Events
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OneAmerica: Training for Hybrid Life & Annuity LTC
This presentation covers all of the OneAmerica Care Solutions options and sales ideas. Setting up the LTC sale Covering two individuals under one policy Lifetime benefits and the advantages Use of IRA, 401K, 403B to pay for LTC Guaranteed premiums for LTC Convert Non-qualified annuities to tax-free for LTC Dates & Times: Friday, July 17th […]
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North American: Client-Friendly Materials You’ll Love
Clients don't bat an eye about insuring possessions like a car or home. What about their love? Join IP Brokerage and Janelle Peterson to learn what client-friendly marketing pieces and promotional materials will be available in February to share with your clients. Chocolates are eaten and flowers fade away. This Valentine's Day, share how life […]
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American National: The Power of the Safe Harbor 401(k)
Did you know that your target market for a Safe Harbor 401(k) plan may be different than for traditional 401(k) plans? - What is a Safe Harbor plan? - How does it differ from a regular 401(k) plan? - Who are your prospects - What do you say to get their attention? - Why is […]