Product complexity in today’s marketplace can be completely overwhelming to the consumer. Even highly successful producing agents can have difficulty keeping up with new developments. In this one-hour session, Dan Foley, Senior Vice President, Marketing, simplifies the complications to facilitate comparing different types of permanent policies. He’ll provide five things to consider when deciding which […]
Most advisors are not proactive with "Extended Care" planning with their clients. The biggest reason typically is they don't feel confident enough to speak about Long Term Care policies. LTC is a critical component of retirement planning. I will help train advisors on the basics of a Long Term Care plan. --Learn the Basics of […]
Most advisors are not proactive with "Extended Care" planning with their clients. The biggest reason typically is they don't feel confident enough to speak about Long Term Care policies. LTC is a critical component of retirement planning. I will help train advisors on the basics of a Long Term Care plan. --Learn the Basics of […]
May is Disability Awareness Month! -Get the Basics on Individual Disability Presented by: Assurity Life Register Here
Do you know clients who have loved ones with special needs? For those clients, planning to ensure their loved ones have the best quality of life possible is often a […]
Did you know that 22% of your clients are likely to transfer wealth to their loved ones over the next decade? When that wealth changes hands, the vast majority of […]
Businesses across industries small and large want to recruit and retain top executives who are instrumental in growing the company. Executive compensation strategies that employ life insurance can reward and […]
Life Settlements are Thriving! - ONE CE CREDIT AVAILABLE The demand for life settlements is surging as seniors are realizing the benefits of reevaluating their life insurance strategy. Join us […]
LTC Planning & Product Training -How to position LTC as a Retirement Planning Tool --LTC Statistics --Cost of Care and impact to client's Family & Finances --Simple 3-Step LTC Sales […]
Get the edge on estate planning Doug and Chris will discuss, via livestream, “The Platinum Age of Estate Planning” and the importance for clients to act now to leave a […]