Tuesday, November 19th
1:00 PM EST
During this informative meeting, we will discuss:
* How to have the LTC Conversation with clients/prospects
* Why Asset Based LTC solutions are becoming so popular for LTC Planning
* Funding options to help most clients need - to Include using Qualified Funds
like 401k, 403b or existing IRAs
* Tax advantages of Non-Qualified Annuities for LTC - Tax-Deferred to Tax FREE
Brad Shepard, Regional Sales Director at OneAmerica will be on hand to take us through Asset Based LTC Strategies available at OneAmerica and to answer any questions you have.
Click the link below to register:
Thursday, December 5th
1:00 PM EST
Mitigate Risk/Liability by Creating Wealth
The life settlement option can provide liquidity for your clients to help solve problems or create cash flow for other products/services. Before a client surrenders or lapses a policy, it should likely be valued, similar to what you would recommend with every other piece of ordinary property your clients own. Ashar will present from the perspective of the seller’s representative about the life settlement option, and through an exploration of case studies and best practices, attendees will be able to confidently add the life settlement and policy valuation discussion to client conversations.
Speaker: Jamie L. Mendelsohn, Executive Vice President Jamie presents nationally on the topics life settlements, policy valuations and increased longevity. She has been published in Trust & Estates and Society of Financial Service Professionals.
Click below to register:
OneAmerica Care Solutions Live Deep Dives
Go in depth on topics related to their asset-based LTC solutions. Live Deep Dives occur every other Friday, 11-11:30 AM EST.