Using Qualified Money to Fund Long-Term Care
This webinar will focus on the most efficient way to utilize qualified funds to pay for long-term care expenses. Hosted by Long-Term Care Specialist, Tom Vassallo. Register Here
Designing Plans for the Business Life Cycle
Business owners come in all shapes and sizes and their goals can vary greatly depending on the stage their business is in--brand new, growing, established or winding down. A good […]
Designing Plans for the Business Life Cycle
Business owners come in all shapes and sizes and their goals can vary greatly depending on the stage their business is in--brand new, growing, established or winding down. A good […]
Did you know- The older or sicker someone is the better a life settlement is for them
Learn How to add Life Settlements to your practice today Life Settlements are an innovative way to repurpose your senior clients’ life insurance policies into cash or living benefits they […]
Time with Tom: Policy Review
If you think of life insurance as a “set it and forget it” strategy, your clients could be missing out on opportunities that could better meet their needs. They might […]
Using Qualified Money to Fund Long-Term Care
This webinar will focus on the most efficient way to utilize qualified funds to pay for long-term care expenses. Hosted by Long-Term Care Specialist, Tom Vassallo. Register Here
OneAmerica Care Solutions Deep Dive Series
The OneAmerica® Care Solutions Deep Dives webinar series goes in-depth on topics related to our asset-based long-term care (LTC) protection. 6/12 - LTC Knowledge Register Here
Washington update and impact to your business
Former Acting Labor Secretary and D.C. Insider, Seth Harris, will be providing his insights into the current landscape in Washington D.C. and how various political and regulatory scenarios could impact […]
Solutions for Business Owners…Deductible Retirement Plans
Most business owners are now filing their 2019 returns and feeling that pinch as they write those tax checks. Now is the time to start offering them strategies and solutions […]
Did you know- The older or sicker someone is the better a life settlement is for them
Learn How to add Life Settlements to your practice today Life Settlements are an innovative way to repurpose your senior clients’ life insurance policies into cash or living benefits they […]