Credit hours: 1 | Not available for state insurance credit Intended for CFP, CIMA, CLU, ChFC, CRPC, CRPS July 18, 2024 at 1:00 PM CT Offering holistic guidance to clients is more than just putting a plan in place. It's key to working with clients about planning for the process of aging with dignity and understanding the […]
Credit hours: 1 | Not Approved in: NJ, DC Intended for CFP, CIMA, CLU, ChFC July 23, 2024 at 1:00 PM CT Are you able to meet the expectations of clients who want your guidance regarding Medicare and health care costs in retirement? In this CE presentation, learn how to set yourself apart with our […]
New Life for Old Assets! There is a total of $2.8 trillion currently in annuities. Many of these annuity assets are just sitting, waiting to be used. If they’re never used, any gains are taxable to heirs at death. Help give new life to these stagnant annuities with annuity-based solutions from OneAmerica®: Learn how these […]
OneAmerica recently published an update to their original 2022 consumer study. On this call we will share key findings, including: We will also look at the increasingly popular Base Annuity concept for funding LTCi with OneAmerica:
November is Long-Term Care Awareness Month, and an excellent time to help clients get focused on their future by discussing the importance of long-term care insurance. Join us on our prep call with Mutual of Omaha's Brokerage Health Sales Director. We will focus on proven strategies to engage clients in proactive planning discussions. We'll also […]
Now through October 31: Opportunity to earn a 5% bonus! Now earn even more by helping your clients plan for long-term care! By meeting the requirements, you can earn a 5% bonus. Contest Rules: See the flyer for full details and exclusions.
Join Corri Campbell, National Sales Director, and Bill Comfort, Director of Training for CLTC, for a discussion on the essential topic of long-term care planning. In this informative webinar, you'll learn effective strategies for initiating conversations with clients about the importance of preparing for future care needs. Discover insights into the financial implications of long-term […]
Credit hours: 1 | Not approved in: OK Intended for ASPPA, CFP, CIMA, CLU/ChFC, CRPC, CRPS & CPE This course will provide the student with a description of the issues surrounding long-term care and specifically issues women are likely to face. The program will include discussion on retirement and aging, the need for long-term care […]