Calendar of Events
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OneAmerica Deep Dive Webinar Series: Legacy Care® Uses
OneAmerica Deep Dive Webinar Series: Legacy Care® Uses
The OneAmerica® Care Solutions Deep Dives webinar series goes in-depth on topics related to our asset-based long-term care (LTC) protection. Register Here
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Tax Efficient Exit Strategies for Non-Qualified Annuities
Tax Efficient Exit Strategies for Non-Qualified Annuities
Join Annuity Specialist, Tom Vassallo, to discover how to defuse the ticking tax bomb that threatens your clients retirement. By joining this webinar, you can learn: - How your clients may be able to access their non-qualified annuities income tax free. - How your clients' beneficiaries may be able to withdraw income tax free in […]
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So you Want to Sell Pensions: Part 3
So you Want to Sell Pensions: Part 3
Join us for a new three part series, From Prospects to Plans and learn how you can build your practice and your bottom line with Business Owner Retirement Plans. We will be covering topics like how to talk to business owners, who makes a good fit for a certain plan type, how to present illustrations […]
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Agent Resources at your Fingertips
Agent Resources at your Fingertips
We’re excited to announce an updated, centralized hub for all of your marketing needs-the Marketing Toolkit! Join Internal Wholesaler Charlene Tharaldson as she takes you through this new and improved site which provides a more organized, tactical layout for you to find all the tools and resources you might need in your everyday business. Register […]
You May Never Sell Another SPIA or DIA!
You May Never Sell Another SPIA or DIA!
Join Annuity Specialist, Tom Vassallo, to understand why you may never sell another SPIA or DIA! A new fixed annuity is replacing Immediate and Deferred Income Annuities for many financial advisors. Learn how this annuity can not only generate higher income for your client(s) than an immediate annuity, but also allow them to maintain access […]
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2 events,
Advanced Sales
Advanced Sales
Hosted by: TBD Wednesday, March 18th, 2020 10:00 AM (CST) Add to Calendar Wednesday, March 18th, 2020 1:00 PM (CST) Add to Calendar
Roth 401(k)
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 […]
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1 event,
OneAmerica Deep Dive Webinar Series: Annuity Care®
OneAmerica Deep Dive Webinar Series: Annuity Care®
The OneAmerica® Care Solutions Deep Dives webinar series goes in-depth on topics related to our asset-based long-term care (LTC) protection. Register Here
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2 events,
Webinar Series: How to Successfully Work from Home
Webinar Series: How to Successfully Work from Home
Tuesday, March 31st : Get to Know Us and our Online Resources Wednesday, April 1st: Illustrating and Submitting Business Remotely Thursday, April 2nd: Submit Pending Requirements and Manage your Business Remotely Register Here
Tax Time Check Up
Tax Time Check Up
PLEASE USE ONLY YOUR TELEPHONE FOR AUDIO! Many clients expect guidance that goes beyond numbers. They want a holistic approach to help them build wealth and prepare for the future. Extend your value by addressing the bigger picture in your clients’ lives with a 1040 review. This webinar will show you how to identify potential […]
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How to Sell Life Insurance in a Time of Social Distancing
How to Sell Life Insurance in a Time of Social Distancing
Life insurance activity has increased, despite social distancing. Learn how Sagicor can meet client needs of competitively priced, guaranteed products --- all with Accelewriting, an accelerated underwriting process that requires ZERO face-to-face interaction. Register Here
Tax Time Check Up
Tax Time Check Up
PLEASE USE ONLY YOUR TELEPHONE FOR AUDIO! Many clients expect guidance that goes beyond numbers. They want a holistic approach to help them build wealth and prepare for the future. Extend your value by addressing the bigger picture in your clients’ lives with a 1040 review. This webinar will show you how to identify potential […]
Webinar Series: How to Successfully Work from Home
Webinar Series: How to Successfully Work from Home
Tuesday, March 31st : Get to Know Us and our Online Resources Wednesday, April 1st: Illustrating and Submitting Business Remotely Thursday, April 2nd: Submit Pending Requirements and Manage your Business Remotely Register Here
2 events,
Access Non Qualified Annuities Tax Free!
Access Non Qualified Annuities Tax Free!
70%-90% of your Non Qualified Annuity clients may be able to access those funds tax free! Join Annuity Specialist, Tom Vassallo, to see how this planning technique will be revenue generating for you. Register Here
Webinar Series: How to Successfully Work from Home
Webinar Series: How to Successfully Work from Home
Tuesday, March 31st : Get to Know Us and our Online Resources Wednesday, April 1st: Illustrating and Submitting Business Remotely Thursday, April 2nd: Submit Pending Requirements and Manage your Business Remotely Register Here
1 event,
Access Non Qualified Annuities Tax Free!
Access Non Qualified Annuities Tax Free!
70%-90% of your Non Qualified Annuity clients may be able to access those funds tax free! Join Annuity Specialist, Tom Vassallo, to see how this planning technique will be revenue generating for you. Register Here