Calendar of Events
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Webinar Series: How to Successfully Work from Home
Webinar Series: How to Successfully Work from Home
Tuesday, March 31st : Get to Know Us and our Online Resources Wednesday, April 1st: Illustrating and Submitting Business Remotely Thursday, April 2nd: Submit Pending Requirements and Manage your Business Remotely Register Here
Tax Time Check Up
Tax Time Check Up
PLEASE USE ONLY YOUR TELEPHONE FOR AUDIO! Many clients expect guidance that goes beyond numbers. They want a holistic approach to help them build wealth and prepare for the future. Extend your value by addressing the bigger picture in your clients’ lives with a 1040 review. This webinar will show you how to identify potential […]
3 events,
How to Sell Life Insurance in a Time of Social Distancing
How to Sell Life Insurance in a Time of Social Distancing
Life insurance activity has increased, despite social distancing. Learn how Sagicor can meet client needs of competitively priced, guaranteed products --- all with Accelewriting, an accelerated underwriting process that requires ZERO face-to-face interaction. Register Here
Tax Time Check Up
Tax Time Check Up
PLEASE USE ONLY YOUR TELEPHONE FOR AUDIO! Many clients expect guidance that goes beyond numbers. They want a holistic approach to help them build wealth and prepare for the future. Extend your value by addressing the bigger picture in your clients’ lives with a 1040 review. This webinar will show you how to identify potential […]
Webinar Series: How to Successfully Work from Home
Webinar Series: How to Successfully Work from Home
Tuesday, March 31st : Get to Know Us and our Online Resources Wednesday, April 1st: Illustrating and Submitting Business Remotely Thursday, April 2nd: Submit Pending Requirements and Manage your Business Remotely Register Here
2 events,
Access Non Qualified Annuities Tax Free!
Access Non Qualified Annuities Tax Free!
70%-90% of your Non Qualified Annuity clients may be able to access those funds tax free! Join Annuity Specialist, Tom Vassallo, to see how this planning technique will be revenue generating for you. Register Here
Webinar Series: How to Successfully Work from Home
Webinar Series: How to Successfully Work from Home
Tuesday, March 31st : Get to Know Us and our Online Resources Wednesday, April 1st: Illustrating and Submitting Business Remotely Thursday, April 2nd: Submit Pending Requirements and Manage your Business Remotely Register Here
1 event,
Access Non Qualified Annuities Tax Free!
Access Non Qualified Annuities Tax Free!
70%-90% of your Non Qualified Annuity clients may be able to access those funds tax free! Join Annuity Specialist, Tom Vassallo, to see how this planning technique will be revenue generating for you. Register Here
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1 event,
Access Non Qualified Annuities Tax Free!
Access Non Qualified Annuities Tax Free!
70%-90% of your Non Qualified Annuity clients may be able to access those funds tax free! Join Annuity Specialist, Tom Vassallo, to see how this planning technique will be revenue generating for you. Register Here
2 events,
Access Non Qualified Annuities Tax Free!
Access Non Qualified Annuities Tax Free!
70%-90% of your Non Qualified Annuity clients may be able to access those funds tax free! Join Annuity Specialist, Tom Vassallo, to see how this planning technique will be revenue generating for you. Register Here
The SECURE Act
The SECURE Act
On Friday, December 20, 2019 the President signed the Further Consolidated Appropriations Act into Law. Tacked onto the appropriation bill were the provisions of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The SECURE Act is the most comprehensive retirement plan bill to be enacted in over a decade. Join us for a […]
1 event,
Time with Tom: Point to Point with Spread Index Selection
Time with Tom: Point to Point with Spread Index Selection
Join this can't-miss session to learn more about our second most popular index selection, point-to-point with spread. Hear from Tom Martin how this index is designed, how it works, and how it can be used to create compelling illustrations. Register Here
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Digital Selling Resources + Additional Flexibility for Your Business
Digital Selling Resources + Additional Flexibility for Your Business
Join North American Company to learn about tools available to you to help you keep selling and protecting your clients. Our digital resources can keep your business and applications moving […]
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North American Web Based Software
North American Web Based Software
Take a high-level walk through North American's web-based software. Learn how to illustrate popular life insurance sales concepts and access different reports. Lori Salmon will give a demo and make […]
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1 event,
New & Improved Executive Underwriting Programs
New & Improved Executive Underwriting Programs
Help your business owner clients protect their business and also reward their top-level employees with Lincoln’s enhanced underwriting programs. Our Guaranteed and Simplified Issue guidelines have been updated with: A […]