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 options to meet those needs. Learn how you can provide Guarantees, Chronic Illness Protection, Accumulation and Access to Funds --- all with Accelewriting, an accelerated […]
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 insurance be included in the plan? Frequently, the answers depend on where the business is in its “Business Life Cycle”. Join us for a Webinar […]
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 can use to fund their retirement and long-term care needs through new types of life settlement SOLUTIONS. EVERY WEDNESDAY! 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
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 can use to fund their retirement and long-term care needs through new types of life settlement SOLUTIONS. EVERY WEDNESDAY! REGISTER HERE
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 • Education Funding • Non-qualified Uses for Life Insurance Register Here
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 Qualified $$ solution A sales idea on selling to the High Net Worth SPDR- Single Premium Drop in Rider- How this works and where to […]
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 can use to fund their retirement and long-term care needs through new types of life settlement SOLUTIONS. EVERY WEDNESDAY! REGISTER HERE
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 unable to attend, you will receive the recording via email. PLUS, everyone who registers will receive a FREE COPY of the whitepaper 'Efficient Long-Term Care […]