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 […]
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)
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 […]
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
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
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 […]
Qualified Funding Options
OneAmerica Deep Dive Webinar Series Qualified Funding Options: Learn about qualified funding sources for Care Solutions and the advantages of each. We’ll discuss using an immediate annuity to fund Asset-Care III and Asset-Care IV and using qualified funds with Annuity Care and Indexed Annuity Care. Register Here
See what happens to a Lincoln hybrid LTC expense solution or IUL in the REAL WORLD
Welcome to the Lincoln ONEmeetingSM 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. Learn more and Register Here
Deduction Ideas for Business Owners
Join American National’s Pension team for this 30 minute presentation on strategies and solutions that create deductions for Small Business Owners. We’ll cover different retirement planning ideas, how to approach business owners and what kind of support you can expect from us to make you successful in this market. Register Here
Protected Death Benefit
North American's Protected Death Benefit, like Overloan Protection on Steroids. Join Anthony Holen, Internal Wholesaler, as he explains this feature found in our Indexed UL products and why it's something all your clients need to know about! Register Here