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
Join us along with Glenn Usher from Lincoln Financial for a lunch meeting to discuss their recently announced MoneyGuard enhanced underwriting program. Walk away with sales ideas and concepts to bring to your clients. Don't miss it! To RSVP contact your Brokerage Manager at 781-449-6800 or Derek Wakefield at dwakefield@faiu.com.
Sharpen your skills in selling indexed UL by joining a short webinar on July 24th at 1:00 PM EDT. John Hancock will dig deep on all things IUL — from caps and floors to multipliers and why downside performance matters. Go here to register today!
Do you work with clients who have professional service businesses–like doctors, attorneys, and engineers? If so, you know that buy-sell funding for them presents special challenges. Learn how Principal Financial's tools can help you address their substantial liquidity needs. Don't miss it! To Participate: 888-804-6749 Conference ID: 1733733557 Click here to add to your calendar.
Symetra has recently announced enhancements to their high-net-worth foreign national (HNWFN) market program! Please join us for a special webinar as Symetra’s national vice president of multicultural markets, Fabian Gonzalez, reviews their program and opportunities in this important marketplace. Meeting location: https://symetra.webex.com/symetra/j.php?MTID=m11c772493a26254548b78b8a0e76f046 Dial-in number: 1 855 437 3563 Meeting number: 743 550 613
Call objectives Understand the opportunity available in a growing IUL market. Learn how your clients can get life insurance protection plus supplemental income potential. Review features that help differentiate this product from other IUL products in the market. To Participate: 888-804-6749 Conference ID: 1733733557 Lines are limited, so dial in early.
Mike Sir, Disability Income Regional Vice President, Principal Financial, will shed some light on the small business market and provide tips on: Starting a conversation with current and new clients to identify their top priorities. Using our complimentary business planning services to uncover their potential needs. Meeting information Dial: 1-866-205-5379 Password: Insider Meeting number: 593 […]