Calendar of Events
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2 events,
Pacific Life: State of the Consumer with a Focus on Women, Money, and Retirement with Jean Chatzky
Pacific Life: State of the Consumer with a Focus on Women, Money, and Retirement with Jean Chatzky
Join this live webinar when Jean Chatzky―author, co-founder of HerMoney.com, and former financial editor at NBC Today—shares insights about what women need and want from their finances. Be one of the first to hear how consumers currently feel about retirement and how you as a financial professional can help ease their financial stress. Additionally, Jean will […]
Lincoln Financial Group: Exclusive 2022 GA Vision Series Kickoff Meetings
Lincoln Financial Group: Exclusive 2022 GA Vision Series Kickoff Meetings
Each session will feature informative, thought provoking presentations from key Lincoln specialists designed to help you REIGNITE your 2022. Session #1: Lincoln's Life Products - Your Go-To in '22 Date & Time: Thursday, March 10th at 10:00 AM Eastern / 9:00 AM Central Register. Session #2: Lincoln’s Annuity and Long-term Care Solutions - REignite Your Practice Date & Time: Thursday, March 17th at […]
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OneAmerica: Hybrid Life & Annuity LTC Training
OneAmerica: Hybrid Life & Annuity LTC Training
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details... - Setting up the LTC sale - Covering two individuals under one policy - Lifetime benefits and the advantages - Use of IRA, 401k, 403b to pay […]
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Securian Financial: Coming Soon – SecureCare III
Securian Financial: Coming Soon – SecureCare III
We heard you. And built the long-term care (LTC) solution you want: SecureCareâ„¢ III, a hybrid LTC plan built on a nonparticipating whole life insurance policy. It has all the things you love about its predecessor — a cash indemnity benefit for LTC with no fine print or restrictions about how it can be used […]
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John Hancock: Intergenerational Split Dollar and Recent Court Rulings
John Hancock: Intergenerational Split Dollar and Recent Court Rulings
Join Advanced Markets’ Kevin Blanton, Associate Counsel, and Ana Medinaceli, Director, as they dive into the world of intergenerational split dollar. They’ll discuss what Levine and other monumental court cases say, and perhaps what they don’t say, as well as when intergenerational split dollar might make sense or when other planning options should be considered. […]