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Our Upcoming Webinars

C.O.R.E. HOSTED Webinars

September 5, 2019

Using an Immediate Annuity to Potentially Qualify for Medicaid Benefits

Clients look to financial advisors for guidance on paying for health care and long-term care expenses.

- Solving for these two (2) potentially challenging financial issues can enhance how your clients value your guidance

- Helping the family of your top clients

- Becoming a source of reassurance for clients in times of greatest need, but remember the advice to undertake action in an attempt to qualify a client for Medicaid must come from the client’s attorney

Mike Kenney, ChFC, RMA, RICP, from Nationwide's Income Planning Desk will be on hand to take us through this presentation. We hope you can join us!

Click the link below to register:

Carrier HOSTED Webinars

Bi- Weekly Webinars with OneAmerica

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.


Principal Learning Network

September 9, 2019

10:30 - 11:00 a.m. (Central)

To Participate: 888-804-6749

Conference ID: 1733733557

Lines are limited, so dial in early.

Best practices for buy-sell planning

  • April Caudill, JD*, CLU®, ChFC®, AEP®, Director, Business and Advanced Solutions
  • Debbie Rooks, CLU®, ChFC®, RICP®, PhD, Regional Vice President – Business Markets

  • Call objectives:

  • Learn the importance of having a buy-sell agreement.

  • Highlight considerations in choosing the type of arrangement.

  • Demonstrate the importance of having the policy ownership match up with the terms of the agreement.