Learn how North American's Quick Quotes process works as well as tips for getting the most accurate risk assessment. We will review some standard medical conditions, such as diabetes and cancer and give suggestions on what information to provide. Getting a preliminary assessment will help avoid having to go back to your client and ask […]
Advances in the Underwriting Process Wednesday, December 16th at 2pm -Innovations in underwriting and how they can make a difference for you in 2016 -Our view on an evolving industry and ever-changing marketplace -2015 initiatives in case you missed them Click here to register Phone: 860-970-0010 Access Code: 124-772-593
Generation Matters Webinar Invite January 6, 2016 12:30 pm 888-535-6454 code: 6472501#
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Join us for 1 hour of Continuing Education Credit on the topic of: Draft a Plan to Help Protect Business Owners Presented by: Margaret Tomaka, Executive Vice President, Specific Solutions 2 Sessions Available: 9am - 10am (8:30am sign in) OR 1pm - 2pm (12:30pm sign in) RSVP to Lara @ lmacfarlane@specific solutions.com OR 716-632-7777 x […]
Click here to register Join Prudential for a one-hour webinar on Monday, February 1 at 2:00pm EST If you have clients with substantial assets that would benefit from gifting to fund irrevocable life insurance trusts (ILITs), you may be interested in a Spousal Lifetime Access Trust (SLAT) for your affluent clients and, if so, you […]
Click here to register Join Lincoln life for a 1 hour webinar on Tuesday, February 2nd at 1:00pm EST Meeting Number: 747 629 548 Participant dial-in number: (844) 402-9941 Participant International Dial-In Number: (531) 289-2931 Meeting link: https://lincolnfinancial.webex.com/lincolnfinancial/j.php?MTID=mcb1f2219efc572bd85a914d451d7dc19
Join Prudential for a Live Webinar Tuesday, February 16, 2016 2pm-3pm Click here to register
Join Specific Solutions and Pacific Life for 2 hours of continuing education on February 23, 2016! Available in 2 sessions: 9am-11am (with 8:30am registration) OR 1pm-3pm (with 12:30pm registration) Owner RMDs from IRAs (1 hour) Certain clients may not want to take their RMDs (Required Minimum Distributions) at 70½. Review the rules governing owner RMDs, […]
In this training webinar, we will review the New York LTC product changes & new pricing along with changes to the Underwriting process. We will discuss: - Detailed Product changes - NY Partnership and PC Flex 3 Enhanced - Competitive Analysis with new pricing - Transition Rules and deadlines for submitting current pricing (April 4th) […]