How to Position the Legacy and Care Needs Conversation – Even Over the Phone!
Our popular "Selling Life Insurance in a Time of Social Distancing" web series continues with a discussion of retiree clients, how to start the conversation about planning needs, and funding […]
We Have Your Plan!
Ever wonder what retirement plan is best for your business owners? Would a safe harbor 401(k) plan or defined benefit plan be best? How about a 412(e)(3) plan? Should life […]
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 […]
Signature Term and Signature GUL Combo Training
Join us for a two-part series highlighting: Signature Term and Guaranteed Universal Life Combo Training Term Conversions Illustrating Term Conversions Submitting Online Life Applications Managing Pending Life Business Register Here
Signature Term and Signature GUL Combo Training
Join us for a two-part series highlighting: Signature Term and Guaranteed Universal Life Combo Training Term Conversions Illustrating Term Conversions Submitting Online Life Applications Managing Pending Life Business Register Here
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 […]
Life Insurance Sales Idea
From this webinar you will learn various estate conservation and supplemental retirement planning ideas and concepts including: • Annuity Wealth Transfer • Retirement Maximization • Mortgage Acceleration & Protection • […]
OneAmerica’s new Assetcare and AnnuityCare – crushing the competition….
In this brief but very informative training we will go over just the standout features of our new AssetCare solutions, We will cover: Niche design advantages Understanding our incredible new […]
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 […]
Efficient Long-Term Care Planning for the Affluent
Watch this brief video overview of our upcoming webinar on tax efficient Long-Term Care planning for the affluent. Presenter: Tom Vassallo, Long-Term Care Specialist Note: If you register but are […]