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Our Upcoming Webinars

C.O.R.E. HOSTED Webinars

July 18, 2019

A Wealth Transfer Strategy You’ve Never Seen Before

Question: Have clients with unneeded required minimum distributions?

Answer: Allianz Legacy by Design

Our new fixed index annuity product is a first-to-market strategy for RMDs

Allianz Legacy by DesignSM from Allianz Life Insurance Company of North America (Allianz) is unlike any other RMD strategies you’ve seen before. It combines two fixed index annuities (FIAs) to allow your clients the opportunity to:

- Systematically manage the RMDs that are required on their qualified dollars and help avoid potential RMD penalties.
- Help protect and enhance the financial legacy they leave for their loved ones by using the portions of their RMDs they don’t need for income to help build more value for your legacy with a 25% Death Benefit Bonus.

And this is in addition to other FIA benefits such as protection of principal and credited interest from market downturns, tax deferral, and indexed interest accumulation potential.

Natasha Jones the Internal Sales Consultant from Allianz will be on hand to give us the full breakdown.

Click the link below to register:

Carrier HOSTED Webinars

Bi- Weekly Webinars with OneAmerica

OneAmerica Care Solutions Suite and Concept Training

Get back to basics! Learn all about asset-based LTC solutions: how they work, how to set up sales, different funding options, product features, benefits and more. Webinars are every other Friday, 11 AM to 12 PM. EST.


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.