Webinar: IUL Loans
IUL University Part 3 – IUL Loans – If you missed it, click here for recording.
IUL University Part 3 – IUL Loans – If you missed it, click here for recording.
Learn about Athene's high-performance accumulation annuities with optional liquidity features among the best in the industry. Interest crediting strategies powered by indices unique to Athene Premium bonus Competitive rates Click here to register.
What’s most important to owners of small- to medium-sized businesses? Hear the results of a recent survey and how these business owners prioritize their needs. They’ll also help you identify sales opportunities for best helping your business owner clients. To Participate, Dial in: 888-804-6749 Conference ID: 1733733557
Richard Weylman, CSPTM, CPA® is a Best-selling author, presenter and strategic business consultant. In this webinar, Richard Weylman will share his insights on creating standout marketing messages. Today’s prospects and clients are overwhelmed with marketing messages. Your objective should be to craft messaging that makes you standout and triggers people to want to engage. Click […]
Educational workshops, cocktails, hors d'oeuvres, prizes, and much more! Don't miss this great networking event! Click here for more details.
Property & Casualty Market Opportunities Tom Bates, JD*, MBA, Regional VP Manager – Life Sales, Business Markets Annette T. Young, Assistant Consulting Director – Business and Advanced Solutions Call objectives Give an overview of opportunities in the property & casualty market. Introduce drivers for success and updates to tools and resources. Share a success story. […]
Nonqualified Deferred Compensation Sales Strategies Mike Stolbach, JD*, MBA, Vice President, Executive Benefits Consulting Cami Brazelton, Assistant Marketing Director Call objectives Outline how a deferred comp plan can be used as a strategy to offset 401(k) refunds. Share how to respond to objections clients may have to implementing a plan. Show how to apply this […]
Please join us for a training webinar on our new and improved Asset Care solution launching 7/1! During this training you will learn about the following enhancements to Asset Care... New product specs New underwriting rules Illustration updates Marketing updates Release timelines & transition rules To register, click here.
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 for LTC Guaranteed premiums […]
If you have family business clients, you’ll want to tune in to hear about their unique planning challenges. Principal will share how you can help them with succession strategies, retirement income strategies, and estate planning. To Participate: 888-804-6749 Conference ID: 1733733557