFP®

Life insurance helps protect your clients’ financial future and plan for the day they are no longer here to protect their loved ones. We’ll list and discuss 20 reasons why life insurance is needed.

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August 14, 2018 –
4:00 pm ET

Topic(s): Hybrids

20 Useful Facts of Hybrid/LTC Insurance Policies
Presented by: Jerry Skapyak, LUTCF

Hybrids = ABCs (asset based care solutions). Explore insurance combinations for clients who don’t want traditional long term care insurance.

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June 12, 2018 –
4:00 pm ET

Topic(s): Annuities

20 critical pieces of information needed for a fixed annuity quote
Presented by: Jerry Skapyak, LUTCF

We’ll take you through the necessary questions you and your clients may have on annuities. What are the different types of annuities? Why does gender matter? How are benefits paid out to joint annuitants? How do you choose between single premium deposit and installments?

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May 8, 2018 –
4:00 pm ET

Topic(s): Disability

20 ways to tailor a disability policy to your client's needs and budget
Presented by: Kathy Bilodeau

Be sure your clients and businesses are protected in the event of a disability.  Learn how to customize disability insurance plans using occupation definitions, special features and various riders.

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April 10, 2018 –
4:00 pm ET

Topic(s): Multiple insurance solutions

20-something: The right age for your clients to start thinking about insuring their lives and futures
Presented by: Mark Maurer, CFP®

Start your clients on the right foot. Lock in your clients’ insurability while they’re young.

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March 13, 2018 –
4:00 pm ET

Topic(s): Underwriting

20 things your clients should know before an insurance exam
Presented by: Jenny Stiles, Supervisor, New Business

Insurance companies must assess your client’s current health before issuing a policy. Learn how comprehensive pre-underwriting can avoid those declines, how knowing insurance company sweet spots will save them money, take you through your clients’ pre-underwriting and application process, and provide you with helpful hints for the best results.

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December 12, 2017 –
4:00 pm ET

Topic(s): Policy reviews (multiple types of ins)

End of Year Policy Review
Presented by: Mark Maurer, CFP^®, President & CEO

We’ve heard it before “new year, new me”. Before your clients start the new year, help them review their current assets and income. Policy reviews can reveal gaps in coverage. We’ll cover what to do with cash value life insurance policies and the consequences of withdrawing vs. taking a loan from a perm policy.

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November 14, 2017 –
4:00 pm ET

Topic(s): LTCi

Long Term Care Insurance Awareness Month: The Long and Short of LTCi
Presented by: Jill MacNeil, Long Term Care Specialist

Long Term Care is an important part of maintaining assets and quality of life. The LTCi industry has changed over the years with few companies offering traditional policies and limiting benefit options. Join us for this important long term care insurance awareness month presentation to learn how your clients can protect their assets and lifestyle in retirement.

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October 10, 2017 –
4:00 pm ET

Topic(s): Multiple types of insurance

Scary Insurance Challenges
Presented by: Mark Maurer, CFP^®, President & CEO

Think stay-at-home parents, sports figures, and high net worth clients are insurance challenges? Learn how you can take this challenge head on and help your clients create an effect plan of action.

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