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December 2019

Webinar: Sales Strategies to SELL More IUL

December 3, 2019 @ 1:00 pm - 1:45 pm

Join Steve Sabol, Competitive Market Solutions Creative Director, and Lincoln IUL professionals to: The ultimate retirement plan tag-team. A strategy to protect loved ones and income-producing assets while keeping your client's retirement lifestyle intact. A novel GUL alternative for business owners. A premium finance strategy to keep liquid assets in the business. My hero, zero. A strategy to leverage multiple IUL accounts to find the right combination of expense and upside potential. Click here to register.

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January 2020

Webinar: 2019 Q4 review on the PIMCO Global Optima Index

January 21 @ 4:15 pm - 5:00 pm

Gain valuable insight and perspective from the PIMCO money management team on: • Quarterly Index performance • Allocation strategy for the Index • Market trends and how they may impact the Index Click here to register.

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Webinar: SECURE Act- What every financial professional needs to know

January 22 @ 4:00 pm - 4:30 pm

Join Prudential to discuss the recent passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act and how it will affect customers planning for or living in retirement. Featured Guest Speaker Brandon Buckingham, Vice President of Advanced Markets, Prudential Financial will review the legislation and provide insight on: Changes to IRA contribution limits & Required Minimum Distributions The future of "stretch" IRAs Incorporation of annuities and lifetime income options to qualified plans Mark your calendar! Prudential conference call.…

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Join Us for a Foreign National Lunch Meeting

January 29 @ 12:00 pm - 1:00 pm
The Capital Grille, 250 Boylston St.
Chestnut Hill, MA United States
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Join us for an informative lunch meeting for ways to grow your business in 2020! The Foreign National market is one of the fastest growing market segments You will learn: • Options for current foreign national clients • How to prospect new foreign national clients • Nexus & underwriting determination • Tax-advantaged strategies for foreign nationals • Policy implementation strategies Click here for more details and to register.

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Webinar: Life Insurance Opportunities After the SECURE Act

January 29 @ 2:00 pm - 2:30 pm

Join John Snider, AVP and Associate Counsel at John Hancock, as he provides an overview of the SECURE Act. John will identify actions your clients may need to take today regarding their retirement accounts and highlight new planning opportunities with life insurance. This webinar is not to be missed! Space is limited - register today!

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February 2020

Join Us for An Educational Meeting on Long-Term Care

February 5 @ 3:30 pm - 5:00 pm

You will learn: • Insight on the current LTC marketplace • Traditional vs LTC rider and linked benefit plans • LTC in ILITs • Informal care crisis • Nationwide CareMatters II • Cash indemnity design • Family member as caregiver • Flexible design • HSA dollars to pay premiums Click here for more details and to register.

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April 2020

Join Us for a Webinar: Smart Strategies with Long-Term Care

April 7 @ 10:00 am - 11:00 am

Presenter: Shawn Britt, CLU, CLTC, Director, Long-Term Care Initiatives, Advanced Consulting Group, Nationwide You will learn: Advanced sales strategies Traditional vs. LTC rider and linked benefit plans LTC in ILITs Informal care crisis Nationwide CareMatters II Cash indemnity design Family member as caregiver Flexible design HSA dollars to pay premiums Click here to register.

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Webinar: Discover Banner/Legal & General’s New Digital Application

April 29 @ 10:00 am - 11:00 am

Join Us for a Webinar: Discover Banner/Legal & General's New Digital Application In this webinar, you will learn the features and benefits of this new process, including: Complete online application Quicker decisions - in some cases Instant decisions Increased Accelerated Underwriting limits Presenters: Jim Grauel and Mary Beth Bonacorsa, Key Account Directors, Banner/Legal & General  Don't miss it!  Register HERE today!

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May 2020

Webinar: Streamlining the New Business Experience during COVID-19

May 1 @ 10:00 am - 11:00 am

Join Us for a Webinar: Streamlining the New Business Experience during COVID-19 Learn about the solutions and support available during this challenging environment The Challenges: • Minimize medical requirements • Limit face-to-face meetings The Solutions: • Prudential’s current suite of eCapabilities • Additional underwriting and service accommodations Presenter: Peter Cirelli, Regional Vice President, Prudential Don’t miss it!  Register HERE today!

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Webinar: Principal Life & DI – Opportunities to write business in the current environment

May 6 @ 10:00 am - 11:00 am

Join Us for a Webinar: Principal Life & DI - Opportunities to write business in     the current environment  In this webinar, learn about the current opportunities using: Business Planning Products / buy-sell review & business valuation Accelerated (Life) and Simplified (DI) Underwriting programs Executive Benefits – Guaranteed Standard Issue guidelines Presenter: Josh Potvin, Disability Sales Manager, Principal Don’t miss it!  Register HERE today!

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