Calendar of Events
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Asset-Based LTC
Asset-Based LTC
Did you know that Asset-Care® can provide your clients with these guarantees? - Their cash value will grow. - They'll have a legacy to leave to heirs if they don't need long-term care (LTC). - Their assets and retirement income will be better protected if they do need LTC. Your clients can reposition assets or […]
1 event,
OneAmerica training: Hybrid life & annuity LTC
OneAmerica training: Hybrid life & annuity LTC
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 45 minutes and will cover the following details... 1) Setting up the LTC sale 2) Covering two individuals under one policy 3) Lifetime benefits and the advantages 4) Use of IRA, 401k, 403b to pay […]
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Upselling Retirement
Upselling Retirement
Retirement planning is a popular sales concept with index universal life. But are you considering ALL of your clients’ needs? Join Tom Martin, Senior Life Product & Competition Analyst, and discover in this session how to better meet your client’s needs, create a more compelling illustration and generate more compensation. Register Here
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1 event,
Legacy Care® Uses
Legacy Care® Uses
OneAmerica Deep Dive Webinar Series Legacy Care® Uses: Dig into the different uses for Legacy Care, including the Chronic Illness Rider for clients in care, the transfer annuity process and more. Register Here
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Open NEW DOORS with our new IUL and Lincoln Specialty Markets
Open NEW DOORS with our new IUL and Lincoln Specialty Markets
Are you a financial professional who wants to be in the know and have access to the latest industry trends, goals-based planning strategies, and opportunities that will drive new business? Then you’ve come to the right place. Please complete the form to join the Lincoln ONEmeeting webinar and receive the value-add follow-up. Open NEW DOORS with […]
4 events,
Asset-Based LTC
Asset-Based LTC
Did you know that Asset-Care® can provide your clients with these guarantees? - Their cash value will grow. - They'll have a legacy to leave to heirs if they don't need long-term care (LTC). - Their assets and retirement income will be better protected if they do need LTC. Your clients can reposition assets or […]
All You Need To Know About Whole Life
All You Need To Know About Whole Life
Are you new to whole life insurance or looking for a refresher? Join us for our webinar called "The Value of Life Insurance—Whole Life 101," which provides a great overview of whole life and can answer many of the general questions you might have. There will be plenty of time to answer any questions you […]
So You Want to Sell Pensions: Part Three
So You Want to Sell Pensions: Part Three
Join us for a new three part series, From Prospects to Plans and learn how you can build your practice and your bottom line with Business Owner Retirement Plans. We will be covering topics like how to talk to business owners, who makes a good fit for a certain plan type, how to present illustrations […]
1 event,
Signature GUL Reprice (American National)
Signature GUL Reprice (American National)
The Signature Guaranteed Universal Life Insurance series was recently repriced for all states except New York. (New York will be repriced in the near future.) Join us for a webinar that will discuss the changes as well as review our current position in the Guaranteed UL market. Signature Guaranteed UL is a death benefit product […]
1 event,
OneAmerica training: Hybrid life & annuity LTC
OneAmerica training: Hybrid life & annuity LTC
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 45 minutes and will cover the following details... 1) Setting up the LTC sale 2) Covering two individuals under one policy 3) Lifetime benefits and the advantages 4) Use of IRA, 401k, 403b to pay […]
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Pacific Life Insurance: Products and Underwriting Innovations
Pacific Life Insurance: Products and Underwriting Innovations
Join us to learn more about Pacific Life Promise Life Insurance products & Underwriting innovations. Register Here
Roth 401(k)
Roth 401(k)
Business Owners are looking for deductions today and tax free income at retirement. Is that possible? YES!! Join American National as we talk about the Modern 401(k) Plan. Learn how you can help your business owner clients save on taxes now and achieve some tax free income at retirement by utilizing Roth contributions inside a […]
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Annuity Care®
Annuity Care®
OneAmerica Deep Dive Webinar Series Annuity Care®: Take a deep dive into all three Annuity Care options. Learn about the structure and advantages of each, the Pension Protection Act, keeping 1035 exchanges like-to-like while adding an insured and more. Register Here
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Return of Premium – Why I Love It!
Return of Premium – Why I Love It!
Take 15 minutes to join Tom Martin, Senior Life Product & Competition Analyst here at North American Company and see why he loves the Return of Premium Death Benefit Option and all the benefits it can provide for a retirement planning illustration. Come ready with questions for this quick informal session. Register Here
1 event,
OneAmerica training: Hybrid life & annuity LTC
OneAmerica training: Hybrid life & annuity LTC
This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 45 minutes and will cover the following details... 1) Setting up the LTC sale 2) Covering two individuals under one policy 3) Lifetime benefits and the advantages 4) Use of IRA, 401k, 403b to pay […]