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 be interested in securing more death benefit, paying less premium, or adding new benefits to their policy. If you’re not having these conversations with clients—someone […]

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

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

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 financial professionals. You might be familiar with Seth from his frequent spots on CNN, MSNBC, PBS, and NBC, and from his popular video he hosted […]

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 to avoid this next year! Join us as we look at ways to empower business owners through qualified retirement plans. We will look at unique […]

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

This presentation is designed to help you polish the ways you communicate. We’ll focus on the following skills to help you make a better connection with your clients: The art of the email Words to use and lose Effective voicemail tips How to ask for (and get) an introduction Watch Recording

This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details... - Setting up the LTC sale - Covering two individuals under one policy - Lifetime benefits and the advantages - Use of IRA, 401k, 403b to pay […]

You already understand the basics of our software here's where we see the versatility of the Builder Plus IUL 2. Lori Salmon will provide a demo of the software utilizing the double solve, premium reality and changing illustrated rates. Plus, our illustrations feature visual explanations of death benefit, accelerated amounts, and distributions to help you […]

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